Transaction coordination for Coastal Bend Realtors
Contract to close, handled.
You sell. We manage the timelines, paperwork and broker compliance on every file, so nothing slips between contract and closing.
TREC License #685002
- Contract executed and sent to escrowDone
- Welcome email sent to your buyerDone
- Timeline of every important date sent to youDone
- Disclosures received and sent to buyerIn progress
- Amendments drafted as neededUp next
- Paperwork submitted for broker complianceUp next
- CDA created for youUp next
$380M+
in sales volume supported for Realtors
12+ years
of hands-on real estate experience
7+ years
as Director of Operations for a top-producing team
TREC
License #685002
How it works
Your files. Our process. Perfectly aligned.
1
Send us the file
Start a file with the form below or by email. We can pick it up as early as the offer or listing packet.
2
We run the timeline
Your client gets a welcome email, you get a timeline of every important date, and we keep disclosures and amendments moving.
3
You close
Contract paperwork goes to your broker for compliance and your CDA is created. You stay focused on your clients.
Services
One flat fee per closed file
Buyer side or listing side, every step below is included.
Buyer coordination
$350
per closed file
Pre-contract prep
- Draft and send the offer packet for Buyer signatures
- Amend the offer based on negotiations and send for final signatures
Contract to close
- Execute the purchase contract and send to escrow
- Send a “Welcome” email to the Buyer outlining the contract process
- Provide a detailed timeline to the Realtor outlining all important dates
- Ensure all necessary disclosures are received and sent to the Buyer
- Assist in drafting contract amendments as needed
- Request repair invoices for contractually obligated work
- Submit contract paperwork for Broker compliance
- Create the CDA for the Realtor
Listing coordination
$350
per closed file
Pre-listing prep
- Draft and send the listing packet for Seller signatures
- Review and submit listing paperwork for Broker compliance
- Create a professional listing description for MLS usage
- Send a “Welcome” email to Sellers explaining the listing process
Contract to close
- Review offer documents for accuracy before Seller signature
- Send offer documents for Seller signatures upon offer acceptance
- Execute the signed contract and send to escrow
- Send a “Welcome” email to Sellers explaining the next steps
- Provide a detailed timeline to the Realtor outlining all important dates
- Ensure all necessary disclosures are received and sent to the Buyer
- Assist in drafting contract amendments as needed
- Submit contract paperwork for Broker compliance
- Create the CDA for the Realtor
Theresa Miller, Owner and Founder
A job done right the first time
I started as a Broker’s Assistant and grew into the Director of Operations for a top-producing team. After more than 12 years in this industry, I know the details that make a transaction run smoothly.
I’m the daughter of a 30-year Marine, raised to value discipline and precision. That is the standard I train my team to, and the standard every file gets.
FAQ
Questions Realtors ask first
What does it cost?
$350 per closed file for buyer or listing coordination.
Which areas do you serve?
We primarily serve Realtors in the Coastal Bend area of Texas.
Do you handle both buyer and listing files?
Yes. Buyer files can start at the offer packet and listing files at the listing packet. Both run through closing.
How can I reach you?
Call (845) 863-6043 or email Theresa@AlignedApproachTC.com.
What happens if a contract falls through?
If a contract terminates, our fee is waived.
How do I get started?
Fill out the short form below, or call or email us with your file details.
Start a file
Hand off your next file
Tell us about the transaction and we’ll take it from there. Prefer to talk it through first? Call or email us.
Join the team
Agents: become a transaction coordinator with us
If the contract side of real estate is where you do your best work, we’d like to hear from you. Every coordinator on our team is trained to the same standard: a job done right the first time.