Transaction Coordination

Systems & Customizations

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Stay Connected and In Control

Anytime Anywhere

Welcome to your all-in-one transaction hub! Our secure client portal makes it easy to stay on top of every detail—from contract to close. With real-time access to documents, timelines, and updates, you’ll always know exactly where things stand. Submitting new deals is simple, and everything stays organized from day one. Plus, our portal helps keep our Transaction Coordinators on track and fully aligned with your workflow, ensuring nothing falls through the cracks. Whether you're an agent, buyer, or seller, our portal keeps you connected and confident every step of the way.

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Weekly Updates, Delivered

We provide automatic, customizable weekly updates to keep everyone informed—clients, agents, title companies, lenders, and more. These updates are tailored to your preferences and can include key milestones, next steps, and reminders, ensuring clear communication and a smooth transaction for all parties involved.

Close Deals, Not Checklists

We create a personalized transaction checklist based on how you like things done—and we use that same checklist every time. This means updates to your CRM, clients, brokerage, title company, and more are always handled just the way you want. It’s a consistent, stress-free process that keeps everyone in the loop and helps your business run smoothly, every step of the way.

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CUSTOMIZE WITH US

Stay Consistent, Stay on Track - Your Systems, Your Style.

We offer fully customizable task templates designed to align with your unique transaction workflow. Whether you have specific steps, reminders, or client touchpoints you'd like included, we tailor the checklist to reflect exactly how you run your business. In addition, our email templates are completely customizable—allowing you to personalize messaging that goes out at key stages of the transaction. From intro emails to closing day updates, your branding and voice stay consistent throughout the process, ensuring a seamless and professional experience for your clients every step of the way.

Consistent Client Experience Through Your Brand

We provide the option to align our communication with your branding where possible. This can include sending emails using your domain name and customizing our email signature to reflect your brand elements—such as your logo and colors. If desired, this option helps maintain a consistent and professional client experience throughout the transaction.

Emails That Speak Your Brand

We offer personalized email templates that can be scheduled to send at key points throughout the transaction. From introduction emails to closing day updates, each message is tailored to match your tone, branding, and preferred communication style—ensuring a consistent, professional experience for your clients every step of the way.

Real-Time Updates, Total Transparency

For those who prefer quick, streamlined updates, We offer the option of group text messaging as a convenient way to keep the client, agent, and Transaction Coordinator connected throughout the transaction. This shared communication stream allows for quick updates, clear coordination, and seamless collaboration. To ensure accountability and transparency, all calls and communications are documented and recorded, providing a reliable record of the transaction from start to finish.

Your Business, Your Way—Let’s Build It Together

Choose only the services you need and leave out what you don’t. Our customizable packages are designed to fit your workflow, support your goals, and grow with your business. Let’s create a solution that works just for you.

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