Contract Kickoff

Receive executed contract & client info

Send contract to lender, title, and all parties

Welcome email to buyers with deadlines & instructions

Deadline Management

Track all contract dates & send reminders

Coordinate inspections, amendments & receipts

Keep parties updated on appraisal, survey & title status

Document Organization

Upload all documents to your preferred platform

Deliver signed amendments & compliance paperwork

Maintain a complete, accurate file for broker review

Start to Finish

Ongoing updates from survey, appraisal & title company

Repair receipts requested & delivered to client

Closing & walkthrough scheduled by TC &

Closing email sent to client with all details

CDA prepared and delivered to all parties

Closing Prep

Schedule closing & final walkthrough

Send final walkthrough form for e-sign

Review & provide final closing statement & CDA

Peace of Mind

We keep communication flowing with lenders, title, and agents—ensuring nothing slips through the cracks so you can focus on clients, not paperwork.

VIP Agent Package

For top-tier agents who want a true partner in every step. Everything in the Standard Package, PLUS:

Offer Management

Agent provides contract terms & client info

TC writes offer, prepares revisions, and routes for e-sign

Agent reviews before signature is sent

Expanded Coordination

TC schedules inspections with your preferred inspectors

TC writes amendments (per agent’s wording)

For Listings. Setting your listings up for success.

Coordinate listing appointment details

Send listing docs for e-sign

Enter partial listing in MLS

Upload photos & documents

Maintain MLS status updates through closing

Manage photos & showing instructions

Enter or update MLS remarks (per agent approval)

Send listing welcome email to client with MLS information and photos.

Process offers as directed by agent

Send contracts to sellers for e-sign once terms are confirmed