Agents, do you want more business? Do you need more time? 

A Realtor is far more productive focusing on creating business, not processing files and paperwork!  

Allow our team to help simplify your job. 

Keeping agents organized and managing their files is our top priority! 


Real Estate Transaction Management Consultants - we are focused on providing Real Estate Agents with professional, accurate and timely transaction management services, with the highest levels of customer service. Our team is efficient, reliable and experienced. We are here to help you grow your business and meet your goals! 


On your behalf we will be responsible for the following (but not limited to)

  • Listings/Contracts
  • Intro emails to all parties involved
  • Create transaction contact/timeline sheets with important dates and contact information
  • Create and send disclosures to sellers to complete or/ obtain disclosures from listing agent/sellers for buyers to review and sign
  • Review disclosures to ensure we have a fully completed and executed disclosure package
  • Uploade data into online platform for broker files
  • communicate with escrow, lender, and cooperating agent on behalf of the contracting agent
  • Follow up with escrow on important information; HOA, City/Inspection reports, Natural Hazard Disclosure report
  • Send agent reminders regarding important deadlines, contingency removals, COE, etc.
  • Follow up with Escrow, Lender and or Agents regarding loan approval
  • Order Home Warranty, if requested by Agents
  • Final file audit to ensure the file is compliant with DRE and broker regulations
  • Coordinate commission disbursement authorizations reach Escrow 
  • Strive for a complete and accurate file possible to ensure there are no delays in Agents checks
  • Upon request, we can provide a file for the agent and agents clients at the close of escrow

Our team assist agents in communications and Client Relationship Management (CRM) duties.

**Please note, we have gone green and are striclty paperless.


Straight from the source...

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Jennifer is at the top of her game. Her high level of communication and attention to detail makes working with her seamless and makes my job as a Realtor much easier. She provides me the assistance and updates I need to be on top of my transactions and is always there when I need her. Quality control and a “no-mistake” protocol are key in my business - Jennifer delivers! I can’t recommend her highly enough!

Brooke Dianich - Keller Williams Realty


From the source...

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I just wanted to thank you for the great the great professional service you provided me on my transaction! I really appreciate you being available all hours of the day and the fast response time on all emails. I look forward to using you in the future! : )

Jordan Korczak - Keller Williams Beach Cities


From the source...

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I've been working with Jennifer for about 4 years now and she has never let me down. I rely heavily on her to be a part of my team and to help make our transactions go as smoothly as possible. She is an integral part of my business and I wouldn't be able to continue to grow my business without her!​

Dan Ludwig - Swodeck Group - The Associates Realty Group


From the source...

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Jennifer has been a part of my team handling my transactions for the majority of my career. She is proactive, organized, diligent and a dream to work with. She gets rave reviews from my clients as well as the other side of the transaction. I always get paid on time because she has the complete compliant file to my office prior to closing. Thank you for everything Jen!!

Alexis Balner - Balner&Co

Approved Brokers 

Preferred  Clients

                                         Swodeck Group - Dan Ludwig                                                   Keller Williams Realty Shoreline

                                         Ricardo the Realtor                                                                       Keller Williams Beach Cities

                                         Balner&Co - Alexis Balner                                                           ReMax

                                         Endsbury Commercial Group - John Mociak                         The Associates Realty Group    

                                        Brooke Dianich                                                                                Preferred Banker

                                         The Lesser Team - Tim Lesser                                                     C-21

                                         Endsbury Commercial Group - Alistair Tober                        Nourmand & Associates

                                         Eitan Constine                                                                                 Pacific Union 

                                         Marija Terzic                                          

                                         David Sheftell