Contract Services
Three packages to hand off the details while keeping things exactly how you like them. Compare what each one includes, from contract to close.
Broker Happiness
No deadline tracking, no communication with other parties, no frills. Just keeping you in the good graces of your broker.
Sorted
Full contract-to-close service for you, no frills. Keeping you organized and in your clients' good graces.
Everything Handled
You get the business, negotiate, and represent. We handle the rest!
Broker Happiness
Sorted
Everything Handled
All contract/transaction docs audited for compliance
✓
✓
✓
Documents sent for corrections/missing signatures (or we notify you if it's required from the co-op agent on the Broker Happiness package)
✓
✓
✓
Broker's compliance app (Command, SkySlope, etc.) set up with transaction & commission info, and docs uploaded
✓
✓
✓
Transaction tracked in compliance app to ensure file docs and commission are complete and broker-approved
✓
✓
✓
Buyer agency or listing agreement expiration date tracked (we check it anyway to ensure commissions/fees are in compliance)
✓
✓
✓
Contract disclosures, amendments/addenda, additional agreements, etc. drafted as indicated
—
✓
✓
All deadlines calculated and tracked
—
✓
✓
Deadlines/events added and updated on your digital calendar
—
✓
✓
Text reminders sent for pertinent deadlines/events
—
✓
✓
Weekly agent transactions summary emailed
—
✓
✓
Text thread created with you and your clients, as well as co-op agents/TC if needed
—
✓
✓
All parties are communicated with to ensure deadlines are met, info is sent/received, document compliance is ensured, etc.
—
✓
✓
Home warranty ordered, tracked and managed
—
✓
✓
ALTA and CDA reviewed preliminarily, to help ensure closing details are correct
—
✓
✓
Pre- and post-close audits done to ensure your broker's file is compliant and you're paid on time and correctly
—
✓
✓
Agent Transaction Portal provided, with all docs, deadlines, transaction contact info, and sales data
—
✓
✓
Contract and closing docs emailed to clients after closing, with an agent review requested
—
✓
✓
Final walk-through and closing scheduled
—
✓
✓
Repair receipts tracked and distributed
—
✓
✓
MLS listing closed out if applicable/needed
—
✓
✓
Inspections and surveys scheduled
—
—
✓
Buyer agreement and listing doc packages reviewed, corrected and uploaded to broker, if applicable/needed
—
—
✓
Inspection repair request documents drafted and AI Repair Estimate created, on request
—
—
✓
CRM updated, if needed
—
—
✓
Referring agent updated at pertinent timepoints, if the client is an agent referral
—
—
✓
Client "What to Expect" email series sent and frequent text check-ins, to ensure clients are informed, on top of their tasks, and get their questions answered
—
—
✓
Buyer clients referred to our moving concierge (Utility Helpers) for help with utilities set-up, the best deals on certain home services and moving companies, USPS address changes, voter, vehicle and pet registrations, driver's licenses, info on assigned schools and the area, and more
—
—
✓
Not sure which package fits?
Let’s talk through how you work, and we’ll help you pick the right level of support.