Full Service Monthly Subscription

$700 monthly subscription:  Agents subscribe for a 12-month period and are billed monthly. This is a service for an unlimited number of transactions per month.
Hours: Monday – Friday, 9am – 6pm, Saturday, 9am – 5pm, Sunday 12pm – 5pm

BONUS services for Subscribers 

  • Prepare all contract offer documents and addendums (or counteroffers) at the direction of the agent
  • Prepare contract amendments (or counteroffers) at the direction of the agent
  • Input Open House requests into Rechat
  • Order sign delivery & pickup
    • Prepare and order Post Cards or Brochures
    • Prepare Just Listed, Open House, Under Contract, Just Sold social media graphics and text to agent for posting on social media
    • Broker Bay showing instruction input
    • Marketing email blast to Agent Network “Just Listed”

Compliance –

  • Create Rechat transaction file.
  • Prepare compliance documents in Rechat and send out for signatures.
    • Listing Agreement or Buyer’s Representation Agreement
    • IABS
    • Affiliated Business Arrangement Disclosure
    • Square Footage Disclosure (all square footage information must be provided by listing agent in order to do so)
    • Send Sellers Shield to Sellers for signature (if requested)
    • Request Survey and T47 (if listing agent says existing survey is available) for listings.
    • Determine applicability of MUD/WCID/ECAD and obtain any required documentation.
    • Send NTREIS Data Input form and Sotheby’s Amenities Sheet to listing agent to have seller complete. TC will partially complete these forms with information from previous MLS listings if available.
    • Request property romance and MLS description from listing agent.
    • TC will send paperwork to agent for review and signature prior to sending to client.
  • Review signed documents for accuracy and completion.

Contract –

  • Distribute copy of executed contract to all parties (clients, agent, escrow officer, lender)
  • Send introductory email to all parties explaining Transaction Coordinator role in the transaction
  • Serve as communication liaison between the lender, title company, agents, client (buyer/seller)
  • Notify Office in Rechat to change status in MLS if we represent the Seller (Option, Pending, Sold)
  • Create Rechat transaction file for buyers
  • Upload all required documents to Rechat for review and approval
  • Coordinate delivery of the earnest money deposit & option fee to title company for buyers (if requested)
  • Send calendar invitations to agents and clients for all critical dates (if requested)
  • Follow-up on critical dates for Option Period, Finance Approval, Survey, T-47, HOA, Initial CD
  • Review contract & additional addenda for completion and accuracy; Obtain any missing initials/signatures
  • Follow-up to buyer’s lender for the appraisal status, underwriting conditions, closing disclosure, final loan approval & closing documents
  • Upload Amendments to contract into Rechat. (This service does not include negotiating or drafting Amendments)
  • Obtain repair receipts (if applicable) & forward them to all parties prior to closing
  • Follow-up on completion of CDA
  • Provide list of home warranty companies to the buyer
  • Reminder to turn on/off utilities
  • Reminder to buyer’s agent to schedule Final Walk-Through
  • Reminder to exchange keys and codes
  • Schedule closing and notify all parties
  • Order sign pickup post-closing
  • Prepare a Just Sold Social Media Graphic using MLS image and text to agent to post


  • Some services may be unavailable for non-residential listings.
  • Any Special Provisions verbiage must be provided by agent in writing and must be prepared by an attorney or the client.
  • TEAMS app will be utilized for communication between BFSIR agent & TC’s. 
  • If you have any questions or concerns regarding our services, please email us: [email protected]
  • TC’s Can:
    • Write & facilitate amendments
    • Audit and assist with Rechat compliance
    • Pull CAD records
    • Facilitate acquisition of support documentation
    • Communicate with Sale Manager for compliance issues or concerns

Reminders for Agent:

  • A La Carte services: Monday – Friday 9am – 6pm
  • Full Service – Monday – Friday 9am – 6pm + same hours as weekend assistance, Saturday 9 – 5 and Sunday 12 -5

Transaction Coordinators do NOT have the ability to:

  • Execute a contract
  • Offer real estate advice
  • Perform agent tasks, such as create CMAs
  • TCs cannot activate MLS listings, post to social media accounts, initiate or facilitate concierge services, or facilitate payments or payment arrangements for 3rd party services.
  • TCs cannot create social media collateral, captions for listing photographs, or process any other marketing requests until the listing is active in accordance with NAR rules and regulations.