Transaction Coordination

No! You still have a very important role to play in each of your transactions.  A transaction coordinator is hired to manage the administrative and compliance side of a transaction, but does not replace the role, responsibilities, or fiduciary duties of the licensed agent nor do they act for the agent in any capacity other than in relation to specific transactions they’ve been hired to manage. The TC’s role is limited to tracking deadlines and required documentation on a specific transaction, helping to facilitate the information flow between parties on a specific transaction, and ensuring the file stays compliant and organized. AgentUp TC’s cannot act as the primary point of contact in place of the agent on a transaction, provide legal, contractual, or strategic advice to your clients, interpret contracts or explain terms to clients, make decisions on behalf of the agent or client, nor assume fiduciary responsibility for the transaction. You will still have to communicate directly with your clients, guide clients through contracts, disclosures, and next steps, lead negotiations and decision-making, address client questions and concerns as they arise and provide representation and fiduciary oversight to your clients.

The short answer is no. AgentUp TC’s cannot serve as your personal assistant or subagent on a transaction. AgentUp TCs are hired to manage the administrative and compliance side of specific transactions and cannot work for you outside the bounds of those specific parameters.

We collect a $99 setup fee up front. This covers account setup and ensures we have a valid payment method on file. After your transaction closes, we auto-bill your card/bank (usually the next Monday after a successful closing), and we credit the $99 toward your first completed order.

AgentUp follows a comprehensive closing checklist that varies depending on if you are representing a buyer or seller as well as if your transaction is located in a title or attorney closing state. In every case our transaction coordination service includes communication with all parties involved, collecting signatures on all documents, tracking all essential deadlines, updating your buyer/seller throughout the transaction process, and ensuring your deal gets to the closing table, backed by our no close, no pay guarantee.

As a TC service serving many different clients, it's important for us to follow a straight forward and standardized process on every order in order to ensure accuracy and that we don't miss anything important. That said, if your brokerage has special requirements for compliance, we will do our best to help you with those!

View our transaction coordination pricing instantly by filling out the form above.

AgentUp currently provides TC services in 5 states: Florida, Virginia, Maryland, Michigan, and Washington as well as in the Washington DC metro area but is adding new states all the time, so please reach out if you want your state to be next on our list.

Before your very first transaction, AgentUp requires you a $99 deposit so we have a payment method on file. For every subsequent order, AgentUp will auto-bill this payment method upon your transaction closing.  If for any reason your transaction does not close, AgentUp will not bill you for that transaction.