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Transaction Management Services 

We are personally invested in creating space for you to thrive,
and seek to elevate your clients' real estate journey every step of the way.
You can trust your real estate transactions will be seamless from pre-contract to post-close.

Our Transaction Management packages include the following services:

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....

No term contract to sign
No payroll costs to worry about

You pay a flat per-service fee

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Let us help you find the service level that best fits your budget and your transaction management needs. Schedule a consultation with us today.

Responsiveness and courteous service are key to building lasting relationships and attaining success

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Sustainability in Action

We are actively implementing sustainable practices to reduce our environmental footprint.

Two most notable steps we have taken are the adoption of an online transaction management system and

e-signature software as a paperless alternatives to printing documents. By utilizing these technologies, we have significantly reduced our paper consumption, minimizing waste and conserving valuable resources. 

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