Full Service Transaction Management

(Contract to Close)

• Document Management & Compliance: Ensure all contract and title documents are complete, fully executed, and submitted to the broker for compliance. Provide receipts to all parties (binder deposit, repair invoices, etc.).

• Deadline & Milestone Tracking: Calculate critical deadlines, create timelines, and provide weekly updates to you and your clients.

• Email & Communication Management: Send detailed introductions, updates, and key information to all parties, keeping everyone informed without you lifting a finger.

• Follow-Up & Coordination: Ongoing coordination with title, lender, co-op agent, HOA, inspectors, and more. Proactively resolve snags that could delay your deal.

• Inspection, Repair, & Appraisal Monitoring: Schedule inspections, confirm reports are delivered, track appraisal progress, and follow up on repair completion so your clients stay on track.

• Post-Closing Support: Deliver final documents, update MLS, and help with client reviews and home service connections if desired.Secure document management and compliance with all required parties.

• Agent Portal Access: Gives you full visibility of deadlines, contacts, and transaction details anytime via our secure online portal and app.

• Move Concierge Service: Connect your clients with trusted home service and utility providers, helping make their move smooth — completely free, while giving you the credit.

• Commission & Closing Docs: Ensure CDA (Commission Disbursement Authorization) forms are drafted and submitted to title, and upload all final signed settlement statements and other documents to the agent’s online transaction management service or portal for compliance and easy access.

• Internal Compliance Checks: Conduct thorough audits prior to closing to ensure all documents, signatures, and disclosures are complete and compliant before closing.

• Closing Coordination: Schedule signing appointments for clients and agents, confirm final walk-throughs, and ensure the transaction closes on time with all parties notified.

Listing Management

(Listing Agreement to Live in the MLS)

• Document Management & Compliance: Ensure all listing documents, disclosures, surveys, HOA/condo documents, and broker-required forms are complete, executed, and submitted to your compliance platform.

• Listing File Creation & Management: Complete setup of your listing file in your preferred software, ensuring all required documents, disclosures, and executed agreements are properly prepared and organized.

• MLS Listing Entry: Enter listing information into MLS, including showing instructions, Open House details, and professional photos. Organize and review listings for accuracy and completeness, and syndicate to relevant platforms like Zillow and Realtor.com.

• Listing Description & Marketing Materials
  Create a polished, market-ready listing description that captures attention. Provide customizable social media templates for “Just Listed,” “Just Sold,” and Open House promotions, along with professional seller reports to keep your clients informed.

• ShowingTime Setup: Enter showing instructions and details into ShowingTime once the property is active in the MLS, ensuring seamless scheduling for agents, buyers, and their representatives.

• Vendor Coordination: Schedule cleaners, stagers, and photographers as needed to ensure your listing is presented at its best.

• Client Communication: Keep sellers informed of key dates and deadlines throughout the listing process. Send all required disclosures for signatures, ensuring everything is fully executed without extra effort on your part.

• Agent Portal Access: Gives you full visibility of listing details anytime via our secure online portal and app.

Essential Package

Perfect for agents who want reliable support to stay on top of every transaction.

Our comprehensive contract-to-close plan covers the agent’s most pressing needs. This includes everything listed under our full-service transaction management service above.

Elite Package

Designed for agents who want a more customized, enhanced, and streamlined experience.

Everything in the Essential Package, plus hands-off contract execution, branded communications, and automated review follow-ups:

• Contract Execution Follow-Up: No more chasing missing signatures or documents yourself if you submit a contract that is not fully executed. We handle outreach to co-op agents or clients, collect what’s needed, and keep your transactions moving so you can focus on your day.

• Custom Branded Email Signature: Our emails will look like a seamless part of your team with your colors and brokerage logo professionally incorporated.

• Custom Review Requests: We send personalized review requests via email and text at your preferred time, check back once to see if reviews were posted, follow up automatically if needed, and notify you when reviews are submitted. Let us help you grow your online presence effortlessly.