From Pre-Listing to Closing — Fully Managed | $800

A complete, start-to-finish solution designed to handle every stage of your transaction — from preparing your listing to closing day — so you can stay focused on your clients and production.

What’s Included

Pre-Listing Coordination

• Preparation of listing documents and disclosures

• Organization of paperwork for compliance

• Ensure accuracy and readiness before going live

Listing Coordination

• MLS input and listing setup

• Vendor coordination (photos, staging, etc.)

• Feature sheet creation

• Pre-listing repair coordination

• Document preparation and compliance

• MLS photo comments curated to features

Listing Support (Active Listing Phase)

• Showing feedback follow-up

• Communication support related to listing activity

• Coordination of price adjustments and updates

• Basic CRM support (lead organization)

• Tracking of listing activity

Full Contract to Close Coordination

• Complete transaction management and compliance

• Communication with all parties

• Deadline and timeline tracking

• Lender and title coordination

• Buyer or seller-side support

• Closing coordination and final file completion

Why Choose the Bundle

• One seamless process from start to finish

• No gaps between listing and closing phases

• Consistent communication and organization throughout

• Designed to save you time and keep every transaction on track

We manage your transaction from executed contract to closing, ensuring nothing is missed and every detail is handled with care.

Pricing

• Buyer or Seller Side — $450

• Dual Transaction — $775

• Commercial (Buyer or Seller) — $775

What’s Included

Transaction Management & Compliance

• Review all documents for accuracy, signatures, and completeness

• Ensure compliance file is complete within 48 hours

• Maintain an organized, up-to-date transaction file

• Upload all documents, amendments, and disclosures as received

• Track and manage broker-required compliance items

Communication & Coordination

• Send introduction email to all parties with key dates and next steps

• Act as main point of contact for agents, clients, lenders, and title

• Provide consistent updates throughout the transaction

• Notify all parties of changes, deadlines, and important milestones

Deadline & Contract Tracking

• Track all contract deadlines and contingency periods

• Monitor amendments, extensions, and required actions

• Send reminders prior to deadlines to keep everything on track

• Coordinate key dates: option period, financing, appraisal, closing

Lender & Title Coordination

• Communicate with lender on loan progress and appraisal status

• Coordinate with title company on escrow, earnest money, and documents

• Confirm receipt of earnest money and required documents

• Ensure all parties are aligned leading up to closing

Buyer-Side Support

• Submit executed contract to lender

• Coordinate inspections and track completion

• Monitor loan progress and lender requirements

• Assist with earnest money delivery or wire reminders

• Provide utility transfer reminders and closing guidance

Seller-Side Support

• Manage listing-side documentation and compliance

• Coordinate MLS status updates (pending, closed, etc.)

• Follow up on repairs and required documentation

• Coordinate closing logistics and final details

• Arrange sign removal and post-closing steps

Closing Coordination

• Schedule and confirm closing appointment

• Coordinate final walkthrough

• Confirm all documents are complete prior to closing

• Upload Closing Disclosure/HUD for compliance

• Notify all parties once transaction has closed

Agent Expectations

To ensure a smooth and efficient transaction, the following is expected:

• All executed contracts and documents are submitted at the start of the transaction

• Agents remain responsible for negotiations and client representation

• All additional services outside of standard scope are discussed and approved in advance

• Clear and timely communication is maintained when decisions or actions are needed

• Required compliance documents are provided if not already established

This structure allows us to deliver a seamless, organized, and on-time closing experience for every transaction.

Full Listing Coordination  | $250

Prepare your listing for a smooth and successful launch

What’s Included

• MLS input and listing setup

• Vendor coordination (photos, staging, etc.)

• Feature sheet creation

• Pre-listing repair coordination

• Document preparation and compliance

• MLS photo comments curated to features

Pre-Listing Coordination | $150

Get your listing organized before it hits the market

What’s Included

• Preparation of listing documents and disclosures

• Organization of all paperwork for compliance

• Ensuring accuracy and completeness before going live

Listing Support Add-On | $200

Ongoing support while your listing is active

What’s Included

• Showing feedback follow-up

• Communication support related to listing activity

• Coordination of price adjustments and listing updates

• Basic CRM support (adding and organizing leads)

• Tracking and organization of listing activity

Ensure your file is complete and broker-compliant

What’s Included

• Review of transaction file for compliance

• Identification of missing or incomplete documents

• Upload and organization of documents

• Submission for broker compliance

Not Included

• Communication with clients, lender, or title company

• Deadline tracking or contract management

• Coordination of inspections, appraisal, or closing

Additional Work

Files requiring extensive follow-up, corrections, or coordination may be billed at an hourly rate.

Ongoing support to help streamline your business and daily operations

What's offered

Client & Transaction Support

• Email management and inbox organization

• Calendar management (showings, deadlines, reminders)

• Client follow-ups using templates and check-ins

• CRM updates and database organization

Marketing Support

• Social media scheduling

• Listing post creation

• Email marketing (newsletters, listing announcements)

• Simple Canva graphics

Operations Support

• Process setup (checklists, workflows)

• File organization (Google Drive, Dropbox)

• Vendor coordination (photographers, title, etc.)

• Systems cleanup and optimization

How It Works

Support is billed hourly and can be used for a variety of administrative, marketing, or operational tasks based on your business needs.

Scope of Work

This service does not include full transaction coordination or contract management services.