Every file, every deadline, every signature — handled.
Ontario-standard transaction coordination so you can stay in front of clients instead of inside paperwork.
File Setup & Compliance
The moment a deal is accepted, everything is tracked, organized, and on file.
What that covers
- Open and structure the deal file
- Contract review for completeness and accuracy
- Critical date entry and deadline tracking
- Document collection from all parties
- Signature management throughout the transaction
- Brokerage compliance file preparation (OREA form standards)
Milestone Coordination
Nothing falls through between acceptance and closing.
What that covers
- Inspection scheduling and follow-up
- Appraisal coordination
- Lender and mortgage document tracking
- Title search follow-up and holdback coordination
- Status certificate coordination (Ontario condo purchases)
- Addendum and amendment processing
- Deposit management and trust account follow-up
Ready to hand off your next deal?
Book your consultClient & Cooperating-Agent Communication
Every party knows where the file stands — without you being the relay.
What that covers
- Introductory email to all parties at deal open
- Weekly status updates to buyer/seller and their agent
- Cooperating-agent communication and follow-up
- Inspection response and negotiation paper trail
- Closing prep communication and checklist delivery
Closing & Post-Close
The file closes clean — and the relationship keeps going.
What that covers
- Closing confirmation to all parties
- Post-closing document archive
- Commission logging and verification
- Thank-you and review-request sequence
- Pipeline board update and deal close-out
Built for Ontario residential real estate — OREA forms, TRREB rules, every deal treated as if your license depends on it.
All workflows follow current OREA form standards and FINTRAC compliance requirements — built for Ontario, not adapted from a US template.
Pricing is per transaction — scope and rate confirmed on your first call.