Structured transaction coordination from executed contract through closing, designed to keep timelines, documents, communication, and closing details organized.

• Set up the transaction file and enter key dates, contacts, deadlines, and transaction details into the appropriate coordination system.

• Review contracts and supporting documents for onboarding purposes, including signatures, initials, dates, addenda, disclosures, and required receipts.

• Track critical deadlines, including escrow deposit, inspection, financing, appraisal, title, HOA or condo, contingency, and closing timelines.

• Coordinate communication and follow-up with agents, title companies, lenders, inspectors, appraisers, insurance contacts, and other transaction parties.

• Monitor inspection, appraisal, financing, title, and closing milestones and flag items that may require agent review or action.

• Assist with routine document preparation, signature coordination, and distribution of fully executed documents based on agent-provided terms.

• Support closing preparation, including final walkthrough reminders, utility reminders, commission documentation, settlement statement follow-up, and closing appointment details.

• Complete post-closing file support, including final document collection, compliance uploads, file closeout, and review or testimonial request support when requested.

Support for listing intake, listing file setup, document preparation, MLS-related task coordination when applicable, and listing organization.

• Review listing intake details and collect required listing information, documents, disclosures, and property details.

• Prepare routine listing documents and disclosures based on agent-provided terms and instructions.

• Assist with organizing photos, property details, showing instructions, remarks, and listing-related materials.

• Coordinate MLS-related task support when applicable and within approved scope.

• Track missing listing documents, signatures, disclosures, and required brokerage compliance items.

• Organize the listing file and support transition from active listing to contract once an offer is accepted.

Professional preparation, organization, and review of transaction documents to support accuracy, clarity, timely execution, and brokerage compliance.

• Prepare routine real estate documents, including addenda, amendments, disclosures, notices, and related transaction forms based on agent-provided terms and instructions.

• Review documents for missing signatures, initials, dates, addenda, disclosures, receipts, and required supporting items.

• Coordinate electronic signatures and distribute fully executed documents to the appropriate parties.

• Organize and submit files for brokerage compliance when applicable.

• Monitor document updates throughout the transaction and assist with revised forms as needed.

• Complete a final document review before closing to help confirm the file is organized, complete, and ready for closeout.

Transaction support for investor files, including wholesale, assignment, double-close, and investment property transactions where scope has been approved.

• Set up and organize investor transaction files based on the approved deal structure and scope.

• Support A-B, B-C, and C-D transaction phases when applicable, including document organization and party separation.

• Track key deadlines, deposits, inspection periods, title milestones, assignment timelines, and closing dates.

• Coordinate communication with investors, agents, title companies, lenders, buyers, sellers, and other approved transaction parties.

• Assist with organizing assignment documents, addenda, amendments, disclosures, and supporting transaction materials.

• Monitor title, closing, and funding-related updates and flag items requiring investor, agent, or professional review.

• Support double-close or double-assignment workflows when applicable and approved in writing.

Transaction coordination support for real estate teams and brokerages that need consistent contract-to-close coverage across multiple agents, files, and transaction types.

• Provide transaction coordination support for multiple agents under one team or brokerage relationship.

• Manage contract-to-close coordination for assigned files, including transaction setup, deadline tracking, document organization, communication, and closing preparation.

• Support team leaders, brokers, or operations contacts with visibility into active transaction status, missing items, upcoming deadlines, and closing milestones.

• Coordinate with agents, clients, title companies, lenders, inspectors, appraisers, and other transaction parties as needed for each assigned file.

• Help maintain consistency across team or brokerage files by following approved submission requirements, communication expectations, and coordination procedures.

• Assist with compliance preparation, final document collection, commission documentation, and file closeout based on the agreed scope of service.

• Support high-volume agents, growing teams, or brokerages that need reliable TC coverage without hiring a full-time in-house coordinator.

Pricing: Custom pricing based on transaction volume, number of agents, file complexity, service scope, and support needs.