transaction coordinating services

We are experts at getting your file from contract to close!

Residential Listings

For our contracted clients, let us set-up your listing ahead of going under contract!
We can help you with your disclosure package preparation so that your file will be ready to go the moment your seller signs acceptance!

  • Prepare disclosure package for seller to complete
  • Docusign remaining disclosures and obtain signatures
  • Upload & submit file for broker review

Submit A New Listing

Residential sales

Contract to close

  • Open escrow upon request
  • Communicate with Agent, Escrow, Lender, and other Agent & TC
  • Keep track of deadlines per contract agreement
  • Receive & process transaction related documents utilizing DocuSign & Glide
  • Deliver required forms to client(s), and co-op agent & TC for signatures
  • Risk Management for your file ensuring all required documents have been properly executed
  • Full file audit/review weekly with email update to Agent, Co-op Agent, TC, Escrow & Lender
  • Upload & submit files for broker review in brokers preferred TMS
  • Order Natural Hazard Report
  • Order Home Warranty
  • Closed files are delivered digitally to our Agent and the buyer/seller

Submit a New Contract

tc fees

Residential TC Fees (1-4 units):

Single Agency $600

Dual Agency $900

 

Residential TC Fees (5+ units):

Single Agency $700

Dual Agency $1,000

 

Commercial:

Contact us for pricing

 

TC fees are billed through Escrow and are due at closing.

 

Agent responsibilities

 

As the Agent for the transaction it is your responsibility to ensure your Broker
requirements are met. We will do our best to assist you in being compliant with your brokerage based off the instructions provided by you and/or your office/broker.

  • Provide any/all contract related documents & contact information for us to be able to open your file. TC’s do not send out contracts or counter offers for agents. It is the agents responsibility to provide a fully signed contract to our office before we open a file.
  • Negotiating any/all terms, repair requests, credits etc.
  • Scheduling and attending any/all inspections
  • Notifying their TC, escrow and lender of any contract changes, invoices,
    credits etc.

If your broker requires your file to be submitted/uploaded to a transaction
management platform, please provide all needed log-in information &
requirements for assisting with this process. We cater to many brokerages and
are versed in most online platforms available.

Submit a File