FULL SCOPE OF REPRESENTATION
Our goal is to ensure that your file is organized, BRE/Broker compliant, and handled with professionalism
Whether you need single-sided listing coordination, buyer agency compliance, or full dual-party neutral management, fees are disbursed directly through Escrow at closing.
FEE TRANSPARENCY
Transparent Per-File Pricing. Zero Upfront Overhead.
Eliminate fixed administrative salaries. Our transaction coordination services scale directly with your business production.
Paid directly via Escrow Closing
No Monthly Subscriptions or Setup Fees
Tier 01 • Standard
Single-Sided Representation
Dedicated transaction coordination for either Buyer or Listing agent representation.
Full California RPA compliance audit and milestone schedule
Complete C.A.R. disclosure package preparation & routing
Escrow instructions and preliminary title report distribution
Contingency removal tracking & formal notice management
Final DRE-compliant electronic file delivery
No credit card needed · Escrow billed
Complete Dual-Neutral Protocol
Tier 02 • Comprehensive
Dual-Sided Coordination
Comprehensive neutral coordination managing both Buyer & Seller documentation concurrently.
Dual-neutral California disclosure management
Harmonized timeline tracking for all contract parties
Seamless liaison between escrow, title, lender & coop agents
Complete dual audit packages submitted to brokerage compliance
Zero fee if escrow cancels prior to standard terms
No credit card needed · Escrow billed
Tier 03 • Enterprise
High-Volume Team & Brokerage
Customized workflow architectures and priority SLA response for mega-teams and independent brokerages.
Dedicated senior coordinator assigned to your roster
Custom brokerage-specific checklist and compliance portal syncing
White-glove communication with high-net-worth clientele
Priority queue processing with guaranteed 1-hour turnarounds
Weekly pipeline review and contingency risk reporting
No credit card needed · Escrow billed
Transaction Coordinator Responsibilities
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Manage the transaction, paperwork, status, and communication with all parties
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Review purchase contracts to ensure all required details are complete
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Coordinate with agents, transaction coordinators, and escrow
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Order Natural Hazard Disclosure and Home Warranty reports when applicable
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Prepare organized buyer and seller disclosure packages
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Send customized documents for electronic signatures
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Track transaction deadlines and keep all parties on schedule
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Prepare the final personalized closing documents after escrow closes
Real Estate Agent Responsibilities
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Review draft escrow instructions
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Provide complete client contact information
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Obtain buyer prequalification and proof of funds
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Ensure deposits are submitted to escrow on time
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Review preliminary title reports
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Coordinate property and termite inspections
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Review seller disclosures for completeness and accuracy
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Complete the Agent’s Visual Inspection Disclosure
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Keep the TC copied on all correspondence
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Ensure all escrow documents are signed and returned
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Coordinate repairs, contract changes, and required signatures
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Track and advise on contingency removals
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Schedule and conduct the final walkthrough
NEXT STEPS
Ready To Offload Your Transaction Paperwork?
Partner with Southern California's premier transaction coordinators. We safeguard your timelines, assure full CAR/DRE compliance, and let you focus on your clients.
DIRECT CONTACT
ORANGE COUNTY OFFICE
SAN DIEGO HUB
GUARANTEED SLA
Within 2 Business Hours