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Communication & Milestone Management

We establish clear expectations and consistent communication for all parties involved. This includes:

• Opening emails to clients, agents, and all transaction partners

• Coordination with co-op agents, attorneys, title companies, lenders, inspectors, and appraisers

• Ongoing communication as milestones are reached

• Written next-step guidance and date reminders

• Follow-up regarding inspections, negotiation documentation, and appraisal requirements

Every step is communicated clearly to avoid confusion and delays.

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Documentation Oversight & Compliance

We manage, organize, and maintain all transaction-related documents, ensuring full compliance. This includes:

• Processing the executed contract and verifying signatures

• Uploading necessary documents to brokerage compliance platforms

• Creating and maintaining the transaction file/loop

• Tracking down missing documents or signatures

• Distributing executed contracts to all parties

• Completing a full file audit prior to closing

• Responding to documentation requests from cooperating parties

• Submitting final digital files to title/closing departments

• Providing clients with post-closing details, including their final Closing Disclosure for tax purposes

• Verifying earnest money deposits

Your transaction remains organized, compliant, and accessible at all times.

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Calendar & Deadline Management

Critical dates drive every transaction. We ensure nothing is missed.
This includes:

• Adding all deadlines to the agent’s calendar for visibility

• Monitoring deadlines and sending reminders throughout the process

• Coordinating closing appointments with title companies

You stay informed without needing to micromanage.

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Agent Support

We provide dedicated support during business hours:
Monday–Friday, 8:30 a.m.–6:00 p.m.

Your clients receive consistent, professional communication, and you gain back valuable time to focus on production and relationships.

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Branded Client & Agent Experience

We enhance your professionalism with beautifully branded communication and reporting, including:

• Weekly Transaction Review for agents through a shared transaction tracker

• Weekly client email updates outlining expectations, inspections, appraisal details, warranties, utility transfers, and next steps

• Branded testimonial requests during the transaction and post-close

This creates a polished, cohesive, and elevated client experience.

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$550 per file fee invoiced with closing to be paid at Closing.