Leave the paper trail to me.
Listing and Transaction Coordination
for Agents and Brokerages
Whether you're juggling multiple escrows or simply need a second set of hands, my goal is to make your transactions seamless: from listing prep through closing day. I’ll handle the details so you can focus on your clients and growing your business.
New to Dotted & Done? Your first transaction includes a complimentary call to review your preferences and systems. You’ll get a seamless start and a completely tailored experience.
- Jessica Lam, Owner of Dotted & Done.
Services Offered
From contract to close, I keep your file on track and fully compliant. I manage signatures, disclosures, timelines, and broker requirements with clarity and attention to detail.
Flexible support, exactly when you need it. From drafting offers or creating listing brochures, you get expert help tailored to what you need, when you need it.
Transaction Coordination
For Buying & Selling Agents
from Contract to Close
Keep your transaction on track
and reclaim your time.
Transaction Coordination Includes:
✔️ Contract Compliance Review
Review signed contract, counter offers, and disclosures to confirm accuracy and ensure the file is complete.
Offer drafting is available as an On Demand Service.
✔️ Disclosure Package Coordination
Listing Side: Prepare and send disclosures for seller signature and deliver to the buyer side once finalized.
Buying Side: Receive disclosure package from listing side. Ensure all the required documents are prepared and compliant. Send disclosures for buyer signature.
✔️ Addenda, Reports, and Additional Disclosures
Prepare and send any required forms for signature throughout the escrow period based on best practices and current compliance standards.
✔️ Open Escrow + Title Coordination
Listing Side: Open escrow and title. Order the NHD, prelim title, and property profile if needed.
Buying Side: Confirm escrow and title are opened, ensure NHD, prelim, and property profile have been ordered. Submit relevant information to all parties.
✔️ Complete Escrow, Title & Vendor Coordination
Maintain communication with escrow, title, and lender to ensure timelines are met and nothing falls through the cracks.
✔️ Timeline & Due Date Tracking
Track all contingency periods and critical dates with 24/7 portal access provided to task lists, deadlines, documents, and full contact directory.
✔️ Proactive Reminders
Reminders are sent before every key milestone, typically 3 days in advance. Timing, delivery method, and frequency can be customized to the agent’s preferences.
✔️ Signature Tracking + Compliance Upload
Track all signed documents and upload to your broker’s compliance system within 24 hours. Monitor for broker feedback and manage revisions promptly.
✔️ Document Upload to Your Systems
Upload finalized documents into your preferred storage system (Dropbox, Google Drive, etc.), using your preferred naming conventions and folder structure.
✔️ Transaction Portal
Agent branded transaction portal gives both the agent and client real-time access to task lists, deadlines, documents, and contact info. It keeps everything organized, on-brand, and easy to find: no log in required!
✔️ On-Brand Client Messaging
All communications include your branding alongside Dotted & Done: keeping your identity and consistency from start to finish.
Transaction Coordination
$500 per transaction side
Payment due at closing through escrow or direct.
No payment due unless the transaction closes.
Volume discounts available upon request.
✔️ Offer & Counter Drafting
Same-day preparation of offers, counters, and representation agreements if needed. Drafts must be approved by agent before sending for signatures. Offer will be delivered to agent automatically upon signing via DocuSign.
$50 per address, per client
* Same-day delivery for requests received before 3pm.
On Demand Services
These services are designed to support agent’s workflow and are not offered as standalone services. If you need something not listed, We may be able to build a custom solution for you.
Please reach out with your request.
✔️ Offer & Counter Drafting
Same-day preparation of offers, counters, and representation agreements if needed. Drafts must be approved by agent before sending for signatures. Offer will be delivered to agent automatically upon signing via DocuSign.
$50 per address, per client
* Same-day delivery for requests received before 3pm.
✔️ Listing Flyer or Brochure Design
Created using agent provided Canva template or can be custom designed. Agent provides all photos, property details, and copy.
$50/hour (2-hour minimum)
✔️ Offer Summary Packages
You have received offers and now you need to present to your seller! We know first hand how much time and effort goes into sorting and presenting offers. Let us take this off your plate. Each offer is summarized in an agent branded PDF for easy comparison and ready for seller presentation. Supporting documents such as offer, proof of funds, pre-approval, and agent contact info are renamed, organized, and stored in a clean, shareable folder.
Price shown is per address, per listing.
Offers 1-4: $50 each
Offers 5+: $30 each
* Same-day delivery for requests received before 3pm.
✔️ Lease Listing Documents
Prepare and send the Lease Listing Agreement and required disclosures including the Rental Property Owner Intake and Disclosure. Draft the lease agreement for agent review. Once a tenant is confirmed, finalize the lease and send for signatures. All signed documents are checked for compliance and uploaded to the broker’s system within 24 hours. Monitor for broker feedback and manage revisions promptly.
$200 paid upfront
✔️ Custom Services Available
Every agent’s workflow is different. If you’re looking for something unique or outside the typical services, I’m happy to explore it. If it fits within my scope, I’ll provide a clear proposal with pricing and turnaround time.
Frequently Asked Questions
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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.
Working with a TC isn’t about what you can’t do. It’s about what your time is worth and how you want to spend it.
Dotted & Done. gives you a plug-and-play system without the overhead, so you can stay focused and in control.Agents who benefit most:
Busy solo agents who want to win back hours and stay out of the admin weeds without missing a detail
Newer agents who want confidence knowing their files are on track, compliant, and handled with care
Teams who need a consistent system their agents can plug into without hiring in-house staff
Relationship-focused agents who know their value is in the field, not the file
Anyone who hates chasing signatures, triple checking timelines, or uploading into compliance portals at 9pm
Dotted & Done. clients save an average of 12 hours per TC file and even more when Listing Coordination and On Demand services are added.
There are no contracts, no long-term commitments. Just reliable, detail-driven support when you need it. -
We’ll begin with a quick onboarding call.
I’ll walk you through the process, learn more about you and your workflow, and answer any questions.If Dotted & Done. feels like a good fit for your business, I’ll send over the Agent Onboarding package to collect your preferences, contact info, and vendor details. After that, you’re all set to start sending files.
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Transaction Coordination is due at closing, either through escrow or by direct invoice. There is no fee if the transaction file doesn’t close!
Listing Coordination and On Demand Services are invoiced and paid upfront via credit card, Zelle or another approved method.
If you’re using multiple services (such as TC & On Demand), separate invoices will be provided as needed.
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Transaction Coordination: If the deal falls through, there is no charge.
Listing Coordination and On Demand Services: These services are paid upfront and non-refundable once work begins.
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Yes, if it’s within our scope, we’ll build a custom solution that fits your workflow. We’ll send over a clear proposal with pricing and timing. Our goal is to make your day easier, so if there’s something slowing you down, let’s talk!
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We bring sharp attention to detail, strong systems, and a commitment to making your workflow easier.
Jessica Lam is a licensed agent, and we understand the transaction from your side and support it with accuracy, professionalism, and care.
You stay front and center while we handle the behind-the-scenes work that keeps everything moving. -
Our regular business hours are Monday through Friday, 8am - 6pm pacific time, excluding holidays. We typically respond quickly via email or text during these hours.
Requests like addenda, offer drafts, and offer summaries submitted before 3pm are usually completed the same business day. Anything received after 3pm will be completed the following business day, excluding holidays.
Transaction and Listing Coordination timelines depend on contract deadlines and workflow. We proactively keep agents updated to ensure everything stays on track.
We understand how important timing is in real estate and always do our best to accommodate emergencies.
Have additional questions?
Send a message!
Hi, I’m Jessica.
I’m a Realtor who found my strength behind the scenes,
organizing details and keeping transactions moving forward.
Fueled by a mix of perfectionism and hyper focus,
I dive into the details most people overlook.
That means less time for you to be buried in paperwork
and more time building relationships and growing your business.
On average, we save agents 12 hours per file,
and even more when they add listing support.