Transaction Management
Your Entire Transaction. Handled.

Your time is valuable and you spend a great deal of it marketing properties, negotiating offers and preparing contracts for your clients. The average agent spends more than 19 hours on every transaction just reviewing documents, gathering signatures and keeping all parties informed. What could you do with an additional 19 hours? Our job is to remove this burden from your shoulders, so you can focus on growing your business and networking without spending endless hours every year on paperwork.

Our Transaction Coordinators will make sure your deadlines are met, paperwork is complete, and coordinate all communication with buyers, lenders, escrow, title, home warranty, and agents to free up your time. You can rest easy knowing our professional transaction management services give you a full record of all actions and documents with access to our online system available at all times.

Pre Listing Coordination
Setup New Listing File
  • Introduce our role in the transaction to every party involved.
  • Review every document to verify correct dates, initials, broker information, and signatures.
  • Supply an executed Purchase Agreement to every party.
  • Open escrow, obtain a file number, request preliminaries, and instructions.
  • Verify contact information, dates, and documents are uploaded to our online service where it will remain securely accessible to all parties twenty four – seven.
  • Prepare a Full Disclosure Package delivered via mail, email or DocuSign to you and/or the seller.
  • Send copies of all reports to the buyer’s agent and escrow company.
  • Order requested escrow amendments.
  • Upload all reports, disclosures and documents into our online service as it is received or executed.
    -Send all necessary documents to escrow.
    -Track escrow time frames for receipt, delivery and return of all documents and deposits.
  • Maintain constant contact with every party for status updates or to alert you of anything outstanding or requiring attention.
  • Complete and deliver a full digital paper trail (PDF) to you and/or your broker.
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broker compliance & file audit
Let SAVVY Bring You Piece of Mind

If you’re feeling overwhelmed by the task of collecting all the necessary documents and disclosures for your broker’s compliance, we can handle it for you.

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