OUR SERVICES
Support for the business behind the transaction.
Real estate professionals do far more than sell homes. Behind every client, listing, and closing is an operation that has to keep moving. Close Theory provides strategic transaction, listing, marketing, and administrative support designed to bring greater structure to the business behind your business-so you can spend more time serving clients, building relationships, and growing.
Transaction Coordination
Contract to close coordination that keeps deadlines, documents, communication, and transaction details organized.
Listing Management
Behind-the-scenes support that helps move your signed listing from paperwork to market ready.
Marketing Support
Professional marketing execution that helps keep your listings and real estate business visible.
Administrative Support
Flexible operational support that creates organization and gives you more time for clients and revenue-producing activities.
Transaction Coordination
From contract to close, we keep the details moving.
Once a file is under contract, we provide organized detail-driven transaction coordination designed to keep documents, deadlines, communication, and administrative requirements on track through closing.
We work behind the scenes alongside the agent and transaction parties to create an organized closing experience-giving agents greater visibility into their transactions and more time to focus on their clients and business.
CLOSE THEORY TRANSACTION COORDINATION PACKAGE:
INTAKE TASKS
Review the contract for completeness and pursue necessary parties for outstanding initials, signatures and dates.
Send agent an email outlining important dates and contact all parties involved in the transaction including the lender, title company, client and co-op agent; introduce myself and request that all paperwork and communications related to the transaction flow through me.
Add all dates to your digital calendar.
Establish file in your Broker system of record, upload documents and contact information.
CONTRACT MANAGEMENT
Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Docs.
Weekly lender check in and more frequently when necessary.
Coordinate inspections with you, the inspector, the Buyer and the co-op.
On-going system of record maintenance as documents are submitted, changes are made via amendment, and we work through the transaction process.
For Buyers: Collect 2nd Deposit check from Buyer and forward to listing agent.
For Sellers: order payoffs and tax, water & sewer certs.
Send detailed email requesting home warranty selection and follow up until selection is made.
PRE-CLOSING
Provide clients with reminders to connect or disconnect all necessary utilities and to secure homeowner’s insurance.
Verify loan commitment with client’s lender, provide copies and notify you of any problems in underwriting.
Order and review the title report. Notify you of any issues and help to resolve.
Schedule final walkthrough and closing with your clients, the title company and you.
POST CLOSING
Obtain final signed closing disclosures and upload to your system of record.
Provide a congratulatory letter to your buyer(s) or a thank you letter to your seller(s) prompting them to leave a review for you with clickable links.
Design Just Sold postcards and send out to the demographic of your choice (postage paid separately).
Add client to your contact database with new address and email to be added to your past client drip campaign.
Listing Management
From signed listing agreement to market-ready property, we manage the behind-the-scenes details that keep your listing launch organized, polished, and moving forward.
CLOSE THEORY LISTING MANAGEMENT PACKAGE:
BACK OFFICE SUPPORT
Enter listing into your Broker System of Record.
Enter listing into MLS.
Order property photography using your preferred vendor.
Coordinate virtual tour appointment if service is separate from the photography session.
Professional Copy for MLS & Advertising.
MARKETING SUPPORT
Create a full property brochure, branded with your logo and agent information, one-time fee of $50.
Create one page flyer also branded with your logo and agent information.
Post to agent's social media platforms with branded custom images.
Verify the listing on Zillow.
Enhance the listing on Realtor.com.
Add/Update property on agent's website.
Design Just Listed Postcards (postage & printing fee separate).
CLIENT SUPPORT
Send Welcome/Intro Letter to Seller.
Act as an administrative point of contact listing related coordination and status updates.
Obtain/Request utility averages from the client.
Marketing Support
Stay visible without adding another task to your list.
Consistent marketing helps keep your business in front of current, past, and prospective clients-but creating materials, updating platforms, and maintaining that presence takes time.
We provide hands-on marketing support that helps agents turn their ideas into polished, professional collateral while maintaining a consistent presence across the platforms that support your business.
Marketing Collateral
Buyer/seller consultation materials.
Property brochures.
Listing/open-house flyers.
Listing presentations.
Postcards.
Digital Presence
Social media content support.
Website updates.
Blog content.
Property/video coordination.
Client Engagement
Newsletters.
Testimonial collection.
Past-client touchpoints.
Recurring campaigns.
Administrative Support
Your business needs more than more hours. It needs the right support behind them.
Close Theory provides flexible administrative and operational support designed to help real estate professionals reduce administrative overload, strengthen day-to-day organization, and protect more of their time for clients, relationships, and revenue-producing activities.
From calendar management and database maintenance to client appreciation and business logistics, we step into the details that keep your business moving.
Business Operations
Calendar management.
Appointment coordination.
CRM/database maintenance.
Travel coordination.
Client Relationship Support
Client gifts.
Greeting cards.
Milestone touchpoints.
Testimonial follow-up.
Projects + Events
Client appreciation events.
Vendor coordination.
Special projects.
Recurring administrative support.
Let's Build A Better Way to Close.
Whether you need transaction coordinating, listing support, marketing assistance, or ongoing administrative support, let's discuss where we can create more structure, capacity, and ease in your business.
©2026 by Close Theory Transaction Management, LLC.
Proudly created by REVA Nation.