Services / 02
Transaction Coordination
We hold the administrative work of your real estate deals — with impeccable attention to detail, organization, and a calm process for buyers and sellers.
THE PACKAGE
Transaction Coordination Package
01 Intake
Review the contract for completeness and follow up for outstanding initials, signatures, and dates
Send you an email outlining important dates and introduce ourselves to the lender, title company, client, and co-op agent — routing all paperwork and communication through us
Add all critical dates to your digital calendar
Establish the file in your broker system of record, upload documents, and add contact information
02 Contract Management
Coordinate the timely satisfaction and removal of all contingencies — including ordering HOA and Condo docs
Weekly lender check-ins, more often when needed
Coordinate inspections with you, the inspector, the buyer, and the co-op
Ongoing system-of-record maintenance as documents and amendments come through
For buyers: collect the second deposit check and forward to the listing agent
For sellers: order payoffs and tax, water, and sewer certifications
Send a detailed email requesting home warranty selection and follow up until it's made
03 Pre-Closing
Remind clients to connect or disconnect utilities and to secure homeowner's insurance
Verify loan commitment with the client's lender, provide copies, and surface any underwriting issues
Order and review the title report — flag and help resolve any issues
Schedule the final walkthrough and closing with your clients, the title company, and you
04 Post-Closing
Obtain final signed closing disclosures and upload to your system of record
Send a congratulatory letter to buyers or a thank-you letter to sellers, prompting reviews with clickable links
Design Just Sold postcards and mail to your chosen demographic (postage billed separately)
Add the client to your contact database with their new address for your past-client drip campaign
Because when the details are handled right, everyone wins.
Confident closings, handled.
From executed contract to recorded deed — a calm,
organized process for you and your clients.
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