Contract to Close
Our core service for busy agents.
Ideal For:
- Solo agents closing 15+ deals/year
- High-volume teams needing standardization
- Agents who want to eliminate compliance anxiety
Transaction Coordination
Our comprehensive contract-to-close service ensures every deadline is met, every document is signed, and every party is informed. We act as the central hub of communication for your transaction.
1. Intake & Introduction
Review executed contract for accuracy. Send introduction emails to all parties (Lender, Title, Co-op Agent, Client) establishing our role and timeline.
2. Compliance & Documentation
Upload all documents to your broker's compliance platform. Audit file for missing signatures or initials. Ensure all state and federal disclosures are complete.
3. Deadline Management
Track all critical dates (Inspection, Appraisal, Loan Commitment, Closing). Send reminders to all parties to ensure no deadline is missed.
4. Vendor Coordination
Coordinate with title/escrow for title commitment. Ensure lender has all necessary documents. Confirm appraisal has been ordered. Coordinate closing time and location.
5. Closing & Post-Closing
Review settlement statement for accuracy. Ensure DA/Commission instructions are sent. Upload final closing package to broker. Send "Congratulations" email to client with review request.
Listing Launch
Start your listings off right.
Listing Coordination
A successful sale starts with a perfect launch. We handle the pre-market preparation so your listings hit the market with maximum impact and zero stress.
- Prepare listing agreement
- Order photography/signage
- Gather utility info/disclosures
- Draft MLS description
- Upload photos & documents
- Set up showing service
For high-end properties requiring white-glove service. Includes all standard services plus:
- Brochure design coordination
- Single property website setup
- Virtual tour coordination
- Just Listed postcard design
Virtual Assistance
Flexible support for your business.
Administrative Support
Need help beyond the transaction? Our virtual assistance services provide flexible, hourly support for the tasks that keep your business running but don't require your license.
Database Management
CRM updates, tagging, cleanup
Marketing Prep
Flyer creation, social media scheduling
Client Gifts
Ordering & coordinating delivery
Scheduling
Calendar management & appointments
Flexible Pricing
$20/hour
No long-term contracts. Pay only for the hours you need.