We have a dual approach to transaction management that allows us to meet the diverse needs of our clients in the real estate industry.
For Individual Realtors:
We’re your partner through every step of the transaction process, from contract to closing. Our commitment to efficiency, organization and attention to detail, ensures that individual realtors can focus on what they do best – selling homes and serving their clients.
For Brokers:
Whether you're a small boutique agency or a large real estate firm, we work closely with you and your agents to maintain a high standard of excellence across all of your transactions. Empowering you to better support your agents, foster their growth & ensure their success.
Our Services
Contract to Close
Buyer or Seller
We manage the administrative end of your transaction, facilitating a smooth and organized process to seamlessly move you and your clients from accepted offer to closing table.
Essential Package
$350
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We process your accepted offer & coordinate essential tasks to set you, your clients & their transaction up for success.
Review contract for completeness
Create dates & deadlines sheet and send to all parties
Send introductory email to all parties
Add dates to agents calendar
Upload documents to compliance platform
Coordinate inspection & earnest money deposits
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We act as your dedicated "communication hub" for the transaction from contract to close
Act as a single point of contact from contract to close
Weekly follow-up with lender, title and co-broke
Manage any file updates
Confirm appraisal status and loan commitment
Confirm home warranty & other closing related duties
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We ensure you, your clients & all collaborators are on track for a successful & stress-free closing
Review closing statement and title commitment
Schedule closings / final walk-thru
Update MLS status, if applicable
Send "Thank You" & review-request emails to all parties
For agents that want to maximize their leverage, we offer an additional level of service, including all the essential services plus Contract Concierge.
Concierge Package
$400
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We free up additional time for growing your business, by leveraging our licensed transaction managers to coordinate additional contractual requirements.
Drafting minor amendments & notices
Sending brokerage compliance forms for client signatures
Listing Services
and Compliance
We take on the tedious parts of bringing a listing to market, so you can focus on prepping your clients, their home, and your listing marketing strategies.
Essential Package
$200
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Enter listing into local MLS
Photo & document upload to local MLS
Send "Your Listing Is Live!" email to the seller
Showingtime / Aligned Showings Entry
Update status in MLS
Order signs up
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Review contract for completion
Enter listing in compliance platform
Concierge Package
We’re hard at work developing a robust package of additional services to further help our agents maximize their value to their clients. Please reach out to hear more about what we have planned!
Additional Services
We understand that all brokerages, agents & transactions are not the same, so in addition to our basic services, our additional services are here to tailor our help to best fit your needs.
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$125
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$100
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$75
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$50
