Services | Transaction Management Pro

Clean. Structured. Managed.

• Contract review + compliance setup

• Standard Industry Service

• Document uploads to broker portal

• Critical date tracking and timelines

• Disclosure management and routing

• Escrow and lender coordination

• Compliance audit and close-out

California Real Estate Transaction Tiers

Choose the level of support that fits your production. Our team ensures every file is compliance-ready and every deadline is met with precision.

Elevated Client Support.

Everything in Professional, plus:

• Buyer/Seller welcome communication

• Proactive follow-ups with all parties

• Repair request drafting and coordination

• Addendum drafting, preparation and tracking

• Priority handling for time-sensitive items

• Weekly status updates (Agent & Client)

Concierge Management.

Everything in Executive, plus:

• Listing input

• Contract drafting, preperation, coordination, and tracking

• RPA drafting, preparation and tracking

• Inspection and vendor scheduling

• Access coordination for all parties

• Custom workflow & issues management

• After-hours urgent support

• Custom admin support as needed

Specialized handling for unique transactions.

• FSBO (For Sale By Owner)

• Short Sale Negotiation

• Commercial Sales

• Commercial Leases