Streamlined, Unified Management for
Dual-Agency Deals
Double-Ended Transactions Package
Handling a transaction where you represent both the buyer and the seller demands precision, coordination, and airtight communication. The Double-Ended Transactions Package from Ophir Solutions brings both sides together under one optimized workflow—reducing redundant effort, tightening compliance, and delivering a smoother experience for every party involved.
This bundled package consolidates administrative support for dual-sided transactions at a discounted rate and typically saves agents 20–25 hours per deal. By integrating milestones, communications, and compliance into a single coordinated system, agents can stay focused on strengthening client relationships and generating new opportunities—not chasing paperwork.
Key Features and Workflow
Initiation
A complete front-loaded review to ensure clarity from day one.
- Review executed contract(s) from both sides
- Extract and align shared deadlines, contingencies, and provisions
- Build a customized dual-sided checklist and upload to your CRM or shared drive
- Enter the transaction into your preferred platform and update statuses
- Flag issues or compliance concerns per Colorado regulations
Core Transaction Management
Integrated communication and documentation for all parties.
- Unified contact sheet for buyers, sellers, agents, title, and lender
- Combined introduction emails with disclosures and branded touchpoints
- Shared calendar setup with automated reminders and customizable buffers
- Weekly compliance audits covering both sides of the transaction
- Collection and tracking of signatures, deposits, and required documents
- Maintenance of all uploads—including title work, amendments, reports
- Optional Add-On: Vendor coordination (inspections, appraisals, etc.)
Pre-Closing Coordination
Ensuring every detail is aligned before arriving at the closing table.
- Final dual-file compliance review
- Obtain missing signatures, amendments, or confirmations
- Prepare and send a single CDA with accurate commission breakdown
- Deliver branded Home Questionnaire(s) for client use
- Verify logistics and coordinate all parties for a smooth closing day
Post-Closing Wrap-Up
A clean finish with agent branding and client satisfaction in mind.
- Upload all closing documents into your systems
- Update MLS/CRM status to “Sold”
- Submit settlements for payouts
- Send a unified, branded thank-you message to both clients
- Provide an agent debrief with key metrics and performance insights
Why This Package Works
- Eliminates duplicate data entry and communication
- Enhances compliance consistency across both sides
- Reduces errors by merging workflows into one coordinated process
- Strengthens professionalism through unified branding and messaging
- Creates referral-worthy client experiences with seamless follow-through
AI-powered deadline extraction and reminders accelerate the backend, while human oversight ensures nuance, compliance, and personalized communication throughout.
Each implementation is fully customized to your workflow and preferred systems—including CTM, Dotloop, SkySlope, brokerage platforms, or a custom CRM.
