Opervics
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Transaction Coordination

Transaction coordination,
built for contract-to-close.

Real estate transaction coordination — documents, deadlines, vendors, compliance checks and reporting — with specialists trained on your brokerage's process.

Document management Contracts, disclosures, addenda
Deadline tracking Contingencies, disclosures, closings
QA on every file Compliance-checked before close
Overview

What transaction coordination covers

Every deal moving cleanly to close
Documents, deadlines, vendors and compliance under control

Transaction coordination is where deals live or die. Missing a contingency date, a disclosure signature or a lender condition can delay or kill a closing. Agents handling multiple deals can't track every deadline — and mistakes at this stage cost commissions.

Opervics runs transaction coordination as a managed function — document management, deadline tracking, vendor coordination, compliance checks and reporting — with specialists trained on your brokerage's process, forms and compliance requirements.

We work inside your stack — Dotloop, SkySlope, Brokermint, DocuSign, zipForms, Form Simplicity, Google Workspace, CRM and MLS — with role-based access set by you.
What's Included

Inside our transaction coordination engagement

Contract-to-close coordination

Deals tracked from executed contract through closing.

Document management

Contracts, disclosures, addenda, receipts and compliance docs organized.

Deadline tracking

Contingencies, inspection windows, disclosures and closing dates monitored.

Vendor coordination

Lenders, title, inspectors, appraisers, attorneys scheduled and followed up.

Compliance checks

Files checked against brokerage and state requirements before close.

Weekly reports

Active deals, milestone status, deadlines and compliance flags.

Problems We Solve

The transaction coordination problems we run into most

Common Challenges

What teams run into before they switch.

These are the same operational issues we see across clients — and the same ones our process is designed to remove.

01

Missed deadlines

Contingencies, disclosures or lender items slip past — closings delay.

02

Scattered documents

Files spread across email, drives and platforms — mistakes happen.

03

Agents doing admin

Skilled agents buried in paperwork instead of closing new deals.

04

Vendors not followed up

Lenders, title and inspectors not chased — deals stall silently.

05

Compliance risk

Files not audited before close — brokerage risk grows.

06

No reporting on pipeline

Nobody has a clear view of active deals and milestone status.

Security & Compliance

Guarded by design — not bolted on.

Every service inherits the same baseline security posture, then adds service-specific controls on top.

SOC 2-aware controls

Access, change management, monitoring and incident response aligned to SOC 2.

Data handling rules

Client PII, financial and legal document handling defined with your team.

Least-privilege access

Role-based access to TC platforms, MLS and CRM — scoped and audited.

Reporting & audit

Active deals, milestones, deadlines and compliance flags reported weekly.

Frequently Asked

Transaction coordination questions

Contract-to-close coordination, document management, deadline tracking, vendor coordination, compliance checks and reporting.

Dotloop, SkySlope, Brokermint, DocuSign, zipForms, Form Simplicity, plus MLS and your brokerage CRM.

Yes — files are checked against your brokerage and state compliance checklists before closing.

Yes — TC teams scale up and down with your pipeline, including seasonal surges.

Active deals, milestone status, deadlines and compliance flags — reported weekly.

Per transaction, per FTE, or a monthly retainer — agreed upfront.

Ready to fix transaction coordination?

A short conversation is usually enough to scope the pipeline and propose a starting point.

Discuss your TC needs No commitment. No sales pressure.