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Transaction Coordination

Light Transaction Coordination

  • Distribute the fully executed contract to all parties involved.

  • Send next steps email to buyer or seller outlining the contract to close the process

  • Track EMD (Earnest Money Deposit), appraisal, and mortgage commitment

  • Track and provide title updates to the agent

  • Prepare and disburse documents for execution as needed

  • Compliance Coordination

  • Send review request to client

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Premium Transaction Coordination

  • Ensure all documents are correctly signed.

  • Distribute the fully executed contract to all parties involved.

  • Send next steps email to buyer or seller outlining the contract to close the process

  • Facilitate communication with the attorney/lender.

  • Monitor EMD (Earnest Money Deposit) delivery.

  • Track appraisal and mortgage commitment, if applicable.

  • Prepare and distribute documents for execution as necessary.

  • Track title updates and share with the agent.

  • Provide clients with regular transaction updates and follow-ups on a weekly basis.

  • Coordinate the final walk-through.

  • Manage compliance coordination.

  • Send closing emails.

  • Send review request to client

  • Update client contact information and home anniversary in the CRM.

  • Add to post closing drip campaign

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Jason, NY

“As a broker with over 10 years in the business, I can confidently say Elevate Your Growth Co. is the best real estate support company out there. Chelsea and her team are clear communicators, incredibly organized, and loved by everyone they work with—from clients to attorneys. They've taken so much off my plate and streamlined our systems so I can focus on growing my business. If you're an agent, broker, or investor looking for top-tier transaction coordination and support, look no further. Highly recommend!"

Dayton, NY

"Chelsea Haupt is a pro at transaction management—organized, proactive, and always on top of every detail. She keeps deals running smoothly from start to finish, making the process stress-free for agents and clients alike. Working with her brings peace of mind and consistently great results."

Interested in Getting Started?

Which service are you interested in?

Contact Us

Tel: 518-944-9786
Email: chelsea@elevateyourgrowthco.com

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