Professional preparation and organization of transaction documents to ensure accuracy, clarity, and timely execution.

• Preparation of real estate documents, including agreements, addenda, and amendments

• Completion of forms based on agent-provided terms and transaction details

• Review for accuracy, completeness, and proper formatting prior to distribution

• Coordination of signatures and document delivery to all relevant parties

• Ongoing document updates as changes occur throughout the transaction

Focused support to ensure your transaction file meets brokerage and contractual requirements without delays.

• Review of transaction files for missing documents, signatures, or required disclosures

• Identification and correction of errors, inconsistencies, or incomplete information

• Coordination with agents and parties to obtain outstanding items

• Preparation and submission of files for brokerage compliance

• Final audit prior to closing to ensure all documentation is complete and compliant

• Document Management & Compliance
  All contracts and supporting documents are reviewed, organized, and submitted for brokerage compliance. Key documents and receipts are shared with all relevant parties.

• Deadline & Timeline Oversight
  Critical dates are calculated, tracked, and monitored to keep the transaction moving forward without missed milestones.

• Communication Management
  Professional introductions, updates, and key information are sent to all parties, ensuring clear and consistent communication throughout the process.

• Transaction Coordination & Follow-Up
  Ongoing coordination with lenders, title companies, co-op agents, inspectors, and other parties to keep everything aligned and on schedule.

• Inspection & Appraisal Oversight
  Inspection timelines, reports, and appraisal progress are tracked to ensure all steps are completed within contractual timeframes.

• Closing Preparation & Coordination
  Final documents are reviewed and organized, closing details are confirmed, and all parties are prepared for a smooth and timely closing.

• Commission & Final Documentation
  Commission disbursement authorizations are prepared and submitted, and final closing documents are uploaded for compliance and easy access.

• Pre-Closing File Audit
  A thorough review is completed prior to closing to ensure all documents, signatures, and disclosures are accurate and complete.

• Agent Portal Access
  Real-time visibility into your transaction, including deadlines, contacts, and documents, through a secure online portal.

Includes everything in Essential Coordination, plus:

• Document Preparation
  Preparation and management of transaction documents, including addenda and amendments, ensuring accuracy and timely execution.

• Vendor Coordination
  Direct coordination with inspectors, appraisers, and other vendors, including scheduling and confirming appointments on your behalf.

• Enhanced Communication & Client Support
  More proactive communication with clients and parties involved, ensuring everyone remains informed, prepared, and confident throughout the process.

• Pre-Closing Client Guidance
  Structured support to help clients prepare for closing, including reminders, key steps, and expectations leading up to signing.

• Post-Closing Follow-Up
  Assistance with final steps after closing, including client follow-up and support with review requests.