We have one all-inclusive Transaction Coordination service encompassing approximately 80% of your  contract-to-close activity requirements. Everything below and more is included! 

We use state of the art software which allows you to login and check the progress of your TC service at any time.

You have the option to be CC’d on all email communications we have with your clients.

We will review the contract and obtain any missing signatures or documents.

We will send an introduction email  to your client, cooperating agent, attorney, and lender describing who we are and what we do.

We will provide your clients a list of your preferred vendors, including attorneys, title companies, lenders, etc…

We will update the listing in MLS throughout the closing process (if applicable).

Once we review the contract and verify nothing is missing,  we will identify what attorney your client will be using and forward the contract for attorney review.

We will forward the contract and any disclosures or amendments to the clients lender if applicable.

Draft any amendment or repair request that is needed under the direction of the agent.

We will add key contract dates to your calendar to ensure no deadlines are missed.

We will draft your commission statement or add commission instructions into your broker compliance system for your brokerage to supply the disbursement agreement.

We will draft any additional Brokerage required documents such as Wire Fraud Advisory, Brokerage Relationships Document, Business Disclosure, etc.

We will order a utility connection service for free that allows your client to make one phone call instead of multiple to get their utilities set up in their new home.

We will follow up with the lender to ensure the appraisal has been ordered, scheduled, and passed.

We will follow up weekly with the lender to ensure we are on target for closing. 

We will confirm with the closing attorney/title company to ensure title has been ordered.

We will schedule the termite inspection and letter if required

We will coordinate the survey with the clients attorney

We will ensure the lender has issued a clear to close. 

Upon receiving and reviewing the contract, we will schedule a tentative closing date with the title company or attorney’s office.

A week prior to closing we will confirm closing details with your client.

We will arrange for the purchase of a home warranty if needed per the contract or otherwise requested.

We will request a copy of the settlement statement for you to review prior to closing.

We will send closing reminders to your clients and make sure they have everything that will be needed for a successful and efficient closing. 

In the event the transaction is cancelled, cancellation documents will be drafted and sent for signatures. The MLS status will also be updated if applicable.

We will upload all transaction documents and complete any necessary information as required by your broker’s compliance system to get you paid as quickly as possible.

Sometimes different tasks need to be customized to fit certain requirements in particular service areas. We will work with each agent to determine what is needed and adjust our processes for your needs*.

*Additional fees may apply