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
What services does Ophir Real Estate Concierge provide?
Who can benefit from partnering with Ophir?
How is Ophir different from other transaction coordinators?
Is Ophir equipped to scale as my real estate business grows?
How do I get started with Ophir’s services?
Learn More About Our Services...
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.
