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Transaction Management Services 

Our mission is to provide exceptional Transaction Management services at affordable rates for real estate agents

of all backgrounds. Whether you are a new agent finding your footing or a seasoned pro,

our services are designed to cater to your needs.

You can trust your real estate transactions will be seamless from pre-contract to post-close.

Service Offerings



Starting at $75

Starting at $75

Starting at $75




Starting at $500

Starting at $75

Starting at $75




Starting at $800



Starting at $175



Request Pricing

Features Highlight

Document Audit & File Setup

We review all documentation to ensure every document is fully executed with proper dates, initials and signatures, rectifying any errors or omissions. We coordinate the opening of escrow, confirm the Earnest Money Deposit has been received and obtain the receipt.

Customized Timeline

We prepare a complete timeline of all milestones and deadlines as outlined in the Residential Purchase Agreement. We also notify you and the cooperating agent of upcoming contingency removal deadlines to avoid unnecessary delays.

Disclosures & Reports

We order and review the Preliminary Title and Natural Hazard Reports as well as prepare the seller disclosure package ensuring appropriate parties receive copies per contract due dates.

HOA & COA Requirements

We identify condominium and homeowner associations management;  and confirm escrow has ordered a complete HOA document package.


We order property inspections as requested; schedule and confirm appointments with appropriate parties and consult with the agent regarding any repair requests. We track the completion of any  work performed  and obtain clearances and invoices from repair companies.


We request the pre-approval letter and confirm loan application;  track loan approval process and appraisal to ensure they're within the contingency timeframe.  Finally, we confirm lender funding with escrow.


We finalize all the closing details including confirming the signing appointment, arranging for final property inspection by buyers.  Provide all utility provider information and send Broker's commission demand to escrow.

Project Management & Bookkeeping

We offer additional services to assist you in growing your business.  Request our complete list of services below....

Rocky Coast

Request our
Client Guide & Price List
We look forward to sharing this valuable resource with you!

Would you like to receive a detailed and comprehensive description of the services we offer?

No term contract to sign

No payroll costs to worry about

You pay a flat per-service fee

Easy agent onboarding

No fee cancellation

Responsiveness and courteous service are key to 

 building lasting relationships and attaining success

Elevating your transaction management  experience through dedicated support
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