Transaction Coordination for Real Estate Agents
Close every deal
clean.
Margin Co coordinates your transactions from contract to close — so nothing slips, and you stay in front of clients.
Same Day
File Open Turnaround
Why Margin Co
Transaction coordination built for the way deals actually work.
We track every contingency date, chase every signature, and keep your file audit-ready — from contract to close.
✓
Same-Day File Opening
Submit a transaction and we open the file, build the timeline, and introduce ourselves to all parties on the same business day.
✓
Deadline Precision
Every contingency date is calendared and confirmed. You'll get alerts at 72, 48, and 24 hours — never the morning of.
✓
One Point of Contact
We're the central hub for agents, lenders, title, and escrow. You stop playing telephone. We handle the coordination.
✓
Broker-Ready Files
Every closed transaction delivered as a complete, compliant file — ready for broker review and commission processing.
✓
Flat, Transparent Pricing
One fee per file. No surprises, no add-ons, no matter how complex the deal gets. Volume pricing available.
What We Do
Full-service coordination, listing to closing.
From the first document to the final signature, we manage every moving piece so nothing falls on you.
Listing Coordination
Disclosures, listing agreements, MLS data, seller documents — organized, executed, and filed before you go active.
Contract-to-Close Management
From executed purchase agreement through closing: contingency tracking, title coordination, lender follow-up, and final walkthrough scheduling.
Deadline & Compliance Tracking
Every date on the contract is calendared, confirmed, and followed up. You'll never miss an inspection period or loan contingency deadline.
Vendor & Party Communication
We're the central hub between buyers, sellers, title, lenders, and inspectors — so you're not playing telephone all day.
Document Management
Every document collected, reviewed for completeness, and stored compliantly. Broker-ready files every time.
Closing Coordination
Final figures, closing disclosure review, scheduling, and post-close filing — we see it all the way through.
The Process
Up and running in three steps.
Getting started is fast. Your first transaction can be live within the hour.
1
Submit Your Transaction
Fill out our quick intake form with the deal basics — property, parties, key dates. Takes about five minutes.
2
We Build Your File
We open the transaction, gather all required documents, and send introductions to every party on the same business day.
3
We Drive It to Close
You get status updates at every milestone. We handle the rest — tracking, reminders, and compliance — until keys are handed over.
Pricing
Simple, flat-fee pricing.
No surprises. One fee per transaction side, no matter how complex the deal gets.
Transaction Coordination
$375
per file
Listing-side and buyer-side transactions. Volume pricing available for agents with consistent deal flow.
- Full document collection & review
- Deadline & contingency tracking
- All-party communication managed
- Broker compliance file
- Transaction status visibility
- Closing coordination & post-close filing
Book a 15-Minute Intro
Listing TC Workflow
From Signed Listing Agreement
to Active on MLS
Every step we manage so your listing launches on time, compliant, and without scrambling at the last minute.
Listing Side
Pre-MLS
Document Collection
Compliance
- Receive executed listing agreement and seller disclosures from agent
- Open transaction file and input all parties, dates, and property details
- Send introduction email to seller(s) and set expectations for the process
- Confirm listing coordinator is assigned and agent is notified
- Create transaction timeline with all critical dates
- Request all required seller disclosures (property condition, HOA, lead paint if applicable, etc.)
- Collect HOA documents, CC&Rs, and resale certificate if applicable
- Order or confirm Natural Hazard Disclosure (NHD) report
- Obtain preliminary title report or confirm with title company
- Gather any home warranty documentation if seller is providing one
- Collect any existing inspection reports or known repair history
- Confirm all document signatures are complete and properly initialed
- Review agent-provided property details for MLS accuracy
- Confirm listing photos have been scheduled or received
- Verify showing instructions and lockbox setup with agent
- Confirm list price, DOM target, and any seller stipulations
- Review and confirm public remarks and MLS field data
- Review complete file against brokerage compliance checklist
- Confirm all required disclosures have been signed and dated
- Verify listing agreement dates, commission, and terms are accurate
- Flag any missing or incomplete items to agent with deadline
- Upload fully executed, compliant file to brokerage platform
- Confirm MLS go-live date with agent
- Send final pre-listing checklist confirmation to agent
- Transition file to contract management mode upon offer acceptance
- Archive listing documents and confirm all parties have copies
Agent note: Once your listing goes active, we stay on file. The moment you have an accepted offer, forward the executed contract and we open the contract-to-close workflow immediately — no restart, no re-explaining.
Under Contract Workflow
Executed Contract
to Closed Transaction
Every contingency tracked, every party coordinated, every document in order — from offer acceptance to keys in hand.
Contract to Close
Buyer & Seller Side
Deadline Tracking
Title & Escrow
- Receive fully executed purchase agreement from agent
- Open contract file and input all parties, key dates, and contingency deadlines
- Send introduction to all parties: buyers, sellers, lender, title/escrow, agents
- Confirm earnest money instructions and deadline with buyer's agent
- Distribute executed contract copies to all parties
- Build and share transaction timeline with all critical dates
- Confirm inspection is scheduled within inspection period
- Track earnest money deposit receipt confirmation from escrow
- Monitor inspection contingency deadline and alert agent 48 hours prior
- Collect signed inspection response / request for repairs (if applicable)
- Confirm signed counter or acceptance of inspection response
- Track loan contingency deadline and follow up with lender on status
- Monitor appraisal order and confirm completion within timeline
- Confirm title is opened with escrow officer and preliminary title report ordered
- Review preliminary title report for any liens or encumbrances — flag to agent
- Follow up with lender on loan status and clear-to-close timeline
- Collect and review lender conditions checklist (if accessible)
- Coordinate HOA transfer documents, estoppel letter, and resale cert if needed
- Confirm any repair credits or seller concessions are documented in amendment
- Track and confirm final walkthrough scheduling
- Confirm clear-to-close with lender
- Confirm closing date, time, and location with title/escrow
- Alert all parties of closing appointment details
- Collect and review closing disclosure (CD) for accuracy
- Confirm final walkthrough is complete and any issues resolved
- Ensure all amendments and addenda are fully executed and in file
- Confirm wire instructions have been communicated securely
- Confirm closing has occurred and transaction is funded
- Collect and archive signed closing documents
- Submit complete, compliant file to brokerage for commission processing
- Send closing confirmation to agent with final checklist
- Archive full transaction file for agent's records
Deadline guarantee: Every contingency date is calendared from day one with alerts at 72 hours, 48 hours, and day-of. If a deadline is at risk, we flag it immediately — not the night before.
Work With Margin Co
Onboarding a New Agent
Getting set up with Margin Co takes less than 24 hours. Here's exactly what the process looks like.
New Agent Setup
Getting Started
Onboarding
- Agent submits inquiry via the Get Started form or emails hello@margin-co.com
- We respond within one business hour with availability and next steps
- 15-minute discovery call to understand your transaction volume, brokerage, and workflow
- We confirm we're the right fit and discuss pricing
- Agent completes a simple onboarding intake (15 minutes or less)
- We collect brokerage compliance requirements, preferred communication method, and any templates you use
- We set up your agent profile in our transaction management system
- You're added to our secure document portal with shared access
- We confirm preferred contact times and escalation preferences
- For your first transaction, we walk you through the submission process step by step
- You submit your first deal via our intake form — takes about five minutes
- We open the file, confirm all details back with you, and introduce ourselves to all parties
- You receive a "file opened" confirmation with timeline and point of contact
- Submit new transactions anytime via our intake form — we open within the same business day
- Receive proactive status updates at every major milestone
- Reach us by email, phone, or text during business hours — urgent items responded to same hour
- Get a complete, broker-ready compliance file for every closed transaction
- Review transaction notes and docs in the shared portal 24/7
Ready to get started? Email
hello@margin-co.com or fill out the form on the home page. We'll have you set up and ready to submit transactions within 24 hours.
For Buyers & Sellers
What to Expect When
Your Agent Uses Margin Co
We work behind the scenes to keep your transaction on track. Here's what that looks like from your side.
Buyer & Seller Guide
What to Expect
Process Overview
- Once your transaction is under contract, you'll receive an email introduction from Margin Co
- We'll confirm your contact information and preferred communication method
- You'll receive a summary of key dates — inspections, contingency deadlines, and your estimated closing date
- We explain what we'll need from you and when
- Sellers: Required disclosure forms (property condition, HOA, etc.) — we'll send clear instructions
- Buyers: We'll let you know what the lender and title company need from you and by when
- All forms are sent electronically — no printing, scanning, or faxing required
- We follow up with reminders so nothing falls through the cracks
- You'll receive updates at every major milestone — inspection cleared, appraisal ordered, loan approved
- We coordinate directly with title, escrow, and the lender so you're not playing phone tag
- If something needs your attention, we'll reach out clearly with what's needed and the deadline
- Your agent remains your primary point of contact for questions about the deal itself
- We'll send you closing appointment details — date, time, location, and what to bring
- We confirm your closing disclosure (CD) has been issued and reviewed with enough time to ask questions
- We coordinate the final walkthrough schedule with all parties
- Any last-minute items are handled proactively — not the morning of closing
- You receive confirmation once the transaction is funded and recorded
- A copy of your closing documents is archived and accessible through your agent
- We confirm with your agent that the file is complete and compliant
Questions during your transaction? Your agent is always your first point of contact for deal strategy and negotiation. For document status, deadline confirmations, or logistics, reach us directly at
hello@margin-co.com.