The easiest coordinators to work with
Reach us however you already work.
Include us on transaction communications and we'll keep everything up to date.
Text
Text us at the number shown in the dashboard for quick updates: a date, a status, who still owes a signature, an update on the file.
Phone
Ring us at any hour. During business hours we'll get things handled. After hours, our assistant will take a message and we'll handle it asap next business day.
Dashboard
Chat with us in your dashboard. Every file, every date, every outstanding document in one place. Drop documents in, see what's cleared, see what's next.
What we'll need from you
We only need a few things to start processing your file.
To open a new coordination
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Executed Contract
Email us or drop a fully executed Listing Agreement or RPA into your dashboard. We'll pull the pertinent data automatically.
To start working on the file
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Client Contact Info
Client names and emails are needed to send additional documents, i.e. disclosure packages, addendum, etc.
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Escrow Company
If you are opening escrow for a listing or just got into contract with your buyer, we'll need the escrow/title company's name, officer's contact info, and escrow #.
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Other Parties
We'll need the contact information of the agent on the other side, lender, HOA, or anyone else related to the transaction.
Optional information
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Notes
Anything that will help us keep your transaction smooth. For example, “Client prefers text over email”.
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Special conditions
Information about the nature of the transaction, i.e. a trust sale.
Easy file handling
More than just coordination. We also handle organization.
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Email us whatever you have
Just like any other TC you can always email us documents related to your transaction. We'll auto organize them.
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Or dump everything in one place
Drag the whole folder in. Contracts, counters, disclosures, reports. You don't have to name it, sort it, or tell us what it is.
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Always the current version
Every document is filed against the transaction and versioned as it changes, so what you're looking at is what's actually in force. No guessing which copy is the real one.
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Stop searching your inbox
Nothing lives buried in an email thread or a folder on somebody's laptop. Open the transaction and the whole file is there, sorted, at a glance.
Your transaction timeline
Every contract date is mapped into an easy to read timeline: contingencies, deposits, disclosures, walkthrough, signing and close.
You'll be able to see exactly where each file is and what's coming next, without asking anyone or waiting on a reply.
You should never be the last to know.
You're busy with showings, meetings, and putting the next deal together. We have your back on reminders for your current escrows.
A timeline, the moment we open the file
Every contract date mapped out from the executed agreement: contingencies, deposits, disclosures, walkthrough, signing, close.
Updates at every milestone
You hear from us when something clears, not only when something breaks. No wondering whether silence means fine or forgotten.
Reminders before the deadline
Ahead of every date that matters, to you and to whoever else needs pushing.
Status updates on your schedule
Check in anytime in your transaction file's timeline to see where each escrow is.
What we do
We take care of the paperwork so you can take care of your clients.
Contract & file setup
- Create and organize the transaction file
- Compile disclosure packages for your sellers based on your brokerage's document requirements
- Send disclosure packages to buyers after a ratified contract
- Enter the transaction into the brokerage's required transaction-management system
- Generate a timeline based on contractual dates and deadlines
- Open escrow with your preferred vendor
Transaction coordination
- Track contractual timelines, contingencies, inspections, appraisal, financing and closing milestones
- Coordinate administrative communication with escrow, title, lender, cooperating agent and other transaction parties
- Request transaction documents, reports and signatures needed to maintain a complete file
- Follow up on outstanding administrative items
- Provide transaction status updates
Disclosures & signatures
- Assemble seller disclosure packages based on brokerage requirements and agent instructions
- Send seller disclosures and transaction documents for electronic signature
- Deliver completed disclosure packages to the appropriate transaction parties
- Send buyer-side disclosure packages for review and signature after an accepted contract
- Send prefilled documents for signatures to appropriate parties
- Track missing signatures, initials and incomplete documents
Brokerage compliance
- Upload and organize documents within SkySlope or the brokerage's designated transaction/archive platform
- Monitor the file for flagged missing or incomplete docs
- Submit completed documents for brokerage review
- Respond to administrative file corrections requested by the brokerage
- Perform a final file review prior to closing
- Organize and complete the transaction file following close of escrow
Monday–Friday, 8:00am–5:00pm Pacific.
Our guaranteed response hours are 8-5 Pacific Mon-Fri. Feel free to call, text, or email 24/7 and we'll handle the documents as soon as we can.
Turnaround
Routine requests received before 2:00pm Pacific are generally handled the same business day; requests after 2:00pm are generally handled the next business day.
Known Deadlines
Known contractual deadlines are tracked proactively so documents and signatures are never missed due to office hours.
Open your first file.
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