Full transaction coordination from contract to close
- Open Escrow
- Receive and review executed contracts
- Verify Broker-required documents
- Assist with obtaining HOA docs (when applicable)
- Custom transaction timeline
- Monitor key milestones: EMD, inspections, appraisal, loan, contingencies, walk-through
- Send reminders for all critical dates (if requested)
- Maintain open line of communication with all parties (i.e. agents, escrow, lenders, inspectors)
- Send client timeline and updates
- Facilitate digital signatures and document flow
- Ensure disclosures, reports and addendums/amendments are signed
- Upload and maintain complete, compliant file
- Confirm signing appointments
- Track commission instructions
- Zillow Review request on behalf of Agent
Full coordination from pre-listing through the active marketing phase (before the property goes into escrow)
- Review Listing Agreement and SRPD for compliance
- Coordinate seller signatures and MLS upload (full MLS upload for additional fee)
- Schedule photography or home prep vendors
- Prepare and organize disclosures and broker documents
- Log and summarize offers (by request, if needed)
- Prepare counter offer packages for signature
Our most popular seller-side package: complete support from the pre-escrow stage through closing
- Pre-Escrow Listing coordination
- Offer Review Assistance
- Contract-to-Close support
- Timeline & Deadline management
- Communication & Coordination
- Document & Compliance oversight
- Closing Management
We'll audit your files to ensure everything is clean and compliant. We provide standalone compliance checks to ensure your file meets requirements.
- Review listing or purchase files for completeness
- Identify missing or incomplete documents
- Return annotated feedback for corrections
- Final submission to Broker (if needed)
- Return annotated feedback for corrections (if needed)
Save on multiple transactions with upfront service packages
Pre-paid bundles are ideal for agents and teams who manage a high volume. Bundle multiple transactions for discounted rates and priority service.
Pre-paid bundles can be used for any combination of:
- Buyer/Seller Under Contract
- Seller/Listing (Pre-Escrow) Service
- 2x Compliance Review
$1500 (compared to $1650) for 5 transactions
$2700 (compared to $3300) for 10 transactions
Flexible assistance. Our hourly support option gives you the freedom to get assistance only when and where you need it. Whether you need help with a few specific tasks, aren't exactly sure what support you need or are looking for more of a real estate assistant than a traditional TC, we're here to help. We can even assist with tasks like showing homes or open house prep. Reach out to see if hourly support is the right fit for your current workflow.