
Simple, professional transaction support.
Reliable coordination and administrative support from the initial contract through closing—so you spend less time managing paperwork and more time serving your clients.
Buyer-Side Coordination
We handle the administrative details from contract acceptance through closing, helping you stay organized and informed while you focus on your buyer.
See what’s includedDouble-End Coordination
Congratulations on representing both sides! One transaction, one dedicated coordination team, complete support from both sides.
See what’s includedListing-Side Coordination
We manage the administrative and documentation requirements of your listing from contract acceptance through closing.
See what’s includedLooking for photography, representation, closing gifts or client care? See Additional Services fees
Compare each plan in detail.
Included services
- Coordinate the escrow opening and initial transaction setup.
- Review contracts, counteroffers, and addenda for completeness and proper execution.
- Monitor required disclosures and contract deadlines.
- Prepare and coordinate required disclosure and transaction forms.
- Ensure buyers receive applicable reports and required documents.
- Maintain and update your secure online transaction file.
- Coordinate with escrow regarding deposits, home warranty information, and commission instructions.
- Process requested escrow amendments.
- Monitor key escrow dates, document delivery, and outstanding items.
- Communicate with the parties involved and provide timely status updates.
- Deliver an organized digital transaction file upon completion.
Optional services
Additional fees may apply.
- Schedule inspections, termite inspections, final walkthroughs, and other appointments.
- Prepare repair requests or contract changes based on your instructions.
- Assist with completing the Agent Visual Inspection based on information provided by you.
- Prepare buyer offers using the terms and conditions you provide.
Agent responsibilities
- Review escrow instructions.
- Handle appointment scheduling when not delegated to Elite.
- Negotiate repairs and contract changes.
- Advise clients regarding contingency removals.
- Complete required agent inspections and final walkthrough documentation.
Included services
- Establish the transaction with escrow/title and obtain the necessary file information.
- Introduce our coordination role to the parties involved.
- Review contracts, counteroffers, and addenda for accuracy and proper execution.
- Distribute fully executed agreements to the appropriate parties.
- Set up the transaction file, contacts, deadlines, and documents in our secure online system.
- Coordinate required property reports and disclosures.
- Prepare and distribute seller disclosure packages and required forms.
- Monitor disclosure delivery and document completion within contractual timelines.
- Coordinate the distribution of applicable reports to the buyer’s agent and escrow.
- Process requested escrow amendments.
- Keep the transaction file updated as documents are received and executed.
- Confirm required documents are delivered to escrow/title.
- Monitor deposits, escrow packages, HOA documents, and other applicable deadlines.
- Follow up on missing signatures, initials, dates, and outstanding documentation.
- Maintain communication with the parties involved and provide transaction updates.
- Deliver a complete digital transaction file to you and/or your broker at closing.
Optional services
Additional fees may apply.
- Schedule inspections, termite inspections, final walkthroughs, and other appointments.
- Prepare repair requests or contract changes based on your instructions.
Agent responsibilities
- Review escrow instructions.
- Coordinate appointments when not delegated to Elite.
- Prepare and negotiate repair requests or contract changes.
- Complete the Agent Visual Inspection.
Included services
- Buyer-Side Transaction Coordination
- Listing-Side Transaction Coordination
- Comprehensive document and disclosure management
- Deadline and escrow tracking
- Communication and follow-up with the parties involved
- Secure online transaction management
- Complete digital transaction file at closing
Additional Services fees.
Add any of these services to your transaction, or request them on their own.
- Closing Gift Basketsstarting at $99
- Professional Real Estate Photographystarting at $250
- Closing Representationstarting at $125
- Walkthrough Representation$100
- Showing Representation$50
- Sign Placement and Removal Services$50
- Virtual Assistant for New & Active Lead Management – MaintenanceCall for details
Follow-up & continued communication
Stay connected with your past clients long after closing. Includes services such as:
- Home Purchase Anniversary Gifts
- Client Appreciation & Holiday Follow-Up
- Birthday Card + Starbucks
- 4 Emails: Happy Birthday, Happy Purchase Anniversary, Merry Christmas and Happy Thanksgiving
- Anniversary Basket

One transaction. One dedicated team.
Open your file today and let us handle the details from contract to closing.