Contract to Close
Welcome to Contract to Close, an elevated transaction management service designed to support you from executed agreements to seamless closing.
In real estate, the period between contract and closing is where professionalism is proven. Every deadline, document, and detail matters. Contract to Close ensures each transaction is handled with care, consistency, and discretion, allowing you to remain focused on advisory, negotiation, and growth.
This is operational excellence, refined.
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Structured milestone and deadline management
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Meticulous compliance oversight
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Coordination with title, lenders, vendors, and cooperating agents
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Organized documentation and communication flow
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A polished, consistent transaction experience
THE ADVANTAGE
From inspections and addendums to lender, title, and vendor coordination, the post-contract phase demands precision and proactive oversight.
THE RESULTS
Greater efficiency, reduced risk, and an elevated client journey.
Servivce Offerings
PACKAGE 1
Essential: $275
Streamlined Transaction Support for Compliance & Efficiency
A refined, structured coordination package designed to ensure accuracy, organization, and timely execution from contract to closing.
Ideal for agents who value professional oversight and operational support while maintaining direct client leadership.
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AppFile Document Management
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Document Review: Initial audit for missing signatures and initials
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Calculation of critical dates
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Securely sharing wire info with Closing Agent prior to closing
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Detailed Review of Preliminary Settlement Statement (commission + applicable fees, referrals, credits)
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Maintain an audit-ready transaction file in compliance with brokerage and FREC standard
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Initial Summary of Critical Deadlines: Shared with Agent only
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Standard Deadline Alerts: Email reminders to the Agent
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PACKAGE 2
White Glove: $525
Concierge-Level Transaction Partnership & Management
A comprehensive, high-touch experience providing proactive communication, detailed coordination, and elevated service throughout the life of the transaction.
Designed for agents who want every detail handled with exceptional care, delivering a seamless, sophisticated experience to their clients.
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Calculation of critical dates with proactive tracking and reminders to applicable third parties to ensure contract performance
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Confirm Receipt of Initial Escrow Deposit
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Weekly Status Updates
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Consistent follow-ups and email updates to maintain clear communication throughout the transaction
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Introductory email to the client including a summary of the deal and upcoming next steps
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Association Tracking: Requesting docs and monitoring application status
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Coordinate the primary inspection appointment with the agent or client’s preferred vendor
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Draft addenda using Agent-approved language and circulate for signatures
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Brokerage Coordination: Securing signatures from Sales Managers and Brokers
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MLS Updates (if applicable)
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Utility Reminders and information shared with applicable parties
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Closing Prep: Prompting Agent to ensure walk-through and closing are scheduled
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Testimonial Request sent to client
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