Full Service Transaction Coordination

We begin with a mutually executed contract and offer transaction coordination support to facilitate the process of all involved parties toward a successful closing

What Your Transaction Coordinator Does

Open the File

  • Your TC will coordinate the opening of the file and handle all documents securely.
  • An introduction email will be sent providing a timeline of deadlines with a copy of the executed contract to the co-op agent, buyer/seller, lender, and title company as needed.
  • Send/request disclosure packages and ensure all documents are signed by designated parties.


  • Verify the EM deposit, obtain and share the receipt from escrow.
  • Schedule/Verify the inspection date and time.
  • Update deadlines due to any changes in the contract.
  • Order Home Warranty per contract if needed.
  • Order HOA documents through title if needed.

  • Ensure your buyer/seller is provided with a copy of all documents.
  • Maintain constant contact with all parties involved for status updates as well as collecting outstanding items.
  • Coordinate and confirm final walk-through.

Keep Lending On Track

  • Monitor appraisal timeline and completion with the lender.
  • Coordinate and monitor buyers’ loan status with the lender.


  • Schedule the signing appointment for the client and agent, if applicable.
  • Submit all required contract documents to brokerage for compliance
  • Draft CDA and send to agent for approval.
  • Submit agent-approved CDA to brokerage compliance.
  • Conduct a final audit of the file 7 days prior to closing to ensure all documents are uploaded and the file is complete.
  • Upload final closing documents to the agent’s online transaction management service for compliance.
  • Send a thank you email to your client asking for a review on your preferred sites.
  • Growth Mindset

    Our platform is designed with scalability and transparency in mind, ensuring a streamlined workflow that boosts your productivity and efficiency. Through our trained virtual leverage and licensed TC's, you can take full advantage of the platform's capabilities. We provide monthly Executive Business Coaching to help our staff refine their skills, stay ahead in the industry, and grow your business.

  • Who Are We?

    We offer a distinct approach to conducting business. Setting ourselves apart from traditional Transaction Coordinators (TCs), we provide a comprehensive platform that seamlessly integrates with professional TCs to enhance and optimize their business operations.

  • The Option Difference

    Recognizing the significance of client satisfaction, The Option provides top-notch customer service. Clients appreciate a smooth and stress-free experience, which can lead to positive reviews, referrals, and repeat business. With a knowledgeable TC overseeing the transaction, agents and clients can have peace of mind knowing that the process is being handled by a professional who is dedicated to ensuring a successful outcome..

  • Concierge-Level Support:

    US-based professionals managing the paperwork, deadlines, and details of your real estate transactions.

  • Pay at Closing:

    Enjoy the peace of mind of paying for our services only when your deal crosses the finish line.

  • Seamless Efficiency:

    Spend more time closing deals and less on administrative tasks. We've got you covered.

Agent Expectations


  • I recognize that, as a Licensed Real Estate Agent or Broker, I am the owner of my business and I am ultimately responsible for errors or misrepresentations that occur during transactions for which I have enlisted The Option's assistance.
  • I agree to review the MLS data for any new listings prior to The Option making any listings Active.
  • I understand that The Option’s Coordinators may or may not be licensed Realtors, therefore The Option cannot conduct any negotiating on behalf of the Client.
  • I have completed at least 3 transactions on my own and am able to complete all parts of a transaction independently.
  • It is my responsibility to know when there is a change to Real Estate Law, or my Brokerage’s Policies and Procedures and I will notify The Option of any changes in writing, in a timely manner, when applicable.
  • I agree to fill out a Listing or Buyer Intake Form through The Option website for each transaction I wish to have The Option's assistance on.
  • I understand the hours of operations are Monday- Friday 9:00-6:00, holidays will affect these hours and any communication received will be processed the next business day. Unless otherwise communicated and agreed upon for an additional charge.