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Personal TC
Transaction Coordinator

Your Transaction,
Handled.

Professional transaction coordination for Southern California real estate agents and brokers. From contract to close — every deadline tracked, every document managed, every detail covered.

20+
Years of Experience
100%
Compliance Focused
5
Counties Served
C2C
Contract to Close
What We Do

Full-Service Transaction Coordination,
Contract to Close.

We manage every aspect of your transaction so you can stay focused on what you do best — serving your clients and growing your business.

01

Contract Review & Opening

We review every page of the purchase agreement, confirm all timelines, and make introductions to escrow, the cooperating agent, and all parties involved — setting the transaction up for a smooth close from day one.

02

Disclosure Management

We prepare, send, and track all required disclosures — including seller disclosures, NHD reports, and local county-specific addenda — ensuring every document is executed on time and in full compliance with DRE standards.

03

Deadline & Contingency Tracking

We monitor every contractual deadline, send proactive reminders to all parties, and follow up on contingency removals, repair requests, and loan conditions so nothing falls through the cracks.

04

Escrow Coordination

We work directly with escrow, title, and lenders to ensure all documents are submitted, signed, and returned on schedule. We bridge the communication gap so you never have to chase anyone.

05

Compliance & File Audit

Before closing, we audit the complete transaction file to ensure every required document is present, properly executed, and stored in your broker's compliance platform — whether that's Skyslope, DocuSign Rooms, or another system.

06

Closing & Beyond

We confirm the close of escrow, deliver final documents to all parties, and ensure your file is complete and archived. We handle the paperwork so you can focus on your next client.

How It Works

Simple Process.
Exceptional Results.

We've built a streamlined intake and management process that gets your transaction organized from the moment you submit the file.

01

Submit Your File

Send us the executed purchase agreement and we'll take it from there. Our intake process is simple, fast, and designed to get your transaction moving immediately.

02

We Handle the Details

From opening escrow to tracking every deadline, we manage the full transaction workflow on your behalf — keeping all parties informed and every document accounted for.

03

You Focus on Your Clients

While we manage the paperwork, you stay focused on building relationships and growing your business. We'll alert you only when your attention is truly needed.

04

Close with Confidence

We audit the file before close, confirm all conditions are met, and deliver a fully compliant, organized transaction record — ready for your broker's review.

Service Area

Serving All of Southern California

Orange CountyLos Angeles CountySan Diego CountyRiverside CountySan Bernardino County
Ready to Get Started?

Let Us Handle the Details.
You Focus on the Close.

Submit your next file today and experience the difference that dedicated, professional transaction coordination makes — for you and your clients.