As a busy real estate professional, staying on top of every deadline, document, and detail isn't just time-consuming — it's risky. That’s where we come in. Our experienced Transaction Coordinators (TCs) handle every stage of the closing process so you can focus on what you do best: serving your clients and growing your business.
Whether you're in Georgia, California, Texas, Florida, Wisconsin, or anywhere in between, we support agents in every U.S. market and know how to adapt to your office and state compliance requirements.
As a busy real estate professional, staying on top of every deadline, document, and detail isn’t just time-consuming — it’s risky.
✔ Review all contracts for missing signatures & compliance gaps
✔ Upload documents to your office’s system
✔ Submit commission requests/pay-at-close paperwork
✔ Enter and monitor key dates & deadlines
✔ Send intro emails to clients and co-op agents
✔ Communicate with lender, attorney/title, and other parties
✔ MLS updates for listing agents
✔ Track special stipulations and follow-ups
✔ Obtain & review preliminary settlement statement
✔ Assist with e-signatures and follow-up
✔ Submit all final documents to your office
✔ Verify complete closing package
✔ Update MLS status, if applicable
✔ Send final confirmation email to you
✔ Ensure contract is 100% closed out and compliant
🔹 Schedule home inspections, walk-throughs, or closings
🔹 Add clients to your CRM/database
🔹 Update Zillow with “SOLD” status
🔹 Create “Under Contract” or “Just Sold” social media posts
🔹 Email Templates & Your Branding
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