Transaction Coordination for Utah & California Real Estate Professionals

A transaction coordinator manages the administrative side of a real estate transaction from contract to close. That means building the transaction file, logging contractual dates, requesting and collecting documents, tracking signatures, following up with the lender, title or escrow company, and the cooperating agent, and assembling the completed compliance file. A coordinator does not provide legal advice, negotiate on your behalf, or decide which forms or disclosures legally apply — those remain the agent's and broker's responsibility.

Full-service coordination covers transaction file setup, deadline and contingency tracking, document collection and organization, follow-up with authorized transaction participants, coordination of inspection and appraisal scheduling, closing timeline tracking, and preparation of the brokerage compliance file. The exact checklist is built during onboarding around your brokerage's requirements and the package you select.

An escrow officer holds funds, issues the escrow instructions and closing statement, and handles settlement according to the parties' written instructions. A transaction coordinator manages the agent's administrative workflow: documents, deadlines, follow-up, and file organization. The two roles are complementary. Neither replaces the other, and neither replaces your broker or your attorney.

Typically the accepted contract and any counteroffers, addenda and amendments, seller and state-specific disclosures with delivery receipts, inspection and appraisal reports, loan pre-approval and approval documentation, title commitment, HOA or association documents where applicable, closing statements, and the final brokerage compliance file. Documents are stored in an organized, access-controlled file rather than passed around as loose attachments.

Yes. Buyer-side and seller-side files carry different checklists and different rhythms. Buyer files center on earnest money, inspections, appraisal, and loan contingencies. Seller files center on listing preparation, disclosure packages, and post-contract document collection. We support both, and we do not take both sides of the same transaction without proper authorization and disclosure.

No. We are an administrative coordination service, not a law firm, brokerage, or title company. We organize and track the workflow you direct, flag documents that appear to be missing from the file we are managing, and keep the administrative record. Legal questions, form determinations, and advice to your clients stay with you, your broker, and your attorney.