Document organisation
Keep transaction documents organised in your chosen system. Use agreed checklists to identify missing items, request updates and make the current file easy for your team to review.
Realty Outsourcing
Real estate transaction coordinator support
Get real estate transaction coordinator support for the documents, deadlines and communication that keep a transaction moving. Our transaction coordinator services cover file administration, milestone tracking and routine follow-up within your process.
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Support with a clear purpose
More organised files. Fewer loose ends.
Agree the responsibilities, systems and approval points before your assistant starts.
Deadline and milestone tracking
Maintain transaction calendars and reminders against your process. Give your agent a clear view of upcoming dates and outstanding actions, with exceptions escalated promptly.
Communication and follow-up
Coordinate routine updates with the parties your team authorises. Record responses and follow up on outstanding administrative items using approved templates.
CRM updates and handover
Record progress, maintain contact details and prepare a consistent handover as the transaction moves through each stage. Your licensed professionals retain responsibility for advice, negotiations and approval.
A good fit for
Teams ready for a more organised workflow.
- Agents handling multiple active transactions
- Brokerages seeking consistent file administration
- Teams with documented transaction checklists
Start with a practical task list
Bring examples of the work you want to delegate, your current systems and the hours you need covered. We can use those details to discuss the role, candidate requirements and onboarding.
Keep decisions and specialist approvals with your authorised team. Document how questions and exceptions should be escalated.
Explore related support ↗How it works
Built around your business.
A clear role, the right person and a working rhythm your team can rely on.
01
Define the role
Start with your recurring tasks, systems, working hours and priorities. Agree what your assistant owns and what stays with your team.
02
Meet your assistant
Review candidates and take part in the final interview. Prepare your process documentation and access permissions before onboarding.
03
Set the working rhythm
Train your assistant on your workflows, agree review points and maintain clear communication with account management support.
Before we get started
How do we choose the right person?
The process described by Realty Outsourcing includes recruitment and a client final interview. Use that conversation to discuss experience, communication and the systems required for your role.
Can you work with our software?
Tell us which CRM, property or accounting systems you use. Confirm the skills and access required for your specific role during selection; software compatibility should be agreed before onboarding.
What does the service cost?
Pricing depends on the role and agreed scope. Share your task list, expected working hours and system requirements so the team can discuss a suitable arrangement.
Let’s talk about your teamMake more room for
Book a ConsultationMake more room for
the work that matters.
Tell us where your team needs support. We’ll start there.