SERVICES

Our services

We provide a range of professional transaction coordination services to meet your needs for both sellers and buyers.

Transaction Coordination - $375.00 ($650.00 Double-Sided)

Upon receipt of executed contract:


  • Send an introduction email to title, lender, other agent as your transaction coordinator with contract deadlines. Separate informative introduction email sent to your client with important deadlines and what to expect.
  • BUYER - Make sure your client has Earnest/Option money delivery instructions
  • SELLER – MLS Status Changes
  • Assist in drafting any amendments and or addenda
  • Send any executed amendment to your client with a “Next Steps” email after option ends
  • Request order of HOA documents & survey as needed- coordinate payment completion
  • Follow-up on documents before deadlines (title commitment, HOA docs, survey, T47, etc.)
  • Follow-up with lender for conditional approval, appraisal & clear to close
  • Quickly respond to email requests from title/lender/agent/your client as needed
  • Obtain/compile any required repair invoices & photos
  • BUYER - Send a “Home Warranty Information” email and place the order
  • BUYER - Send a “Helpful Information” email about utilities, recommended movers, nearest post office.
  • Review all contract /required documents and submit to Compliance Department for DA creation
  • Coordinate final walkthrough instructions/closing questions with other agent and your clients
  • Schedule closing appointment with you, your clients, and title. Send you a calendar invite.
  • Review final statement for errors- send your client a copy with “Final Closing Information” email
  • Upload final signed statement to compliance system upon funding 

New Construction Transaction- $125.00


  • Builder/ title/ lender correspondence until closing
  • Submit documents for compliance review
  • DA creation

Listing Service

Listing Preparation- $50.00


  • Introductory Email to Seller(s)
  • Prepare all broker required listing documents- send to clients for signature
  • Send/obtain Listing Disclosures (Seller’s Disclosure Notice, LBPA, T47)
  • Submit Complete Listing File to Broker for Compliance Approval


MLS Data Entry- $50.00


  • Input Listing draft into MLS
  • Upload completed photos & documents

Compliance - $25.00

  • Complete general brokerage compliance documents for listing file or Buyer Agency documents
  • Submit documents for compliance review

Interested in our services? We’re here to help!

How to get started? We will send you an Onboarding Email to gather information we need from you to start your TC services.

Send us an email
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