Frequently Asked Questions

Getting Started

  • Any agent or broker ready to save time and avoid paperwork headaches.

    Many say a TC should be their first hire to free up time for clients and business growth.

    Our clients include:

    • Busy solo agents who know their time is better spent with clients, not chasing signatures

    • Newer agents who want dependable support and a second set of eyes on every file

    • Teams and brokers looking for consistent systems without hiring in-house staff

    • Relationship-focused agents who want to spend more time in the field, not behind a desk

    On average, our agents save 12 hours per transaction and even more when adding listing coordination and on-demand services.

    No contracts required, just support when you need it.

  • We begin with a quick onboarding call to explain how everything works, learn about your workflow, and answer questions.

    If it’s a good fit, we send an Agent Onboarding Form to collect your preferences, contact information, and vendor details.

    Once that’s done, you’re ready to start submitting files right away!

    Book a Call to Get Started

  • We understand workloads fluctuate, so our services adapt to your needs without locking you into contracts.

    There is no long-term commitment or minimum number of transactions required.

    Send files when you need support, whether it’s 1 or 20 per month. Our goal is to provide flexible, reliable help that grows with your business.

  • Absolutely. Newer agents often benefit most from having a reliable system and an extra set of eyes on their files.

    Having a Transaction Coordinator (TC) is a cost-effective way to leverage your time.

    With our agent-branded portal, you’ll get access to key dates, reminders, documents, and contacts organized in one place.

    We guide you through every step from contract to close so you never miss a deadline.

    We help you navigate paperwork and compliance.

    We manage communication with escrow, title, and lenders to keep everything on time, organized, and compliant.

    This gives you more time to focus on learning the business, building relationships, and balancing your workload.

  • We bring sharp attention to detail, strong systems, and a commitment to making your workflow easier.

    Jessica is a licensed Realtor, and we understand transactions from your perspective and support them with accuracy, professionalism, and care.

    You stay front and center while we handle the behind-the-scenes work that keeps everything moving smoothly.

    We stay up to date on forms, best practices, compliance, and new systems to keep your files accurate and organized.

Have more questions? Contact us or Schedule a Call!

Services & Workflow

  • We manage all the behind-the-scenes tasks that keep your transactions moving smoothly from contract to close. This includes:

    • Reviewing and organizing paperwork

    • Preparing and sending disclosures, addenda, and documents for signature

    • Coordinating with escrow, title, lenders, and other parties

    • Tracking deadlines and contingencies to keep everything on schedule

    • Communicating status updates to you and your clients

    • Managing compliance uploads and broker requirements

    • Handling client questions related to paperwork and timelines

    If you don’t see a task listed on our website, just ask. We’re flexible and happy to customize support to fit your workflow.

    Visit our Services page for a complete list.

  • We work with a variety of platforms and can adapt to whatever you’re comfortable with.

    Some of our favorites include ZipForms, DocuSign, Glide, Google Drive, and our own agent-branded transaction portal.

    Our portal lets you and your clients view timelines, task lists, and important documents in real time without needing to log in.

    Because Jessica is a licensed Realtor and member of the California Association of Realtors, she has direct access to ZipForms and Glide.

    Depending on your brokerage’s policies, we can submit files using either your login or a dedicated transaction coordinator login.

    If you’re with Real Broker, we already have a TC account set up. Just add us to your file in reZEN and we’ll take care of the rest.

  • The best and preferred way is through our Agent Submission Page.

    There, you’ll find simple forms designed to make submitting your requests quick and easy.

    Using the forms helps keep everything organized and ensures nothing gets missed, which speeds up the whole process.

    If you prefer, you can still email files or documents directly, but submitting through the forms is the fastest way to keep things on track.

  • Most likely, yes. If the support you need fits within our scope, we’re happy to create a custom solution tailored to your workflow.

    Send us a quick message or book a call to share what you’re looking for.

    We’ll let you know if it’s something we can take on and provide a clear plan with pricing and turnaround time.

    We’re always open to finding new ways to make your day easier.

Communication & Client Experience

  • Yes, but only when appropriate and as part of your file. We often send documents for signature, confirmation emails, and timeline updates directly to clients, but you’re always CC’d and kept in the loop.

    We follow your preferences closely and never overstep. Your clients are yours alone, and they know you’re guiding the transaction.

  • We send regular updates by email and text. You always have access to your transaction status and documents in your own branded portal.

    If you want more frequent updates or have special requests, just let us know. We tailor communication to fit your needs.

  • Our business hours are Monday-Friday, 8am-6pm pacific time.

    We understand that real estate doesn’t always keep business hours.

    Here’s how we handle after-hours requests and urgent needs:

    For time-sensitive requests like offer drafts, counters, and summaries submitted before 3pm, we typically complete them the same day. Requests received after 3pm will usually be handled the next business day.

    On occasion, when urgent and feasible, we may complete requests submitted after hours or on weekends, but this is not guaranteed.

    If something urgent comes up outside business hours, please send a text or email and we’ll do our best to assist.

    For non-urgent requests received outside business hours, we’ll respond during the next business day.

Payments & Billing

  • Transaction Coordination fees are paid at closing, either through escrow or by credit card. Payment is due on the day of closing. If payment is not received within 5 calendar days after closing, the card on file will be charged automatically.

    If the TC file doesn’t close, no payment is due. We will hold the file and be ready to begin work again with a new buyer or a new address.

    Listing Coordination and On-Demand Services are invoiced and paid upfront, typically by credit card.

    If you use multiple services, separate invoices will be provided as needed.

  • Transaction Coordination requires no payment unless the transaction closes.

    Listing Coordination and On Demand Services are non-refundable once work begins.

  • You can combine services like Transaction Coordination, Listing Coordination, and On-Demand Support as needed.

    We provide separate invoices for each service to keep things clear.

    While we don’t currently offer preset bundles or subscriptions, if your request fits within our scope, we’re happy to create custom packages tailored to your needs. Just let us know what you’re looking for, and we’ll provide a clear proposal and pricing.

Turnaround & Availability

  • We’re available Monday-Friday, 8am-6pm pacific time, excluding federal holidays.

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Compliance & Credentials

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