Transaction Coordination Package
Every detail, precisely handled.
Package price
$350 / per contract
Phase 1
Intake
- Review the contract for completeness and pursue outstanding initials, signatures, and dates.
- Send agent an email outlining important dates and contact all parties (lender, title, client, co-op).
- Add all dates to your digital calendar.
- Establish file in your Broker system of record and upload documents & contacts.
Phase 2
Contract Management
- Coordinate timely satisfaction and removal of all contingencies (incl. HOA/Condo Docs).
- Weekly lender check-ins—more frequently when necessary.
- Coordinate inspections with you, the inspector, buyer, and co-op.
- Ongoing system-of-record maintenance as documents & amendments come in.
- For Buyers: collect 2nd deposit check and forward to listing agent.
- For Sellers: order payoffs and tax, water & sewer certs.
- Follow up on home warranty selection until complete.
Phase 3
Pre-Closing
- Remind clients to connect/disconnect utilities and secure homeowner's insurance.
- Verify loan commitment with lender, provide copies, and flag any underwriting issues.
- Order and review the title report; help resolve any issues.
- Schedule final walkthrough and closing with clients, title company, and you.
Phase 4
Post-Closing
- Obtain final signed closing disclosures and upload to your system of record.
- Send congratulations/thank-you letter with clickable review links.
- Design Just Sold postcards to the demographic of your choice (postage separate).
- Add client to your contact database with new address for past-client drip campaigns.
Our Promise
A seamless experience—for you and your clients.
We take care of the administrative work that comes with your real estate transactions, ensuring every detail is handled with precision and organization.
Ready to get started?