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
🔹 Buyer Welcome Packet and Document Signing Setup
Create a branded digital welcome packet for your buyer that explains next steps, timelines, utilities, and expectations. Prepare and send the required buyer documents for electronic signature, including the buyer brokerage agreement and any additional state or brokerage forms.
🔹 Inspection Scheduling Support
Coordinate home inspection, termite, septic, radon, or specialty inspections based on agent direction.
🔹 Post Closing Follow Up
Send a branded thank you email on behalf of the agent, request testimonials, and update the agent’s CRM workflow status.
🔹 Multiple Offer Summary Sheet
If the agent receives multiple offers, prepare a clean side by side comparison chart so the agent can review quickly.
🔹 Amendment Preparation Assistance
Draft amendment text based on agent direction and send the agent for review before signatures.
🔹 Contract Timeline Optimization
Create a custom timeline graphic or PDF the agent can send to clients so they can visually understand the process.
🔹 Under Contract Social Graphics
Create branded graphics for Under Contract and Just Closed announcements.
🔹 Client Testimonial Request and Setup
Send branded review requests, track completions, and post to the agent’s website or social profiles if requested.
🔹 Buyer CRM Setup
Enter buyer contact information into your CRM, tag appropriately, organize notes, add birthdays and important dates, and assign them to the correct follow up plan.
🔹 Buyer Pipeline Automation
Place the buyer into the agent’s active pipeline, apply the correct stage, and trigger the designated nurture or workflow sequence so nothing slips through the cracks.
🔹 Post Closing CRM Update
Move the buyer to the correct closed stage, add closing notes, update referral source, and assign the long term past client follow up plan.
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