Transaction Management for
Listing-Side Pending Deals
Seamless, Compliant, and Fully Managed Listing Transactions
Our Listing Under Contract Package delivers full-service support from contract execution to final closing—giving you the confidence that every step is handled with precision, compliance, and care. Acting as a natural extension of your team, we manage communication, documentation, deadlines, and coordination so you can stay focused on nurturing sellers, taking new listings, and scaling your business.
With AI-assisted contract analysis, customized seller communications, and agent-aligned workflows, this package typically saves agents 12–20 hours per transaction while helping safeguard your reputation and ensure smooth, predictable closings.
Key Features and Workflow
Initiation & Contract Review
We kick off the transaction with accuracy and compliance in mind.
- Review executed contract for all deadlines & contingencies
- AI-assisted extraction for complete accuracy
- Create a customized transaction checklist tailored to your workflow
- Upload checklist to your CRM or shared drive
- Enter transaction into chosen platform (CTM, Dotloop, Skyslope, etc.)
- Flag potential issues per Colorado regulations
- Align communication preferences and client expectations
Under Contract Phase
Once your listing is under contract, we handle all communication, compliance, and coordination to keep the transaction on track.
- Order title and send branded introductions
- Create a complete contact sheet for all parties
- Guide sellers with an eCalendar, disclosures, and next steps
- Update MLS to Pending
- Perform weekly compliance checks and secure required documents
- Maintain the transaction file with title work, disclosures, and amendments
- Track all deadlines and coordinate follow-ups with each party
Pre-Closing Preparation
We ensure every requirement is met before closing is confirmed.
- Final compliance review for missing or incomplete documents
- Follow up with buyers’ agents, title, and sellers to secure outstanding items
- Prepare and send CDA to title with accurate commission details
- Customize and send Seller Home Questionnaire
- Coordinate sign removal with your preferred sign company
- Confirm closing time, location, and final logistics
Post-Closing Wrap-Up
A smooth closing deserves a professional finish.
- Upload closing documents to your CRM, CTM, Dotloop, or shared drive
- Update MLS status to Sold
- Archive the final listing PDF
- Submit settlement statements for agent payout processing
- Send branded thank-you message to sellers, including resources and referral prompts
- Provide an agent debrief with insights and transaction notes
Optional Pre-Listing Add-On
This add-on ensures your listing is fully prepared before going active, streamlining the transition into the Under Contract phase.
Includes:
- Drafting listing agreement and disclosures
- Initial MLS input of property details, media, and remarks
- Coordinating sign installation
- Monitoring form expirations and submitting timely amendments
Optional Additional Services:
Photography coordination, staging coordination, and listing media scheduling.
