Preclose’s tech-enabled Transaction Coordination Service liberates Agents from administrative tasks during the contract-to-close process.

How is Preclose different?


Our Transaction Coordinators are experts in the markets they serve, and they are members of our team located in Charleston, SC underneath the same roof as the rest of us Preclosers.


You will have a dedicated Transaction Coordinator that will be your point-of-contact and serve as an extension of your Team and utilize your brand and communication style for consistency.


Our service is offered on a per transaction basis, so you pay for what you use and we can help you scale up as your business grows without any commitments.


You will have access to the Preclose software when you use our TC Service, because that’s what our Transaction Coordinators use to manage your transactions. It’s awesome, because it gives you visibility into what’s happening every step of the way.

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How You Save 10+ Hours per Transaction


Contract Review

  • Review of all deadlines and timelines
  • Delivery of executed contract to all applicable parties
  • Confirmation of Escrow deposit

Inspection Process Scheduling

  • Tracking and verification of repairs and collection of receipts
  • Automated email and reminders for scheduled inspections to all selected parties

HOA Communication

  • Research and confirmation of transfer fees with management company
  • Confirmation of buyer application and interview
  • Distribution of restrictions and bylaws electronically to buyers

Financing Follow-Up

  • Confirmation of mortgage application with loan officer
  • Monitor underwriting process, including loan commitment and clear-to-close
  • Track ordering of appraisal and appraisal results

Title Management

  • Facilitate title commitment
  • Order new survey and elevation certificates (if necessary)
  • Acquire existing survey and title policy (if valid)
  • Confirm the home warranty elections have been acted on

Insurance Process Verification

  • Ensure all insurance-related tasks are completed
  • Send documents and invoices to title company and lender (if necessary)

Closing Coordination

  • Convey all final closing instructions to buyer and seller
  • Ensure all parties agree with final closing disclosures
  • Coordinate the closing time and location with all parties
  • Track delivery of lender’s closing document to the title company (if applicable)

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