Standard Contract-to-Close – $325

Deadlines & Communication

• Simple, proactive client communication via email

• Template emails customized with your name and info

• Milestones synced to agent calendars (pending & completed)

• Licensed Transaction Manager available day or night for document assistance

• Continuous monitoring of deadlines and contingencies; outreach to parties as needed
  
  

Documentation & Compliance

• Upload, organize, and label all documents

• Maintain brokerage compliance file, submit and pre-check documents

• Retrieve missing signatures and confirm all required paperwork is complete

• Confirm receipt of earnest money, inspections, HOA or municipality documents, and repair receipts
  
  

Inspections & Repairs

• Client-specific emails explaining inspection process

• Request and file inspection reports and occupancy documents

• Order home warranties if required

Title & Lender Coordination

• Provide all parties with sales contract, commission, and contact information

• Ensure payoff requests and title work are on track

• Pre-loan commitment and pre-closing check-in emails

• Order surveys or work orders as needed
  
  

Closing Coordination – Basic

• Confirm closing details via email

• Send pre-closing email to client and agent calendar

• Receive and verify client closing statement (sales price, credits, agent compensation, home warranty)

• Provide buyer clients with full contract and supplemental documents at closing
  
  

Premium Contract-to-Close – $400

Includes everything in Standard Services plus:

• High-level client care via email, text, and phone throughout the process

• Client milestone emails: acceptance, inspection, inspection resolution, loan commitment, pre-closing

• Register buyer clients for OneSource Connect for easy utility setup

• Direct phone calls with clients, lenders, and title

• Coordinate closing directly with clients and title company (time and location)
  
  

Highlights

• Organized transaction file for easy reference

• Agent CC’d on all communication with parties

• Peace of mind to focus on selling and client care

When to get started? and other FAQ

• Submit listing or contract documents within 24 hours for optimal efficiency.

• Submit payment upfront for listing management services (non-refundable).

• Approve final data entry, milestones, and communication plans with your Transaction Manager.

• Let us handle the administrative, compliance, and coordination tasks while you focus on growing your business.

Payment is to be paid as an invoice at closing or within Net 15. 

If you don’t close, you don’t pay.