General Transaction Coordination
Questions & Answers
We handle the paperwork and administrative side of your real estate transactions from contract to close. That means opening escrow, tracking deadlines, collecting and sending documents, coordinating with title, lender, and the other agent, uploading to your compliance system, and keeping everyone on track so nothing falls through the cracks. You focus on your clients and selling. We handle the back end.
Pretty much. You sign one service agreement with us (covers all your future files, not just one), fill out a quick registration form with your compliance and signing platform logins, and you’re set up. From there, whenever you get a deal under contract, you email us the executed contract or submit it through our website. We open escrow, send out introductions to all parties, and take it from there. You’ll get updates throughout and we’re always reachable if something comes up.
$400 per file for buyer or seller sides. $600 if you’re representing both sides. Our fee comes out of your commission at closing through escrow (if your brokerage allows), so there’s nothing out of pocket upfront. You don’t pay until the deal closes.
No. We come in after the offer is accepted and executed. Once you’ve got a signed contract, that’s when we take over. During the transaction, we do handle drafting addendums and amendments at your direction, but the initial offer and any negotiations are all you.
Yes. We work in whatever system your brokerage uses. SkySlope, Dotloop, Command, TransactionDesk, BoldTrail, Brokermint, you name it. When you sign up with us you give us your login info and we handle all the uploads and compliance submissions for you. That’s actually one of the biggest time-savers for most agents.
We work with agents across most of the major brokerages in the area and we’re familiar with their specific requirements. Every brokerage has its quirks with paperwork and compliance, and we deal with those daily. If there’s something unique to yours we haven’t seen before, we figure it out fast.
An assistant typically works for you directly and helps with whatever you need, which could be anything from marketing to scheduling showings to running errands. A TC is specifically focused on the transaction itself, from contract to close. We’re specialists. We know the paperwork, the deadlines, the compliance requirements, and we have systems built to make sure nothing gets missed. Most of our agents use us instead of hiring an assistant for the transaction side because it’s more cost effective and we’re doing this all day every day.
As soon as you have an executed contract. The sooner the better honestly, because we want to get escrow opened and introductions out to all parties right away. Some agents wait a day or two and that’s fine, but the faster we get it the smoother everything goes from the start.
The simple version: if it’s administrative, we do it. If it requires your expertise or your relationship with the client, that’s you. We don’t negotiate on your behalf, we don’t explain contract terms to your clients, and we don’t make decisions on the file without your direction. But anything administrative, whether that’s chasing signatures, sending documents to escrow, updating your compliance system, tracking contingency dates, coordinating with the lender, we’ve got it. If you tell us to do it and it’s part of the transaction workflow, it gets done.
No. If the transaction cancels before closing, our fee is waived. Since we get paid through escrow at close, if there’s no close, there’s no charge.
