tame your transactions

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Leverage your time by letting us put the magic in the details. Services include listing coordination and management from contract to post closing to help you tame your transactions.


We offer various levels of service because we know that your real estate business is not one-size fits all, so our approach isn’t either. Unlock the magic of our standard packages to elevate your business. Need something tailored? We've got the flexibility to customize to fit your unique needs in the dynamic real estate world.

Buying Real Estate and Agreement Concept. Real Estate Agents

Transaction Coordination & Management

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compliance

  • Contract processing to include verifying all signatures executed, uploading to compliance platforms, back up of documents to your preferred platform
  • Maintaining required documents and completing file audit prior to closing
  • Deadlines added to agent‘s calendar for your monitoring


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charm

TRANSACTION

  • Everything in the Compliance package
  • Agent support during business hours
    • M-F 830am-6pm
  • File/loop creation and organization
  • Track down missing signatures, and/or documents, if necessary
  • Distribution of executed contracts to all parties
  • Monitoring Deadline dates and sending agent reminders
  • Management of all transaction documents and requests from other parties
  • Regular status updates to all parties
  • Email correspondence with all parties involved with next steps and important date reminders
  • Verify Earnest Money has been recorded/copied & deposited
  • Submit digital files to the closing department/title company for approval
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enchantment

TRANSACTION

  • Everything in the Compliance and Charm packages
  • Agent support during business hours
    • M-F 830-6pm
    • Weekends/Holidays as contracts arise
  • Weekly Transaction Review Call with agents
  • Weekly client email updates regarding expectations, inspections, home warranty, utility transfer, etc
  • Monitoring Deadline dates and aggressively tracking compliance with agent
  • CRM Management for parties involved during transaction and upon closing
  • Confirm HOA docs, etc. are ordered and follow up accordingly
  • Assist agent in coordination of Inspections and follow up on reports as needed
  • Follow up on Loan Process & Appraisals
  • Coordination of closing appointments with title companies
  • Assistance with ordering closing gifts if requested
  • Post-closing details to clients with final closing disclosure for their taxes and testimonial request for working with the best agent ever!

seamless transactions

We put the magic in every detail so you can focus on the rest!

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TAME YOUR TRANSACTIONS NOW

Creating Work-Life Harmony

one agent at a time

READY TO TAME YOUR TRANSACTIONS?

schedule a discovery call with us

get in touch

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