Transaction Coordination (Single-Sided)

Full contract-to-close coordination to keep your transaction on track, compliant, and stress-free.

Includes:

• Contract review and digital file setup

• Open escrow and introduction emails (lender, escrow, cooperating agent, client)

• Preparation and distribution of disclosures for signatures

• Ordering of reports (NHD, HOA, Home Warranty, Termite, etc.)

• Tracking and verifying EMD deposit

• Confirming appraisal, inspections, and clearances are scheduled and received

• Monitoring contingency timelines and requesting removals

• Creation of a detailed contact sheet of all parties in the transaction

• Custom timeline of key contract dates and deadlines

• File auditing for compliance throughout escrow

• Sending commission instructions and TC invoice for broker signature

• Confirming escrow has all invoices and credits accounted for

• Coordinating final walk-through

• Requesting and reviewing estimated and final settlement statements

• Uploading all required documents to broker and client backend systems

• Archiving complete file at closing