Transaction Management

What We Do

*Please NOTE we can create a package custom to your needs. We know no two agents needs are the same* Packages starting from $375

  • Personalized email introduction to all parties involved

  • Review contracts, disclosures, and addenda to ensure proper execution

  • Order title, verify receipt of earnest money, and serve as a liaison between client and closing team

  • Gather and deliver necessary due diligence, HOA, and financial documents

  • Order Home Warranty if needed

  • Maintain direct communication with lender from introduction to closing with weekly updates

  • Manage deadlines for inspections, appraisal and contingency

  • Track repair request timelines

  • Serve as a point of contact for your client and all parties (title, lender, vendors and co-op agent) for status updates and outstanding items

  • Upload disclosures, documents and reports as they are received for compliance

  • Send documents for signature and verify completion

  • Coordinate the closing process

  • Prepare a closing folder for accuracy and submit for compliance

Agents Responsibilities

  • Provide accepted offer documents and client contact information

  • Schedule and supervise inspections

  • Review all inspection reports, negotiate and coordinate any repairs, and changes to the contract.

  • Work to provide a win-win for your client through all negotiations 

  • Final walkthrough and verify all repairs were completed