The Problem
You didn't get into real estate to drown in paperwork.
Every transaction pulls you away from what actually grows your business: clients, appointments, and closings. The administrative load is real — and it's costing you deals.
There's a better way.
The Solution
A Transaction Coordinator who handles the backend
so you can handle the business.
When you hand off the coordination, you get more than time back. You get peace of mind, cleaner files, and clients who feel taken care of.
Every transaction buries you in 40+ tasks that pull you away from clients.
Reclaim 15-20 Hours Per Transaction
That time goes back to prospecting, appointments, and the work that actually grows your business.
One missed deadline or signature can cost you the deal — and your reputation.
Never Miss a Deadline Again
Every document reviewed, every date tracked, every party notified. You stay protected.
When clients feel left in the dark, they don't refer. They complain.
Clients Who Rave About You
Proactive updates keep everyone informed. Happy clients become your best marketing.
Juggling paperwork and people means something always falls through the cracks.
Focus on What You Do Best
You sell. You build relationships. The backend runs itself.
The Plan
Choose the level of support that fits your business.
Both packages deliver the same core promise: you stay focused on clients while every detail gets handled behind the scenes.
Premium Service
Full transaction coordination from contract to close. You stay client-facing. The paperwork, deadlines, and coordination happen without you.
Best for agents who want reliable backend support without the overhead of managing it themselves.
Your Files Stay Clean and Compliant
Compliance issues and missing documents are a liability waiting to happen.
- Every document reviewed for accuracy before submission
- Secure file management with nothing lost or misplaced
- Compliance documentation uploaded and organized
- Escrow and title coordination handled end-to-end
- Command and MLS close-out completed properly
You never worry about audits, missing signatures, or broker callbacks.
Everyone Stays in the Loop
When you're the only point of contact, you become the bottleneck.
- Timeline emails sent to all parties automatically
- Single point of contact for agents, clients, title, lenders, and vendors
- Progress updates throughout the transaction
- Calendar invites to keep everyone aligned
Questions get answered without going through you. The deal moves forward.
Documents Done Right
Preparing, chasing, and tracking documents eats hours you don't have.
- All transaction documents prepared accurately
- Signatures coordinated with every required party
- E-signatures sent and tracked to completion
Paperwork flows smoothly from contract to close without your involvement.
Listings Launch Smoothly
New listings come with a checklist that competes with your other priorities.
- Pre-listing packets sent electronically
- Photography and sign installation ordered
- MLS input and listing setup managed
- Open houses scheduled and coordinated
Your listings go live on time, every time, without the scramble.
White Glove Service
Everything in Premium — plus elevated client communication, brand support, and post-close relationship management that turns closings into referrals.
Best for agents building a referral-based business who want every client to feel like their only client.
Everything in Premium, plus:
Your Clients Feel Guided, Not Lost
Buyers and sellers often feel confused and anxious throughout the process.
- Custom transaction timelines and roadmaps for each client
- Neighborhood orientation packets for buyers
- Weekly listing updates for sellers
- Zoom check-ins for questions, referrals, and reassurance
Clients feel cared for. They remember that feeling when someone asks for a recommendation.
Your Brand Gets Amplified
Listing details get lost across platforms. Your name doesn't stick.
- Listings verified across Zillow, Realtor, Homes, and KW
- Seller reports with ongoing communication
- Branded marketing and social assets
- Personalized templates for listings and touchpoints
Your brand shows up consistently. Sellers see the value. Buyers remember your name.
The Relationship Doesn't End at Close
Past clients forget you. Referrals dry up. You start from zero every quarter.
- Post-close Zoom meetings for referrals and testimonials
- 30-day "How's the House?" follow-up touchpoint
- Client gift coordination
- Home anniversaries and birthday reminders
Past clients become a pipeline. Referrals come in without you chasing them.
Need Something Specific?
Add-on services available with any package — or standalone.
Lease Coordination
Listing setup at launch + lease drafting at tenant acceptance. Includes intro email, paperwork, DocuSign, Command input, MLS entry, lease drafting, and any additional paperwork.
Phase 1 — Due at listing launch · $100
- •Introduction email to all parties
- •Listing paperwork creation
- •DocuSign sending
- •Command input
- •Full MLS listing entry
Phase 2 — Due at tenant acceptance · $100
- •Lease drafting
- •Any additional paperwork or addenda
- •Final signatures via DocuSign
Purchase Agreement Drafting
Contract drafted, sent via DocuSign, submitted, and counteroffers handled.
MLS Input
Full listing entry including photos, documents, showing instructions, and agent remarks.
Appointment Attendance
Coverage for inspections, appraisals, walkthroughs, and vendor meetings.
Additional File Complexity
For files with extensive amendments or unusual timelines. Discussed in advance.
The Outcome
Your next transaction could close itself.
When every detail is handled, you show up as the professional your clients hired. Deals close smoother. Clients refer. Your business grows — without the grind.