A clear process. A calmer closing.
From the moment your contract is signed, AVER manages the timeline, the paperwork, and the people, so every deadline is met and nothing falls through the cracks.
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Less stress for you.
Submit Your File.
Send us your contract and details securely online through our transaction form.
We Take It From Here.
Your dedicated coordinator manages deadlines, documents, and communication with every party.
Close With Confidence.
We make sure closing goes smoothly and deliver everything you need for a complete file.
What happens behind the scenes.
File opened.
We review your executed agreement, enter all contacts, dates, and documents into our transaction management platform, and set up your office compliance file.
Escrow & introductions.
We coordinate opening escrow, obtain the escrow number, request preliminaries, and introduce our role to every party with a full contract timeline.
Disclosures & documents.
We prepare and route disclosure packages via email or DocuSign, review every document for signatures, initials, and dates, and track their return.
Deadlines & follow-up.
We monitor contingencies and escrow time frames, send reminders before deadlines, and keep everyone updated on status and outstanding items.
Compliance & close.
We confirm escrow has everything it needs, verify your compliance file is complete, and see the transaction through to closing.
What we handle on every file.
When you represent the seller
- Upload the listing agreement and listing documents to the transaction management platform
- Introduce our role to all parties as your transaction coordinator
- Prepare a full disclosure package with all required C.A.R. and broker forms, delivered via email or DocuSign to you and your seller
- When the listing enters escrow: review the purchase agreement, counter offers, and amendments for full execution, dates, initials, signatures, and broker information
- Distribute the executed purchase agreement to all parties
- Coordinate opening escrow, obtain the escrow number, and request preliminaries
- Provide a timeline of all contractual tasks and contingencies to your seller and the cooperating parties
- Monitor contractual timelines and send reminders to the buyer's agent
- Deliver the completed seller disclosure package to the buyer's agent and track its timely return
- Make sure escrow receives the termite report, zone report, home warranty invoices, commission instructions, and other required documents
- Monitor escrow time frames for the earnest money deposit and reports
- Keep in touch with all parties on status and outstanding items
When you represent the buyer
- Review the purchase agreement, counter offers, and amendments for full execution, dates, initials, signatures, and broker information
- Distribute the executed purchase agreement to all parties
- Coordinate opening escrow, obtain the escrow number, and request preliminaries
- Enter all contacts, timeline, and documents into the transaction management platform
- Provide a timeline of all contractual tasks and contingencies to your buyer and the cooperating parties
- Monitor contractual timelines and send reminders
- Deliver the disclosure package to your buyer for review and DocuSign signature, and track its timely return
- Share contractual reports with all parties as applicable
- Order the home warranty
- Make sure escrow receives all required documents
- Monitor escrow time frames for the earnest money deposit and reports
- Keep in touch with all parties on status and outstanding items
You focus on your clients. We focus on the file.
A great transaction is a partnership. Here's what stays in your hands:
- Review the draft escrow instructions and net sheet(s)
- Review the preliminary title report
- Schedule appointments (termite, inspections, repair work) and review reports
- Forward non-contractual reports to your client and cooperating parties as applicable
- Complete and facilitate signatures on contractual documents
- Complete the Agent Visual Inspection
- Negotiate repairs and any contract modifications
- Copy all transaction emails to the platform CC address we provide
Ready to submit? Here's what we'll ask for.
- Your name, email, and phone number
- Transaction type (listing, purchase, new construction, land, commercial, double-ended, lease, referral, or compliance only)
- Property address and occupancy status
- Home warranty and HOA details
- Referral, commission, and split details for the closing statement
- Your executed contract and documents (upload, up to 20MB)
Questions agents ask us.
What does a transaction coordinator do?
A transaction coordinator manages the administrative side of a real estate transaction: documents, disclosures, deadlines, escrow follow-up, and communication with every party. That way you can spend your time with clients instead of paperwork.
When should I bring AVER in?
As soon as your contract is executed, and earlier for listings. We can support you from pre-listing paperwork all the way through closing.
Do you work with buyers, sellers, or both?
Both. We coordinate buyer-side, seller-side, and double-ended transactions, plus leases, land, new construction, commercial listings, and referrals.
Which states do you serve?
We support agents in California, Washington, and Oregon.
Will you communicate with my clients?
Yes. We introduce our role to every party, share the contract timeline, and provide regular status updates to your buyer or seller, so everyone always knows what's next.
Do you negotiate or give legal advice?
No. Negotiation, contract strategy, and client advice stay with you, the agent. We handle the coordination, documentation, and follow-through behind it.
Which systems do you work in?
We work in a transaction management platform, send documents via DocuSign, and upload directly to your office compliance system.
What are your office hours?
Monday through Friday, 8:30 AM to 4:00 PM Pacific. We're closed weekends and federal holidays.
How do I get started?
Submit your file through our secure transaction form, and your coordinator will take it from there. Have a question first? Reach out through our contact page.
Ready to hand off your next file?
Let us handle the paperwork so you can get back to doing what you do best.
Start a Transaction