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What We Handle

From residential sales to complex commercial closings, we manage every technical detail of your real estate transaction.

Residential Closings
  • Single-family home transitions
  • Condo and townhouse sales
  • First-time homebuyer coordination
  • Escrow and title monitoring
Wholesale Transactions

  •  Assignment agreement management

  •  End buyer coordination

  •  Title company communication

  •  Assignment fee tracking

  •  Double closing coordination

  •  Wholesale closing timeline management

Real Estate Investor Transactions

  •  Cash purchase coordination

  •  Due diligence tracking

  •  Inspection and contractor scheduling

  •  Title and closing management

  •  Portfolio transaction organization

  •  Multi-property transaction support

Full Service Transaction Management Phases

Upon Contract Execution

  •  Receive and review fully executed contract

  •  Open transaction file

  •  Verify all signatures and required documents

  •  Create transaction timeline and critical date calendar

  •  Enter transaction details into tracking system

  •  Send welcome email to all parties

  •  Confirm contact information for buyer, seller, agents, lender, title company, and attorneys

  •  Distribute contract and supporting documents to appropriate parties

Earnest Money & Escrow Coordination

  •  Verify earnest money requirements

  •  Communicate escrow deposit instructions

  •  Track earnest money delivery deadlines

  •  Confirm escrow receipt with title or escrow company

  •  Update transaction file with confirmation

Inspection & Due Diligence Management

  •  Monitor inspection contingency deadlines

  •  Coordinate inspection scheduling

  •  Track inspection reports and repair requests

  •  Facilitate communication between parties regarding repairs

  •  Monitor contingency removal deadlines

  •  Ensure required documentation is executed and distributed

Financing & Appraisal Coordination

  •  Confirm lender information

  •  Track loan application deadlines

  •  Monitor financing contingency dates

  •  Follow up on appraisal scheduling

  •  Coordinate communication between lender and agents

  •  Track loan approval milestones

  •  Monitor clear-to-close status

Title & Closing Coordination

  •  Submit contract to title company

  •  Coordinate title commitment review

  •  Monitor title requirements and updates

  •  Track payoff requests and lien resolutions

  •  Ensure all required closing documents are received

  •  Coordinate communication between title company, agents, and clients

Ongoing Transaction Management

  •  Maintain transaction calendar

  •  Track all contractual deadlines

  •  Monitor contingency periods

  •  Provide status updates to agents and clients

  •  Follow up with all parties as needed

  •  Organize transaction documents

  •  Maintain compliance-ready transaction file

  •  Identify and communicate potential delays

Compliance & Document Management

  •  Collect required disclosures and addenda

  •  Verify completed transaction documentation

  •  Organize digital transaction file

  •  Submit documents according to brokerage requirements

  •  Maintain audit-ready records

  •  Ensure file completeness prior to closing

Pre-Closing Coordination

  •  Confirm closing date, time, and location

  •  Verify final loan approval

  •  Confirm closing disclosure delivery

  •  Coordinate final walkthrough scheduling

  •  Confirm utility transfer reminders

  •  Verify all outstanding items have been completed

  •  Prepare final transaction status update

Closing Day Support

  •  Confirm successful closing

  •  Coordinate final communication with all parties

  •  Verify recording and funding status

  •  Ensure closing documents are distributed appropriately

  •  Update transaction records

Post-Closing Services

  •  Deliver completed transaction file

  •  Submit final compliance documentation

  •  Archive transaction records

  •  Confirm commission processing (if applicable)

  •  Provide closing summary

  •  Assist with post-closing follow-up requests

Have a transaction in mind?

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