Services

At Closed Circle, we handle the details of your real estate transactions so you can stay focused on your clients. Our experienced team takes care of paperwork, important dates, communication, and coordination, making sure every part of the process runs smoothly—from homes and land to new builds and leases.

Family with child talks to real estate agent in modern kitchen during home showing.

Buyer-Side Transaction Coordination Services ($350.00)

We manage every step of the transaction process for buyer-side real estate deals to ensure a smooth and efficient closing. Here’s what we handle for you:

Contract & Documentation Review

  • Review the executed Sales Contract and all related documents to confirm complete signatures, initials, and correct dates.
  • Identify and request any missing or incomplete paperwork.

Communication & Coordination

  • Send an introductory email introducing all parties, explaining transaction coordinator (TC) responsibilities, and outlining the full transaction timeline.
  • Distribute executed documents to the buyer, agent, title company, and mortgage lender (if applicable).
  • Email the listing agent to request an update to the MLS status.

Timeline Management

  • Create and share a custom transaction timeline highlighting all key dates and deadlines.
  • Send calendar invites for all critical appointments and due dates.
  • Monitor deadlines closely to ensure timely completion of:
    • Initial deposit & escrow letter
    • Inspection period
    • Appraisal
    • Loan approval
    • Title commitment

Compliance & Disclosures

  • Ensure seller disclosures are received within contract-specified timeframes.
  • Upload and store all documents securely in brokerage transaction management software.

Inspections & Repairs

  • Coordinate all inspections and notify all parties of scheduling.
  • Follow up on inspection results, requested repairs, and status of the survey.

Closing Preparation

  • Coordinate delivery of wire instructions from the Closing Agent to the Buyer.
  • Ensure the Commission Disbursement Authorization (CDA) is completed and ready.
  • Confirm receipt of the ALTA Settlement Statement.
  • Schedule the Final Walk-through.
  • Coordinate and confirm the Closing date and time with the Buyer, Agent, and Title/Attorney.

Final Steps

  • Maintain ongoing communication with all parties throughout the process.
  • Request a Google Review on behalf of the agent once the transaction is complete.

Start Transaction

Family with child talks to real estate agent in modern kitchen during home showing.

Listing-Side Transaction Coordination Services ($300.00)

We provide comprehensive transaction support to listing agents from contract to close, ensuring every detail is handled accurately and on time. Here’s what our listing-side package includes:

Contract & Document Review

  • Review the listing agreement, purchase contract, counteroffers, and all addendums for complete execution, including proper dates, initials, and signatures.
  • Submit all documents to your transaction management software for compliance.
  • Upload closing documents after closing is complete.

Communication & Coordination

  • Send an introductory email to all parties with introductions, the transaction timeline, and a clear explanation of our role as your Transaction Coordinator (TC).
  • Distribute executed documents to your client, agent, title company, and lender (if applicable).
  • Maintain ongoing communication with all parties to provide updates and request outstanding items.

Timeline Management

  • Create and manage a detailed timeline to track all contract deadlines.
  • Monitor and follow up on key milestones such as:
    • Earnest money deposit
    • Inspection period
    • Title commitment
    • Appraisal
    • Loan approval
  • Send calendar invites for all key appointments and deadlines.

HOA & Disclosures

  • Request and share HOA application instructions, rules, regulations, and any other required documents with the buyer’s side.

Inspections & Repairs

  • Coordinate inspections and track the status of any required repairs.
  • Follow up to ensure all items are resolved within contractual timeframes.

Closing Coordination

  • Ensure the Commission Disbursement Authorization (CDA) is completed and ready.
  • Confirm receipt of the ALTA Settlement Statement.
  • Schedule the Closing date and time with the client, listing agent, and Title/Attorney.

Final Touch

  • Request a Google Review on behalf of the agent after a successful closing.

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Start Transaction

Family with child talks to real estate agent in modern kitchen during home showing.

Dual Agency Transaction Coordination Services ($550.00)

When representing both the buyer and seller in the same transaction, our Dual Agency package ensures complete, streamlined coordination from contract to close. This package includes all services offered in both the Buyer-Side and Listing-Side packages, managed by a single point of contact for efficiency and clarity.

Start Transaction

Additional Services

Multilingual Transaction Coordination Services ($99.00)

We specialize in providing multilingual transaction coordination in Spanish, English, Portuguese, Italian, German, and Tagalog. Our expert team ensures smooth, efficient, and clear communication throughout the real estate transaction process. Whether you’re working with clients or partners in different languages, we provide seamless support to keep your deals on track and stress-free.

Let us handle the details, while you focus on closing with confidence.

Start Transaction Buyer-Side + Multilingual

Start Transaction Listing-Side + Multilingual

Start Transaction Dual Agency + Multilingual

Common Questions

We handle your paperwork from start to finish, making sure nothing gets missed. You can focus on your clients while we keep everything organized and on track, so your transactions run smoothly and on time.

We send you regular updates, so you always know what’s happening with your transactions. You’ll be informed about important dates, deadlines, and next steps, making it easy for you to stay in the loop.

We can help you with many types of real estate transactions, including buying or selling homes, land deals, new construction, and leasing. No matter the type of transaction, you’ll have support through every step.

We take care of the details, deadlines, and communication with everyone involved in your transactions. You save time and avoid stress, so you can spend more of your day focusing on your clients and growing your business.

We have hands-on real estate experience, so you can trust that we understand the ins and outs of every transaction. You get help from a team that knows what it takes to keep deals moving smoothly and professionally.

We understand that not every deal goes as planned. If a transaction falls through, we charge a $100 administrative fee to cover the time, attention, and care already dedicated to your file.