Transaction Coordination Services

(For Buyers & Sellers)

Once your contract is signed, I provide behind-the-scenes coordination to guide your transaction from start to finish and keep everything organized, on schedule, and moving smoothly—whether you are buying or selling.

Step 1: Contract Review & File Setup

• Review the executed contract and related documents to confirm all required signatures, initials, and dates

• Set up and manage the transaction file to ensure proper coordination and brokerage compliance

• Identify key contract dates, deadlines, and milestones

Step 2: Timeline & Client Onboarding

• Create a clear, easy-to-understand transaction timeline outlining what happens next

• Send a client introduction email explaining the transaction process, key milestones, and next steps

• Serve as a consistent behind-the-scenes point of support to help reduce confusion and stress

Step 3: Due Diligence & Vendor Coordination

• Identify any governing condominium or homeowner association and confirm approval requirements, if applicable

• Coordinate and schedule inspections, notifying all parties of dates and times

• Coordinate ordering and tracking of the appraisal

• Order a home warranty, if elected

• Monitor and follow up on HOA or condominium approval processes

Step 4: Ongoing Communication & Progress Tracking

• Proactively communicate with the lender, title or closing agent, and third-party vendors to help prevent delays

• Track transaction progress and follow up as needed to keep everything on schedule

• Provide periodic updates via email or phone

• Deliver proactive milestone updates at key stages, including inspection completion, appraisal, and closing preparation

Step 5: Closing Preparation & Compliance

• Coordinate delivery of wire instructions from the closing agent, when applicable

• Request and review the preliminary ALTA / settlement statement

• Prepare and organize the transaction file to meet brokerage compliance requirements

• Schedule lockbox and sign pickup, if needed

• Coordinate scheduling of the final walkthrough and closing appointment

Step 6: Post-Closing Support

• Deliver final documents after closing

• Provide post-closing follow-up to ensure a smooth conclusion to the transaction

Fee

• Fee is due once commission is received

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 Showing Homes (Showing Assistant)

• $50 – $100 per showing

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 Attending Inspections

• $50 – $125 per inspection

Typical tasks:

• Meet inspector

• Let contractors in

• Take photos/video for the agent

• Send report updates

 Attending Closings

• $75 – $150 per closing

Duties may include:

• Meeting the buyer/seller

• Delivering keys

• Ensuring paperwork is complete

• Representing the agent if they can’t attend

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 Open Houses

• $75 – $200 per open house

Usually 2–4 hours.