Empowering Real Estate Agents

There are many benefits to hiring an independent transaction manager.

The biggest benefit is freeing up your time from administrative tasks so you can focus on what you do best; sell and build relationships.

Experienced Transaction Management

While other transaction coordination providers offer an array of services to diversify their income, our sole focus is managing the escrow process from pending to close. This allows us to streamline our work and do our jobs exceptionally well.

Once a contract is ratified, we take it from there. We handle most of the process—except for negotiations related to appraisals or inspections—and will notify you if your involvement is needed. This gives you the freedom to reclaim your time and focus on what you do best—selling and building relationships.

Take a look below to see how we can support you:

  • Establish and manage your brokerage’s compliance file

  • Open Escrow with the Title Company

  • Ensure all documents are thoroughly reviewed for completion and compliance

  • Gather necessary disclosures and send them for signatures

  • Calculate and monitor contingency timelines

  • Send customized email introductions to all parties involved

  • Prepare buyers and sellers for:

    • Next steps following contract ratification

    • Upcoming closing appointments

    • Utility Transfers

  • Draft amendments and addenda using the verbiage provided by the agent

  • Collect signatures on all necessary documents

  • Arrange for the delivery of earnest money

  • Schedule the home inspection for buyers

  • Monitor the status of the buyer's appraisal and loan approval

  • Order the home warranty (if applicable)

  • Manage the scheduling of closings and walk-throughs

  • Provide personalized closing packages to the client

  • Request the removal of For Sale signs upon closing

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