Transaction Coordination
Every file, every deadline, every signature, handled.
Ontario-standard transaction coordination so you can stay in front of clients instead of inside paperwork.
01
File Setup & Compliance
The moment a deal is accepted, everything is tracked, organized, and on file.
What that covers
- Open and structure the deal file
- Contract review for completeness and accuracy
- Critical date entry and deadline tracking
- Document collection from all parties
- Signature management throughout the transaction
- Brokerage compliance file preparation (OREA form standards)
02
Milestone Coordination
Nothing falls through between acceptance and closing.
What that covers
- Inspection scheduling and follow-up
- Appraisal coordination
- Lender and mortgage document tracking
- Title search follow-up and holdback coordination
- Status certificate coordination (Ontario condo purchases)
- Addendum and amendment processing
- Deposit management and trust account follow-up
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Client & Cooperating-Agent Communication
Every party knows where the file stands, without you being the relay.
What that covers
- Introductory email to all parties at deal open
- Weekly status updates to buyer/seller and their agent
- Cooperating-agent communication and follow-up
- Inspection response and negotiation paper trail
- Closing prep communication and checklist delivery
04
Closing & Post-Close
The file closes clean, and the relationship keeps going.
What that covers
- Closing confirmation to all parties
- Post-closing document archive
- Commission logging and verification
- Thank-you and review-request sequence
- Pipeline board update and deal close-out
Built for Ontario residential real estate: OREA forms, TRREB rules, every deal treated as if your license depends on it.
All workflows follow current OREA form standards and FINTRAC compliance requirements, built for Ontario, not adapted from a US template.
Pricing is per transaction; scope and rate confirmed on your first call.