TRANSACTION COORDINATION SERVICES
TRANSACTION COORDINATION SERVICES
Three ways to work together — choose the level of support that fits your file, your season, and your business.
Tier 1 · Listing to Close
Full-service support from the moment a listing goes live through closing day — for agents who want one point of contact from start to finish.
Listing agreement preparation and review
MLS input and listing setup
Coordination of all contract-to-close paperwork
Deadline tracking and compliance oversight
Routing all documents for signature
Upload and organization in your broker portal
Proactive communication with agent, client, title, and lender
Tier 2 · Contract to Close
Full paperwork handling from executed contract through closing — the most popular tier for agents who want the entire file managed for them.
Preparation and management of all contract-to-close paperwork
Deadline tracking and compliance oversight
Routing all documents for signature
Upload and organization in your broker portal
Proactive communication with agent, client, title, and lender
Tier 3 · Compliance Coordination
You or your team handle the paperwork — I keep it moving. A lighter-touch option for agents who want deadline and compliance support without full file management.
Tracking of contract dates and deadlines
Routing existing documents for signature
Compliance review of completed paperwork
Upload and organization in your broker portal
Every agent's business is different — reach out and we'll talk through which tier fits your files and your season.
Amy Weller · Owner / Transaction Coordinator