Real Estate Transaction Management Services

Resale Transaction [Buyer or Seller-side only]:................................................................$550.00

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Dual Agency Transaction (Agent represents both Buyer and Seller):..............................$600.00


*Two Transaction Coordinators working on every file ensures communications are prompt and file is audited twofold.



It’s all about leveraging to enable you to provide better service to your clients and free up your time to handle more transactions with the help of an experienced Transaction Coordinator. The list below includes all, but is not limited to the services we provide. Our Agents have unique needs, so we tailor our services accordingly.

  • PREPARE CUSTOM LISTING DISCLOSURE PACKAGE
  • OPEN ESCROW / CONFIRM ESCROW INFORMATION
  • COMPLETE NEW LISTING / SALE FORM FOR BROKER
  • REVIEW PURCHASE CONTRACT TERMS & DEADLINES
  • PREPARE ESCROW CALENDAR FOR AGENTS AND CLIENT
  • SET UP AND MAINTAIN ZIP FORM TEMPLATES
  • ORDER NATURAL HAZARD DISCLOSURE REPORT
  • PREPARE DISCLOSURES & REPORTS & COORDINATE DELIVERY TO OTHER AGENT
  • FOLLOW-UP WITH TITLE COMPANY REGARDING BUYERS GOOD FAITH DEPOSIT
  • DISTRIBUTE COPIES OF DEPOSIT RECEIPT
  • VERIFY PRELIMINARY TITLE REPORT AND CC&R'S HAVE BEEN ORDERED
  • THOROUGH REVIEW OF HOA DOCUMENT PACKAGE FOR MISSING DOCUMENTS
  • PREPARE ADDENDA, CONTINGENCY REMOVAL, ETC. (UPON REQUEST AND AGENT APPROVAL)
  • COMPILE ALL MANDATED PAPERWORK WITH ALL SIGNATURES
  • ASSEMBLE ALL INSPECTION REPORTS FOR CLIENTS ACKNOWLEDGEMENT
  • KEEP IN CONTACT WITH AGENTS FOR PAPERWORK NOT YET RECEIVED
  • PREPARE AVID IN ZIP FORMS FROM AGENT NOTES (UPON REQUEST AND AGENT APPROVAL)
  • TRACK ALL PAPERWORK AND OBTAIN MISSING SIGNATURES AS NEEDED TO COMPLETE FILE
  • FREQUENT FILE AUDIT. DOCUSIGN ANY/ALL OUTSTANDING DOCUMENTS
  • MAINTAIN A COMPLIANT FILE IN TRANSACTION POINT, HOMEBASE, OR OTHER TM PROGRAM (IF APPLICABLE)
  • MAKE COPIES NECESSARY FOR ALL INVOLVED IN TRANSACTION, SCAN TO EMAIL
  • ORDER HOME WARRANTY (WITH LISTING COVERAGE IF APPLICABLE)
  • COORDINATE ESCROW TERMS WITH AGENT AND TITLE COMPANY
  • ORGANIZE COMMUNICATION LOG, CONVERT TO PDF AND PROVIDE TO AGENT & BROKER

SERVICES & FEES