Our Services
300+ CLOSED Transactions Since 2021
Introducing our premier Luxury Transaction Management Service, where sophistication meets seamless execution. Designed for discerning clients who demand excellence, our comprehensive service facilitates the management of high-value transactions with unparalleled attention to detail and a commitment to discretion. From Contract to Close, our team of experienced professionals ensures a seamless process, personalized support, and milestone-tracking technology every step of the way. With our years of experience, we not only simplify complex transactions but also enhance the overall experience, allowing you to focus on what truly matters. Elevate your transactions to a new standard of excellence with our dedicated service.
Transaction Manager Services
Document Accuracy
TM will review all documents to confirm accurate information and complete the signing. If any parties’ signatures or information are missing, the TM will assist with obtaining all information and signatures. TM sends a copy of the Purchase Contract and all addenda along with the client’s contact information to Escrow as soon as possible. TM will prepare the Escrow Instructions and have them signed by the Agent’s Principal Broker (if signing is required by Brokerage) TM will send introductory emails to the client, cooperating agent, escrow officer, and lender. A copy of the timeline will be sent to all parties.
Contract Timeline Compliance
TM will create a timeline of contingency deadlines and share it with the Agent. They will assist with scheduling and ordering of important inspections and documents such as:
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Home Inspection
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Survey or Staking Report
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Ordering Condo/HOA Documents
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Termite Inspection Report
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Final Walkthrough Appointment
TM will ensure follow up and reminders that Earnest Money Deposit or any Additional Deposits are delivered by the deadline and obtain a copy of the deposit receipt for all parties. They will assist in preparing documents and amendments and send for electronic signatures (Licensed real estate agent must provide the verbiage). They will coordinate signing for the clients and provide utility shut off/turn on reminders prior to closing.
Post-Close
TM will obtain a copy of the final documents, including final statements, HARPTA/FIRPTA, commission deposit receipts, and any other documents required by the Agent’s Brokerage for Compliance. TM will upload all documents to the Agent’s system of choice. TM will send congratulatory emails to all parties that include the necessary documents for their files. TM will send a zip file to the Agent with all documents and emails in the TM’s file pertaining to the transaction. Upon the transaction closing, TM will retain a copy of the file for the agent for 7 years per the Document Retention guidelines. Should the agent or the client need any additional help, we are happy to assist or direct them to the correct party who can!
Some Of Our Happy Clients
Our mission is to offer luxury service so you can grow your business stress free and do the things you love more.
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CLOSING CONCIERGES TODAY!