Services & Rates
Contract-to-Close Coordination ~ Listing Coordination ~ Add-ons ~ Custom Packages
Contract-to-Close Coordination
(Buyer or Seller Side)
$350/transaction - paid at closing
$600 if dual representation
*pay nothing if it doesn’t close!*
● Review executed contract, addenda, and disclosures for missing initials, signatures, or documents and obtain missing documents/signatures
● Send introduction emails to the client and all transaction parties (attorney, lender, other agent etc) with the contract package, important deadlines and information regarding the transaction
● Create transaction and submit all documents in agent’s compliance system (Dotloop, Skyslope, Command, Zipforms etc)
● Schedule Inspections, walkthroughs, and closing appointments (TC does NOT schedule repairs or quotes)
● Order home warranties if applicable
● Coordinate earnest money/due diligence deposits and confirm receipts are shared with all parties
● Monitor deadlines and contingencies, send out calendar invites with deadline reminders for agent
● Draft inspection response or addendums and obtain initials (Agent must provide exact verbiage for all addendums/amendments)
● Follow up with lender to obtain appraisal status and due dates
● Check in with all parties to ensure items are on track for closing
● Check compliance is up to date in preparation for closing
● Send closing task reminders to agent’s clients (address change, utility changes, reminder of closing appointment etc)
● Retrieve and store repair receipts and documentation
● Send CD to agent for review (TC does NOT review CD’s for accuracy)
● Confirm closing
● Upload final closing documents to compliance and close transaction
● Order Sign down/Lockbox pickup if it is a listing (if needed)
● Close in MLS if it is a listing
● and more!
Listing Coordination
$150/listing - paid up front
● Send introduction email to the seller/s as the agent’s transaction coordinator
● Review executed listing paperwork and send out for missing initials/signatures
● Send disclosures and additional needed documentation to seller/s for signatures
● Send seller/s fully executed listing documents
● Schedule photography
● Order sign/lockbox install (if needed)
● Draft listing into one MLS (If multiple MLS entries are required, the agent will pay an additional fee for each one)
● Upload photos into the MLS
● Upload documents/disclosures into MLS
● Set up showing time
● Notify agent to review MLS draft and approve listing
● Submit all documents to broker’s compliance system
● Make any necessary changes to listing as needed
Compliance Only
$150/file
● Check documents for accuracy throughout the transaction
● Upload documents to Compliance Platform
● Agent will receive an email notifying of any missing documents/initials/signatures or any errors
● Agent must obtain all missing documents/initials/signatures and fix any errors and provide to TC
Add-Ons*
$25/each
● Offer to Purchase Drafting
● Listing Agreement Drafting
● Buyer Agency Packet Drafting
*These services require the exact information to be provided and must be reviewed/approved by the agent upon completion prior to sending to any outside parties for signatures
Custom Packages and Branded Services
● Interested in some of our services but not all? Let’s chat and figure out a custom package that works for you!
● Branded Services - Will use Agent provided email address, logo and branding - One time set up fee of $50.
Basic TC Expectations
● Working hours are Monday-Friday 9am-5pm EST
● Process new orders within 1 business day. Orders received after 3 pm on Fridays may not be processed until the following Monday
● Will respond to communications within 2 hours whenever possible
● First-Class Closings will be closed on all National Holidays
Agent Expectations
● Provide login credentials for systems TC will work in
● Provide an executed listing agreement for listing coordination or an executed contract for transaction coordination orders (unless purchasing add-on)
● Review contracts/agreements for accuracy prior to sending to TC
● Verify accuracy and approve MLS listing drafts
● Provide exact verbiage for any addendum/amendment needed
● Respond to your TC’s request for information/assistance in a timely manner
● Handle negotiations and advice to clients throughout the transaction including repair negotations
● Review settlement statements and CD’s