Deal Management

Document Management

Collecting, organizing and maintaining all necessary documents related to the transaction, including contracts, agreements, disclosures and addendums.

Transaction Timeline Management

Creating and maintaining a timeline of important dates and deadlines throughout the transaction process, including contract contingencies, inspections periods, and closing dates.

Communication Facilitation

Serving as a central point of contact for all parties involved in the transaction, including buyers, sellers, agents, and inspectors.

Appointment Scheduling

Coordinating property inspections, appraisals, and other necessary appointments with relevant parties.

Transaction Status Updates

Providing regular updates to clients and agents on the status of the transaction, including completed tasks, pending items, and any issues that may arise.

Closing Preparation

Assisting with the preparation of closing documents and coordinating the closing process including scheduling the key handover and ensuring that all necessary parties are present.

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