TRANSACTION COORDINATION

Silver Package

Transaction Coordination Essentials

Everything you need for smooth contract-to-close support.

Best for agents who need reliable contract-to-close support without missing a beat.

Everything you need for smooth contract-to-close support.

  • Full document management & compliance submissions
  • Introductory email to all parties (co-op agent, lender, title, client)
  • Verification of contracts, addenda, and timelines
  • Inspection, appraisal, and loan tracking
  • Earnest money verification
  • HOA, warranty, and disclosure coordination
  • Commission Disbursement Authorization (CDA) drafting
  • Consistent communication & progress updates
  • Final file audit and ALTA/CD upload for compliance
  • Added Value Tasks (no extra charge): Seller-side processing, CO follow-up, pre-signing arrangements, VA loan support, solar transfer, well-water tests, home warranty reminders

Gold Package

Transaction + Listing Coordination

All Silver services PLUS listing management support to keep your business running smoothly.

Best for agents who want start-to-finish transaction + listing coordination support.

Everything in Silver, Plus:

  • MLS input (agent-provided remarks/photos)
  • Listing paperwork review & compliance check
  • Coordination of photography, signage, and lockbox installation
  • Seller net sheet requests & delivery
  • Scheduling open houses and showings (if applicable)
  • Pre-listing checklists & seller info sheet collection
  • Monitoring listing deadlines and extensions

Platinum Package

Premium Business Support

Our highest level of service, combining transaction, listing, marketing, and admin support for full back-office partnership.

Best for high-volume agents/teams who want full-service support that feels like an in-house staff—without the overhead.

Everything in Gold, plus:

  • Social media marketing templates & property flyers
  • Branded client communication templates (emails, letters, checklists)
  • Notary services coordination
  • Vendor scheduling (photographers, stagers, cleaners, contractors, inspectors, etc.)
  • CRM updates & data entry support
  • Concierge-style communication with clients for a white-glove experience