Frequently Asked Questions
Got questions? We’ve got answers. Click any question below to see how we work. Don’t see yours? Reach out anytime!
Getting Started
A transaction coordinator handles the paperwork, deadlines, compliance and communication that come with every contract, so you can focus on your clients and growing your business. Depending on the service level you choose, we can simply keep your files broker-compliant, or handle everything from listing launch or contract to close. Say goodbye to stress!
Although sometimes used interchangeably, we believe transaction management encompasses a more comprehensive file management strategy and often provided by licensed assistants. Our TCs are licensed and provide this comprehensive service level on our Everything Handled packages and for our At Your Service members. As we’re still not the fiduciary agent representing your clients, you retain control and are still the one providing your clients with guidance and assistance with negotiations, strategies and contract terms. Some define transaction management as also including services to manage the client experience from agency agreement until after closing, and that’s exactly the services Sorted TC can offer, if you prefer it.
Start by booking a discovery call. We’ll learn how you work and what you need, then walk you through our simple onboarding. Once you’re set up, you can order any of our services through one digital form link.
No. Our services are mostly pay-per-file, with an optional monthly membership. Our client agreement sets the terms for working together, but you’re never locked in to using us.
We currently serve agents in Florida, Georgia, Illinois, Kentucky, Missouri, North Carolina, South Carolina and Tennessee, and we’re always open to adding new states.
Yes! We manage transactions in our own system, but we also work right inside your broker’s compliance and signing apps, like SkySlope, Dotloop, Lone Wolf and Command.
Our experience and expertise speaks for itself. But what really sets us apart, is our passion for real estate. We provide more variety of services, and a higher level of service, than most TCs. We also purposely maintain a much lower file count than most, so that we can provide that high level of service without compromising on quality and accuracy. And finally, our services are highly customizable, which is also rare in our industry, for independent TC companies.
Services
We offer three listing management packages: Broker Happiness, Sorted and Everything Handled. Every package includes compliance audits, follow-up on corrections and missing signatures, your broker’s compliance app set up and tracked, and listing expiration reminders. Sorted and Everything Handled add MLS changes and amendments after launch plus client communication, and Everything Handled adds pre-listing coordination, and full MLS data and media input. See the full side-by-side comparison on our Listing Services page.
Yes, with our Sorted and Everything Handled packages. All MLS changes, withdrawals and re-lists, and listing amendments are managed after the initial launch, until it’s sold (maximum 30 day hold before re-list).
Yes. With every package, we keep your listing file compliant until it’s sold. With Sorted and Everything Handled, we also manage all MLS changes, withdrawals, re-lists and amendments after launch, and keep your clients in the loop along the way.
Not at this time. Marketing services are coming soon, so stay tuned!
Yes! Your offer package includes counter offers, disclosures and other documents like occupancy agreements, and we can submit the offer in whatever manner you prefer. On the listing side, our Seller-Side Offer Management covers the counter offers and other documents needed to get your listing under contract.
Your choice: You can either enter the terms on our quick digital order form, or we can complete what we can on the offer and send it to you to fill in the rest. Either way, you’ll review all the offer docs before they go to your clients to sign.
At Your Service members can request admin tasks on a case-by-case basis, so just ask us! We hope to offer hourly admin/VA services to non-members in the near future as well, so stay tuned!
Marketing services are coming soon, so stay tuned!
Not at this time. Our agent mentoring service is currently available to Tennessee agents only.
Working Together
Text, call or email, and we often respond within minutes. However, there are many times we’re really busy, in a meeting, or need to focus on the task at hand (we time block too!). In those situations, we strive to get back to you ASAP, within a few hours. Often, we’ve read or heard your message, and assigned a priority to it. Rest assured, 1) you will always have transaction information at your fingertips, and 2) we always strive to stay ahead of deadlines, to prevent emergencies from happening.
Your transaction portal, calendar feed, text reminders and weekly transaction summaries keep you in the loop without having to ask. Your transaction portal has clickable contacts, all deadlines and events at a glance, and all fully executed documents that can be viewed, downloaded and printed, even from your phone. In addition, you’ll be cc’d on every email and text message we send for your transaction or listing. We also give you a heads up when we see a potential problem or something requires you to step in.
Each package spells out exactly what we handle and what stays with you. You can compare them side by side on our Listing Services and Contract Services pages, and we’ll review it all with you during onboarding.
No. We’ve been in your shoes, and we know the process inside and out. We’ll learn your preferences during onboarding and adapt to the way you run your business.
Yes, with our Sorted and Everything Handled packages. Every file gets a three-way text thread with you and your client, so everyone stays in the loop and you remain in control. There will also be emails to inform and send docs to your clients, as well. And there are some occasions we’ll need to call your client, to provide the very best service.
Yes! With our Tailored To You add-on, we can customize as much or as little as you like, from client emails to branded documents, to using a domain email address you provide us. It’s a one-time set-up, and everything stays customized to you from then on.
No. Our licensure is used only for the occasional referral and agent mentoring. Our job is to support your business, not compete with it.
Ordering and Payment
Because every agent’s needs are different, our pricing is very a la carte and granular. To avoid confusion, we go over pricing during your discovery call, where we’ll help you choose the services and service levels that fit your business and budget. Book a call anytime!
We’ll provide you with a digital form link to order any of our services in under 2 minutes. We take it from there!
Most of our services are paid up front when you order, via a quick payment link on the order form. For contract to close, payment is due on closing day, with a 7 day grace period to give you time to get paid first. we can also invoice the title company/attorney, if your broker allows that.
Listing management is one of our services that require payment up front, at the time of ordering. We have a payment link on the order form, to make it easy!
Absolutely. Pick the service level that fits each file, from a helping hand to everything handled.
We use Square to process payments, which accepts Apple Pay, Google pay, Samsung Pay, debit and credit cards, and Cash App. You’ll have the ability to save your card to your Square account, and have us charge it for you, if preferred. Special accommodations can be made for teams and brokerages, and possibly high-producing agents.
Yes! As long as your broker approves it.
Yes, we do. We require a small termination retainer when you order our contract services, and only balance-bill you (or the title company/attorney) at closing if it doesn’t terminate. If the file terminates, we’ll still work the file until the release of contract is fully executed and ensure you’re in compliance with your broker.
We’ll still assist with the documentation and file compliance. If it cancels before any or little work was done on the listing, we may prorate a refund or credit, on a case by case basis.
No. You’ll know what each service costs before you order. All pricing, including add-ons and discounts, will be reviewed with you during your discovery call. We also have our pricing details available on our order form and your dashboard, so you don’t have to worry about remembering any details.
Our At Your Service membership is a great way to save if you have a steady flow of files. Members get our Everything Handled listing and contract packages at Sorted package pricing, free and unlimited document drafting and referral tracking, and much more. Learn more on our Add-On Services page. Beyond that, we can consider volume discounts on a case-by-case basis, especially for teams and brokerages.
Teams and Brokerages
We provide all the same services as we do to single agents. This includes the ability to do compliance audits. Have special needs? Book a discovery call and we’ll see if we can accommodate!
Yes! We make special accommodations for invoicing/billing in this case. Book a discovery call and let us know your needs.
The quick answer is “it depends”. When you book a discovery call, we’ll explore your team/brokerage’s production history and what your needs are, and see if it’s something we can accommodate.
We do! Once we do your discovery call to learn about your needs and volume, we can go over the details.
Still Have Questions?
We’re happy to help! Book a call, and we’ll walk you through how we work and which services fit you best.