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Service 01

Transaction coordination

Every deadline tracked, every document chased, from contract to close.

Commitment
Month to month

From the moment the contract is signed to the moment the file is archived, somebody has to hold the timeline. That is what this service is.

What gets handled

The work, listed.

  • Open the file and build the timeline from the contract dates
  • Track contingency and deadline milestones
  • Chase signatures and initials on addenda
  • Coordinate inspection, appraisal, and survey scheduling
  • Order title, HOA documents, and home warranty
  • Follow up with the lender on loan milestones
  • Collect and file earnest money receipts
  • Prepare the closing checklist and schedule signing
  • Post-close file archive and commission paperwork

Deadline items do not wait for the weekly plan. Contingency dates are tracked to the date they fall on.

Who this one is for

If this sounds like your week.

  • Agents closing enough deals that two files open at once starts to feel like four.
  • Agents who have missed a deadline, or nearly did, and did not enjoy the feeling.
  • Teams whose coordinator is at capacity and whose next hire is not in the budget yet.

How it works

Four steps, every time.

01

You send the executed contract.

That is the trigger. Nothing else needed from you to start.

02

We build the timeline.

Every date from the contract, working backward from closing.

03

We chase, you get told.

Lender, title, inspector, co-op agent. You hear from us, not from them.

04

The file closes and gets archived.

Commission paperwork filed, documents where they should be.

Need something you don’t see here?

Our scope isn’t limited to this list. Tell us what you need and we’ll confirm whether Serene can handle it.

Works well alongside

Taking more than one?

Serene Complete is all seven services run by one team. Taking them all together costs less than adding them up.

See Serene Complete