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ERS Service Category 2 of 4

Transaction Coordination
Services

From ratified contract to closing day — whether you have an in-house TC or not, your dedicated ERS team handles every transaction task so your agents stay focused on clients, not paperwork.

8 Core Tasks
All Plans Included
Since 2016 Proven Process

We Handle the TC Work — However Your Team Is Set Up

Some teams already have an in-house TC who needs back-office support. Others have no TC at all and need ERS to act as their full Virtual TC. Either way, your ERS team handles every administrative task from ratified contract to closing day — with no direct buyer or seller contact unless your team structure requires it.

✓ Core TC tasks in every ERS plan · Train us into more and we grow with you

ERS Adapts to How You Work

Both tracks use the same trained ERS team, the same 7-phase workflow, and a custom checklist built around your processes. Tell us how your team is set up and we'll tailor the service accordingly.

Track A

I already have an in-house TC

Your TC owns the client relationship. ERS works behind them — handling the back-office admin so your TC can focus on what only they can do.

  • ERS works strictly behind your TC — no direct buyer or seller contact
  • Drafting, filing, compliance prep, and document organisation handled by ERS
  • Files kept audit-ready for brokerage submission at every stage
  • Your TC reviews and approves — ERS executes
  • Your TC doubles their file capacity without doubling their workload
Best for: Teams with an existing TC who is stretched thin or handling more files than they can manage alone.
Book a Free TC Support Audit →
Track B

I don't have an in-house TC

Your agents are handling TC tasks themselves — or you have no dedicated TC at all. ERS steps in as your full Virtual TC, owning the entire administrative workflow.

  • ERS acts as your dedicated Virtual TC — full admin workflow owned end to end
  • Contract received to funded file — every phase tracked and executed
  • Live transaction dashboard — all files tracked by status in real time
  • Coordination with title, lenders, and inspectors managed by ERS
  • Your agents focus on clients and closings — ERS handles the rest
Best for: Teams where agents are doing their own TC work, or teams ready to hand off transaction coordination entirely to a virtual team.
Book a Free Virtual TC Audit →

8 Transaction Coordination Tasks

Every task below is handled by your dedicated ERS team — included in all plans. Train us on additional tasks once and we own them permanently.

Task 01 📋
Contract-to-Close Management

Managing the full contract-to-close workflow — organising documents, tracking dates, and keeping every moving part on schedule from ratification to closing day.

Task 02
Compliance Review & Submission

Reviewing transaction files for completeness, flagging missing documents, and preparing audit-ready packages for brokerage submission at every stage.

Task 03 🏦
Attorney & Lender Coordination

Liaising with attorneys and lenders on behalf of your TC — tracking conditions, chasing documents, and ensuring nothing falls through the cracks between parties.

Task 04 🔍
Inspection Coordination

Scheduling and confirming home inspections, tracking report delivery, and organising inspection-related documents so your team can respond without delay.

Task 05 💡
Utility Transfer Coordination

Coordinating utility transfer requests and confirmations so buyers and sellers have a smooth handover — one less thing to chase at the finish line.

Task 06 🚪
Final Walkthrough Coordination

Scheduling and confirming final walkthroughs with all parties — timing aligned with closing, access confirmed, and everyone kept fully in the loop.

Task 07 💰
Commission Disbursement Authorization (CDA)

Preparing and tracking CDAs for accuracy and timely submission — so commission disbursements are processed correctly and without last-minute scrambles.

Task 08 📨
Closing Communication Management

Managing closing-related communications — drafting updates, coordinating confirmation emails, and ensuring all parties are aligned heading into closing day.

How It Works

From onboarding to your first file handed off — your ERS TC team is up and running in 4 to 6 weeks.

1
Free Ops Audit

We review your setup — do you have a TC? How many files? We determine Track A or B and map what ERS owns from day one.

2
Record Once

Record your TC tasks using a screen sharing tool. Send us the videos. This is the only training ever required.

3
Custom Checklist Built

Your ERS TC team builds your buyer and seller checklists, live tracker, and gets access to your tools and platforms.

4
Supervised Run

ERS runs alongside your process for weeks 1–3. Your TC or team lead reviews before full handoff is confirmed.

5
Scale as You Grow

Add hours or VAs as volume increases. Train us into more tasks as you grow — no new contracts, no ramp-up delays.

7 Phases. Custom Checklist. Every Task Owned.

The ERS TC workflow covers every step from contract received to funded file. We build a custom checklist for your team — train us once and we own it permanently.

Phase 1 · Day 0–1 Contract Received — Kickoff
  • Review executed contract for completeness
  • Share contract with Title & Lender
  • Start digital transaction folder
  • Add contract to CRM pipeline
  • Send Welcome Email with Road Map
  • Set up communication channels
  • Build timeline with all key deadlines
7 tasks + your custom steps
Phase 2 · Day 1–7 Deposits, Title & Setup
  • Track earnest & option money delivery
  • Obtain receipted contract from title
  • Send lender update request
  • Follow up on Info Sheet completion
  • Ensure required disclosures signed & filed
  • Confirm title opened & commitment received
  • Follow up on survey and deadlines
7 tasks + your custom steps
Phase 3 Inspections & Option Period
  • Confirm inspections within option period
  • File inspection reports in document system
  • Monitor repair receipts & completion
  • Send repair invoices to Title
  • Order Home Warranty
  • Send Moving Forward email to client
6 tasks + your custom steps
Phase 4 Post-Option / Mid-Transaction
  • Follow up with title on seller items
  • Follow up with lender on buyer docs
  • Track Third Party Financing deadlines
  • Send required addenda for signatures
  • Ensure appraisal ordered and calendared
5 tasks + your custom steps
Phase 5 Financing & Appraisal
  • Confirm survey approved or ordered
  • Confirm Conditional Loan Approval
  • Track Closing Disclosure from lender
  • Ensure appraisal completed
  • All documents filed for compliance
5 tasks + your custom steps
Phase 6 · Pre-Close Final Coordination
  • Create CDA and send for signatures
  • Verify Clear to Close with lender
  • Coordinate closing times with all parties
  • Request final Closing Disclosure
  • Send pre-closing communication to client
  • Schedule final walkthrough if applicable
6 tasks + your custom steps
Phase 7 · Closing Day Closing Day & File Close-Out
  • Verify file has funded with title
  • Close out file in CRM and MLS
  • Verify MLS reflects correct buyer agent
  • Move file to Closed Folder
  • File archived — audit-ready ✓
5 tasks · File closed ✓
Your Custom Workflow Train Us Once — We Own It Forever
  • Every team runs differently — ERS learns your exact process
  • Record your workflow once via screen sharing
  • ERS replicates it exactly and owns it permanently
  • No retraining ever unless your process changes
  • Seller tasks, builder steps, brokerage requirements — all covered
Unlimited custom tasks

Every File Tracked Live — In Real Time

ERS maintains a live transaction dashboard for your team — every active file tracked by address, agent, contract date, closing date, current stage, tasks completed, and next steps.

Click on any status — "Appraisal Pending", "Clear to Close", "Inspection Pending" — and see every file at that stage instantly. Full visibility for your TC or your agents, zero chasing.

See How This Works for Your Team →
Closed File funded · all tasks complete
In Progress Active — tasks tracked daily
Clear to Close Pending Lender confirmation being tracked
Appraisal Pending Calendared · follow-up in progress
Inspection Pending Scheduled within option period
Terminated File closed out · docs archived
Under Construction New build — builder milestone tracking

We Work in Your Systems

ERS virtual TCs are trained across all major real estate platforms. Train us once on your stack — we own it permanently.

🏠 CRM Platforms

Follow Up Boss · Lofty · Brevity · Boomtown · Firepoint

📁 Document Management

Command · Skyslope · DocuSign · Zipforms

📊 Reporting Systems

Clarity Now · Sisu · BoldTrail

Project Management

Trello · Monday.com

💬 Communication

Google Suite · Gmail · Google Meet · Slack

🏡 MLS Platforms

All major US MLS platforms across every market

📋 Custom Dashboards

ERS builds live transaction trackers customised to your team's workflow

🔧 Your Tools

Using something not on this list? Train us once — we handle it permanently

💡

Train us once on any task — we own it permanently

The 8 core tasks above are just the starting point. Every team runs differently. Record your custom workflows, brokerage-specific requirements, or any task unique to how your team operates — once. ERS learns it, replicates it exactly, and handles it permanently. No extra charge, no retraining ever required unless something changes.

"ERS handles our transaction coordination, data entry and database management processes, along with managing the trackers necessary to evaluate our business. They have been assisting us since 2019 and have done nothing less than 5-star work. Very little training and oversight has been needed — they already knew our industry and were able to plug in immediately. So much so, I regretfully forget we have a virtual team working for us as oversight is not required."

Brian Reed Broker & CEO, Ryan & Brian Real Estate Team · McAllen, TX · eXp Realty · Google Review ⭐⭐⭐⭐⭐

Ready to Hand Off Your Transaction Coordination?

Join 50+ real estate teams who trust ERS to handle their transaction back-office — whether they have a TC already or need ERS to be their virtual TC.

✓ No Contract ✓ Plans from $547/mo ✓ Track A or Track B ✓ Cancel Anytime

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Frequently Asked Questions

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Testimonials

What Our Clients
Say about us

“ERS allows my admin team to work on the most dollar productive activities. Operations are more efficient as they can focus on their most important tasks. They are quick to learn and implement our systems and suggest tweaks to make the process more efficient. They have the experience background to step in quickly and get the job done. We are very pleased with ERS!”

Brian Reed

Team Leader/Broker
Ryan & Brian Real Estate Team

“So I can tell the difference in the temperature of the team and the stress level, and see them enjoying hitting their goals. I can see a huge difference in that. To me that's not something you can measure on paper … that's a HUGE thing.”

Kristi Huff

Operations Manager
Limbird Real Estate Group

“I love the fact that it’s a source that we can keep adding different tasks to…and they are familiar with our business. And LOVE the fact that you can video your request and they can follow the directions that way. It has saved us lots of time in tracking and in our accountability and then opening up doors for activities myself and my admin can think about that someone else can do so we can continue to grow our business.”

Melissa Thompson

Owner, Melissa Thompson Team