More time to grow your business. Less time managing the details.
From document coordination and deadline tracking to client follow-up and closing support, we take care of the details so you can focus on building relationships, serving your clients, and growing your business.
We coordinate with every party at the table.
Sellers, buyers’ agents, lenders, title and escrow companies, and every other professional involved—our coordinators keep everyone informed and every deadline in view, from contract to closing.
You focus on marketing, negotiating and your clients. We handle the paperwork and chase the details.
Built for listing agents and buyer agents.
Choose your side to see exactly what our coordinators handle on your behalf.
Transaction Coordination for Listing Agents
Your time is valuable. As a listing agent, you should be focused on marketing your properties, negotiating offers, communicating with your sellers, and growing your business—not managing paperwork and chasing transaction details.
We coordinate with sellers, buyers’ agents, lenders, title and escrow, giving you the confidence that your file is professionally managed every step of the way.
- Introducing our role to all parties involved in the transaction.
- Review documents for completeness, dates, signatures, and required information.
- Distribute executed contracts and required documents to the appropriate parties.
- Coordinate with title and escrow and provide necessary documentation.
- Organize and maintain disclosures, reports, amendments, and transaction documents.
- Track important deadlines, deposits, signatures, and outstanding items.
- Follow up with all parties to help keep the transaction on schedule.
- Provide regular status updates and promptly communicate items requiring your attention.
- Maintain an organized digital transaction file throughout the process.
- Provide a complete digital transaction file to the agent and/or broker at closing.
Transaction Coordination for Buyer Agents
From contract to closing, our team takes care of the behind-the-scenes details that keep your transaction moving. We stay organized, communicate with the parties involved, and make sure nothing important is overlooked.
- Set up communication with everyone involved and establish our role from the beginning.
- Build and maintain your transaction file through our secure online platform.
- Examine contracts and related documents for missing signatures, initials, dates, or required information.
- Establish a clear timeline of key dates, deadlines, and transaction milestones.
- Assemble and coordinate the required disclosure and transaction paperwork.
- Handle the distribution and collection of documents through email, electronic signature, or mail.
- Follow up on required inspections, reports, disclosures, and other transaction items.
- Coordinate with title and escrow regarding deposits, home warranty, commission instructions, and other requirements.
- Process amendments and additional documents as they become necessary.
- Monitor critical dates and follow up on outstanding items before they become a problem.
- Keep the transaction records current as new documents and updates come in.
- Maintain ongoing communication and keep you informed of the transaction’s progress.
- Give you convenient, secure access to your file and transaction information at any time.
- Compile the completed documents into an organized digital file for you and/or your broker.
Ready to hand off your next file?
Upload your documents and we’ll take it from contract to closing.