Standard Contract-to-Close – $325

Deadlines and Communication

• Simple, proactive client communication via email

• Template emails customized with your name and information

• Milestones synced to the agent’s calendar

• Continuous monitoring of deadlines and contingencies, with outreach to transaction parties as needed

Documentation and Compliance

• Upload, organize, and label all documents

• Maintain the brokerage compliance file and submit and pre-check document

• Retrieve missing signatures and confirm that required paperwork is complete

• Confirm receipt of earnest money, inspection documents, HOA or municipal documents, and repair receipts

Inspections and Repairs

• Send client-specific emails explaining the inspection process

• Request and file inspection reports and occupancy documents

• Order home warranties when require

• Title and Lender Coordination

• Provide transaction parties with the sales contract, commission information, and contact details

• Help keep payoff requests and title work on track

• Send pre-loan-commitment and pre-closing check-in emails

• Order surveys or work orders as needed

Basic Closing Coordination

• Confirm closing details by email

• Send a pre-closing email to the client and add the details to the agent’s calendar

• Receive and verify the client’s closing statement, including the sales price, credits, agent compensation, and home warranty

• Provide buyer clients with the full contract and supplemental documents at closing

Premium Contract-to-Close – $400

• Includes everything in Standard Service, plus:

• High-level client care by email, text, and phone throughout the process

• Client milestone emails for acceptance, inspection, inspection resolution, loan commitment, and pre closing

• Register buyer clients for OneSource Connect for easy utility setup

• Direct phone calls with clients, lenders, and title companies

• Coordinate closing details directly with clients and the title company

Highlights

• Organized transaction file for easy reference

• Agent copied on communication with transaction parties

• Peace of mind so you can focus on selling and client care

When Should I Submit a Contract?

Submit contract documents within 24 hours of acceptance for optimal efficiency.
Approve final data entry, milestones, and communication plans with your Transaction Manager.
Let us handle the administrative, compliance, and coordination tasks while you focus on growing your business.

Payment is due at closing or within 15 days of the closing date. If you don’t close, you don’t pay.