Transaction Coordination for Real Estate Agents

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Agents carry a heavy load. Between showings, negotiations, client communication, and new business, the administrative side of a transaction can pull you in too many directions at once. My role is to step in and bring order, consistency, and communication to every phase of the file so nothing slips and your clients feel well cared for.

Clear Point TC is a steady extension of your process. I manage the details so you can stay focused on the part of the business only you can do.

• Communicating with title, lenders, inspectors, and all parties
• Sending introductions and weekly updates to your clients
• Confirming contract terms and important dates
• Tracking and managing all deadlines
• Reviewing documents for accuracy and completeness
• Scheduling inspections when needed
• Ensuring all signatures, addenda, and revisions are current
• Keeping the file organized from start to finish

My work is detail-driven. Your clients will always know what comes next, and you will always know your transaction is moving forward.

A transaction improves the moment communication becomes consistent. I create a predictable flow so everyone feels informed:

• Clear introductions at the start of the file
• Regular updates throughout the process
• Immediate follow-up on missing items
• Early reminders before deadlines
• Coordination with title and lender as soon as anything shifts

Your clients experience stability, and you have the confidence that your file is in capable hands.

• You get more time back in your day
• Your clients receive strong, steady support
• Your file stays organized and on schedule
• Nothing gets missed or forgotten
• You can focus on lead generation, negotiations, and client care

This isn’t simply task management. It’s the structure behind your business that helps you stay consistent and grow.

Please contact me for current pricing and availability.

If you’d like support on an upcoming transaction or want to discuss how Clear Point TC fits into your workflow, you can reach out through the contact page. I’m here to help you strengthen your process and create a smoother experience for your clients.