Real Estate Transaction Coordination
​Service Menu 

Discount available for newly licensed agents the Columbia River Gorge!
15% off on all real estate coordination and marketing services (not applicable for printed items) 

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Agent Services
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Smooth Closings. Less Stress.
I provide transaction coordination services for real estate agents in Oregon and Washington—managing the paperwork, timelines, and compliance so you can stay focused on your clients. From contract to close, I keep your files on track and your communication organized, helping prevent missed deadlines and last-minute chaos. Whether you're a solo agent or part of a team, I offer dependable support tailored to your workflow and your brand.

Agency Files (Prior to acceptance) 

• Full data entry & digital file creation for incoming offers.
• Offer and agency expiration tracking + reminders.
• Disclosures & advisories bundle preparation.
• Pre-transaction coordination with agent, lender, and title company.
• Agency coordination for documentation accuracy and compliance.
• Centralized document access for your review anytime

Transaction File (Buying or Selling) 
From mutual acceptance through closing, I manage the details so you can stay client-focused:

• Full timeline & deadline management with proactive reminders.
• Communication with title, lender, co-agent, and other parties.
• Open escrow and track earnest money.
• Prepare and send broker compensation demand & disbursement instructions.
• Final file review to ensure full compliance.
• Delivery of a polished, complete Final Transaction Packet for your records

Brokerage & Principal Broker Services

Reliable Support for Brokerages, Principals, and Teams. 
Running a brokerage requires more than just closing deals—it takes systems, oversight, and trusted support behind the scenes. I provide brokerage and transaction management services that help maintain compliance, streamline communication, and keep your agents consistent. From initial document review and file audits , to tracking down that last addendum,  I act as an extension of your leadership team—supporting your office’s reputation for professionalism and reducing liability risk along the way. 

Brokerage Management Support

• Administrative relief for principal brokers, reducing day-to-day pressure
• Principal Broker Review System for easy oversight and final sign-off. 
• File compliance review for active and closed transactions.
• Commission disbursement instruction (CDI) preparation and delivery.
• Agent onboarding/offboarding assistance (checklists, file setup, system access).
• Timeline oversight for all active contracts across the office.
• Pre-transaction document review (e.g., agency agreements, listing packets).
• Audit Support . 
• Brokerage Level Social Media Posts for New Listings, Pending BOM, and Sold. Also includes a monthly post of all active listings for the brokerage. 

Add-on Services
MLS Services

• MLS data entry  
  • Agent or seller must provide  Data Entry Sheet
• MLS Photo Upload- 
  • Upload, organize and label photos to MLS.

MLS Access Notice:
Agents must provide subscriber access linked to my credentials. I will not log in using your MLS account. A recurring subscriber fee may be required by your local MLS—I'll assist with setup, but the agent or brokerage is responsible for that fee.

Signature Preparation
I will get documents prepared for e-signatures and send out to applicable parties. 
Always sent to agent for review and digital acceptance. 
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Referral coordination and tracking 

• Expiration reminder

• Communicate or request relevant updates with referral agent 

Post-Closing Gift Coordination 

• I can arrange client thank-you gifts or cards branded with your name. 

Listing Social Media Package (Agent Package) 

• Coming Soon media Post
• New Listing media Post
• Pending media post
• Sold media post 
• Open House media and facebook event (up to 3) 
• New Listing Flyer (+$50 for PDX Metro Distribution) 

Print Marketing Material Services Coming Soon!
Listing Brochures
Business Cards
Paper Flyers & Perma flyers
Open house and other fun accessories!