TRANSACTION MANAGEMENT

We manage everything from contract to close and in-between.

Be more productive with our transaction management services. Our customized systems will allow for an effortless relationship with your transaction coordinator. We ensure your transactions are handled professionally and efficiently. 

 

  • Enter listing information
  • MLS Input
  • Sign management
  • Lockbox Management
  • Coordinate the Opening of Escrow
  • Liase between all parties involved
  • Prepare and dispurse all buyer, seller and broker disclosures
  • Upload all required transactional forms to transaction management software
  • Disburse fully executed documents
  • Schedule all appointments (Home Inspection, appraisals, repairs, termite, final walk thru etc…)
  • Monitor deadlines and ensure timelines are adhered to
  • Manage all transaction communications including closing

LEAD MANAGEMENT SERVICES

Are you leaving money on the table because you do not have time follow up? 

  • Lead management automation (email marketing)
  • Lead management, actually taking those leads and taking them through your processes and turn them into customers
  • Calendar management
  • Collecting feedback from your clients and team members

 

We offer flat rate pricing. The back end is where we live, let us handle all the transactional  paperwork. No more late nights, task it and consider it done!

Frequently Asked Questions

I do not know where to begin. Don't I have to get myself ready?

Yes. You do but, with our strategy sessions we will walk you through a customized action plan, to ensure you are taking the proper steps. Schedule a discovery call to get started. Click here to schedule a discovery call.

How can you help me with systems & processes?

We work directly with you to develop a strategy using our proven methodologies and the end result will be streamlined and automated processes. 

How can I ensure my documentation is safe and secure?

I performed penetration testing for an online educational program in the country of Moldolva. I was tasked to find security vulnerabilities in their program and attempt to infiltrate them. Cybersecurity is very important to me. We use the industry standard 128 bit encryption to ensure your documentation is safe.

I thought email marketing was obsolete.

Email marketing is the best form of direct marketing and is still an effective source of marketing, currently used by major brands. Just check your email inbox. How many store coupons can you find in there?

I want to automate my processes but do not know how.

Automation done right can increase productivity and give you the freedome you need. There are so many ways processes can be automated and that is why we are the experts. Schedule your discovery call now to see how we can help you.