Real Estate Transaction Coordination

Behind every smooth closing is strong coordination. A transaction coordinator brings structure and calm to the transaction process, managing details, timelines, and communication so real estate professionals can stay focused on relationships, growth, and the next opportunity.

Contract-to-Close Management

  • Management of the transaction from executed contract through closing

  • Review of contract documentation for completeness and required disclosures

  • Creation and maintenance of transaction timelines and deadlines

  • Tracking contingency periods, inspection timelines, and contractual obligations

  • Ongoing monitoring of transaction progress to ensure milestones are met

Communication & Coordination

  • Primary coordination with escrow, title companies, lenders, inspectors, and vendors

  • Communication support between agents, buyers, sellers, and service providers

  • Follow-up with all parties to maintain momentum and prevent delays

  • Providing status updates to agents throughout the transaction

Compliance & Document Management

  • Organization and management of transaction files

  • Ensuring all required signatures and documents are completed and submitted

  • Compliance tracking according to brokerage or state requirements

  • Uploading and maintaining documents within brokerage or transaction management systems

  • Preparation of files for broker review and closing approval

Scheduling & Timeline Support

  • Scheduling inspections, appraisals, walkthroughs, and closing appointments

  • Coordination of repair timelines and vendor access when applicable

  • Tracking loan milestones and closing requirements

  • Managing deadlines for contingencies and document submission

Pre-Closing & Closing Support

  • Verification that all required documentation is complete prior to closing

  • Coordination of final closing details with escrow and title

  • Confirmation of closing appointments and key timelines

  • Assistance with final walkthrough coordination

Post-Closing Support

  • Organization and delivery of final closing documents

  • File completion and archival according to brokerage requirements

  • Coordination of post-closing follow-ups and client communication

  • Preparation of transaction records for bookkeeping or reporting purposes

Request an Estimate for Monthly Services

Customizable services to meet all of your business needs