STANDARD TRANSACTION COORDINATION

From contract to close, the details are covered.

Professional coordination designed to keep your transactions organized and moving forward—while you stay focused on your clients.

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THE PROCESS, VISUALIZED

Every milestone has its moment.

A visual example of the coordination journey. Actual responsibilities and timelines depend on the transaction and agreed scope.

01

Contract received

Open the file and identify key dates.

02

File organized

Track paperwork and outstanding items.

03

Dates monitored

Follow up on upcoming milestones.

04

Closing coordinated

Support final administrative steps.

Illustrative timeline — not a live transaction tracker.

WHAT’S INCLUDED

Support from contract to close.

Transaction file setup and administrative document review
Critical date and deadline tracking
Escrow deposit status follow-up
Inspection scheduling and deadline coordination
Lender and appraisal milestone follow-up
Title and closing coordination
HOA / condo information tracking, when applicable
Missing documents and signature follow-up
Repair documentation tracking
Final walkthrough scheduling support
Closing logistics and status updates
Final document collection and file closeout

A BETTER WAY TO WORK

You focus on the relationship. We’ll help manage the details.

The agent stays in charge of the client relationship and professional decisions. ClosePoint supports the coordination behind them.

Your Focus

  • Client relationships
  • Negotiations and advice
  • Showings and appointments
  • Prospecting and lead generation
  • Business growth

ClosePoint’s Focus

  • Deadlines and critical dates
  • Administrative documents
  • Escrow status tracking
  • Lender and title follow-up
  • Closing coordination

HOW IT WORKS

From contract to closing, we keep the process moving.

A clear four-step approach to every file.

01

Submit the File

Send the executed contract and key transaction information.

02

We Get to Work

We organize the file, track dates, and begin coordination.

03

Stay Informed

Receive updates as milestones and deadlines approach.

04

Get to Closing

We help coordinate final details and file closeout.

FREQUENTLY ASKED QUESTIONS

A few things you may want to know.

When does ClosePoint get involved?

Typically after the contract is executed and the required transaction information is provided.

Do I stay involved with my client?

Yes. You remain responsible for your client relationship, negotiations, and licensed representation.

What does Standard TC cost?

Standard Transaction Coordination is $449 per transaction.

Does this include listing preparation?

Listing Preparation is a separate service priced at $199 per listing.

READY TO MOVE FORWARD?

Let us handle the details behind your next transaction.

Reach out to discuss your file and the support you need.

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