Open a File

Everything from contract to close

A complete transaction coordination service that manages the entire lifecycle of your escrow — accurately, proactively, and communicated every step of the way.

How it works

Four phases, zero dropped balls

1

Open

Once your offer is accepted, you send us the executed contract. We open the file, introduce ourselves to every party, and confirm the full transaction timeline.

2

Manage

We review documents for accuracy, track contingency and inspection periods daily, and keep every party informed with proactive status updates.

3

Comply

We collect and submit all required signatures, disclosures, and documentation so your broker file is audit-ready and complete.

4

Close

We confirm funding, verify accurate recording, and tie off every remaining detail so your closing is smooth and on time.

The complete list

Exactly what we do on every file

No à la carte guesswork. Here is the full scope of coordination included in a standard transaction.

  • Obtain and review the fully executed purchase contract and all addenda
  • Verify accuracy, initials, signatures, and proper execution of every document
  • Open escrow and confirm the transaction timeline with all parties
  • Introduce ourselves as your transaction coordinator to all parties
  • Build a complete timeline of critical dates and deadlines
  • Order the preliminary title report and confirm receipt
  • Provide outstanding, best-in-class communication to all parties
  • Send regular transaction status emails to keep everyone aligned
  • Advise the agent of every pending deadline (AVID, termite, VP, etc.)
  • Reference and follow up on all outstanding items until resolved
  • Serve as the central point of contact for lenders, escrow, and co-op agents
  • Keep buyers and sellers informed and reassured throughout
  • Closely monitor all contingency periods for contractual compliance
  • Track inspection, appraisal, and loan contingency dates
  • Coordinate scheduling of inspections and appraisals as needed
  • Prompt the agent ahead of every contingency removal deadline
  • Track receipt of disclosures and required reports (AVID, termite, etc.)
  • Flag any date at risk early, so there are no surprises
  • Submit all necessary documentation for broker file compliance
  • Collect missing signatures, initials, and required disclosures
  • Maintain an organized, audit-ready file for every transaction
  • Ensure all broker and state requirements are satisfied
  • Track document versions so the file always reflects the latest terms
  • Confirm all disclosures are delivered and acknowledged on time
  • Assist in all aspects of the contract-to-close process
  • Coordinate the final walkthrough and signing schedule
  • Confirm funding and accurate recording of the transaction
  • Verify commission instructions are received by escrow
  • Ensure a clean handoff and a smooth closing for all parties
  • Deliver a closed-file summary and archive documentation
Optional add-ons

Go further when you need to

Listing coordination

Pre-listing paperwork, disclosure packages, and MLS input handled before you go live.

Client touch-points

Branded milestone updates and a closing gift reminder to keep your clients raving.

Post-close follow-up

Review requests, referral nudges, and a tidy file archive after every deal closes.

Let's get your next deal on rails

Send us your executed contract and we'll take it from here.

Open a File → View Pricing