Frequently Asked Questions

A transaction coordinator (TC) handles the administrative side of a real estate transaction—deadline tracking, document management, vendor coordination, and closing preparation. I work behind the scenes so you can focus on client relationships, showings, and closing deals. I don't provide legal advice, negotiate, or make pricing decisions—those stay with you.

Sign a Master Service Agreement (one time), then submit your first file with the executed contract, party contacts, and key dates. I handle everything from there. Most agents are up and running the same day.

The executed purchase contract, buyer and seller contact information, lender details, title company or closing attorney info, and any existing documents. I'll create the file, enter all deadlines, build your checklist, and send you a confirmation.

Standard intake is same-day. If you need a file opened within 24 hours on a rush basis, I offer rush setup for an additional $100.

Standard TC (buyer or listing side) is $395 per file. Dual-side coordination is $595. File review only is $199. Teams closing 10+ files per month can use the retainer at $2,500/month. See full pricing details.

Yes. With the pay-at-closing option, your TC fee is deducted from closing proceeds through the closing attorney. You provide written authorization, and the fee appears as a line item on the settlement statement. Zero upfront cost.

If work was performed before the deal fell through, the earned portion is billable. With the pay-at-closing option, if the transaction doesn't close, the client is responsible for any work completed.

Rush file setup (under 24 hours): $100. Extra amendments beyond 3: $50 each. Post-close corrections: $75/hour.

A structured reminder cadence: reminders at 7 days, 3 days, 1 day, and same-day for every critical deadline. Due diligence, earnest money, financing, inspection, appraisal, loan commitment, and closing dates are all tracked this way. For shorter timelines, the cadence adjusts accordingly.

You're notified immediately. If a deadline is at risk, I escalate it to you with the details so you can make decisions. Every escalation is documented.

Verification that all documents are present, signatures complete, contingencies met or released, no outstanding lender/title/attorney issues, closing logistics confirmed, and commission information accurate. If anything is missing, you know before closing day.

No. I provide administrative coordination only. I do not interpret contracts, advise on pricing, suggest negotiation strategies, or make legal recommendations. If any question touches legal, pricing, or negotiation territory, I escalate it to you immediately.

Yes. I carry Errors & Omissions insurance that expressly covers third-party transaction coordination. This protects both of us.

Every file is kept confidential. Separate brokerages and teams cannot see each other's files or communications. Data is classified by sensitivity level with role-based access. All important communications are logged with timestamps.

Yes. North Carolina typically uses closing attorneys rather than title companies for closings. I coordinate directly with the closing attorney's office on document delivery, closing logistics, and settlement details.

Absolutely. The due diligence period is one of the most critical deadlines in NC real estate. It's entered, verified against the contract, and tracked with the full 7/3/1 reminder cadence.

Yes. I'm based in eastern North Carolina but serve agents across the entire state. All coordination is handled digitally—no geographic limitations.