From accepted offer to successful closing, we handle every detail, so your clients get the experience they deserve and you get your time back.
Every transaction you manage is a relationship in motion. Your buyer or seller is watching everything. They are counting on you to keep the deal together, hit every deadline, communicate clearly with all parties, and get them to the closing table without surprises.
That is a full-time job inside a full-time job. And most agents are doing it alone, in between showings, while trying to generate the next deal.
Our transaction coordinators step in the moment you have an accepted offer and handle everything through closing. Your clients get white-glove service. You get your time back.
What Our Clients Say
Your team was always updating our clients with calls and emails on where we were in the closing process and explaining what we could expect in the near future. Kim and her team are true professionals.
Real Estate Client representing the seller in the transaction.
The Experience Behind Every Transaction We Manage
When you hand a transaction to our team of transaction management experts, you are not handing it to someone who is learning on the job or following a checklist. You will receive white glove treatment as well as your client.
This is not your average paper pusher
Transaction Coordinator!
We have seen every scenario, every complication, and every curveball a transaction can throw. We know how to keep deals together and get them to the closing table.
Ready to Talk?
Let's Schedule a Call.
Before we take on your transactions, I want to understand how you are currently managing your files, what software you are using, and what your biggest pain points are. Schedule a private call and we will map out exactly how our transaction coordination team can support your business.
What Our Transaction Coordinators Handle for You
From the moment you have an accepted offer to the day the transaction closes, our team manages every detail. Here is what that includes:
A Sample of What Your Transaction Action Plan Includes
Every transaction we manage gets a customized action plan built around your specific contract and your market's requirements. Here is a sample of what that plan covers:
- Verify all documents are properly executed by all parties
- Ensure escrow has been opened and all parties have received the appropriate documents
- Follow up on loan approvals
- Confirm and verify appraisal and survey have been ordered
- Create and maintain a calendar of events and detailed task lists
- Ensure all disclosures are completed
- Schedule and follow up on inspections, walk-throughs, closings, and any other appointments
- Monitor compliance with contract terms and deadlines
- Coordinate tasks with co-op agent and title company
- Upload and disseminate all documents, reports, and disclosures with follow-up
- Keep accurate records of every detail from under contract to close
Request Your Transaction Management Package
We have put together a complete transaction management package that outlines exactly how we work, what we handle, and what you can expect when you partner with our team. Download the package, review it at your own pace, and then let us know when you are ready to talk.
Settlement Statement Package
Looking for a professional, organized way to present the closing settlement statement to your clients? We offer a done-for-you Settlement Statement Package that gives your buyers and sellers a clear, easy-to-understand system of every line item at closing. A small detail that makes a big impression.
Want Professional Eyes on Your Current Transaction Process?
If you want to understand what is broken in your current transaction management system before you invest in done-for-you services, start with the Real Estate Systems Snapshot.
You choose your transaction process as the focus. I personally review your current workflow, record a custom video showing exactly what is working, what is broken, and what to fix first. Delivered within 7 business days for $197.
Want to Build Your Own Transaction System? Join the Real Estate OS Accelerator.
If you want to design your own transaction management workflow with expert guidance, the Real Estate OS Accelerator walks you through building every core system in your business including a complete transaction process from contract to close.
Transaction management is one of the foundational systems we build with every member. You leave with a documented transaction workflow, a closing checklist, a communication template, and the tools to run it consistently on every deal.
Ready to Create More Time and Better Transactions?
Your clients deserve a professional, communicative, organized transaction experience from contract to close. Your business deserves a team that makes that happen without you having to carry it all yourself.
Schedule a private 30-minute call and let us talk about your transactions, your current process, and how our team can step in and make every closing better.