TRANSACTION MANAGEMENT DISCOVERY CALL
Let’s talk about your next transaction.
Get help with the details from contract to close—and a system for staying in touch afterward. Tell us how you work today, and we’ll explore whether Realvolve Transaction Management is a fit.
A call about the support you need.
Contract-to-close coordination.
Talk through deadline tracking, document organization, scheduling, and transaction updates.
A system built around your process.
Explore a configured Realvolve CRM and customized buyer, seller, and past-client workflows.
Follow-up beyond closing.
Discuss how post-close emails, home anniversaries, and relationship tasks fit into your business.
For Colorado solo agents. We’ll confirm fit, service scope, and responsibilities before enrollment.
START WITH A CONVERSATION
Schedule your discovery call.
Choose an available time to discuss your transactions and support needs.
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Open the booking calendar →WHAT WE’LL COVER
Your transactions. Your process. A clear next step.
Talk through your transaction workload.
Share your volume, current process, and where deadlines, documents, or communication need more support.
See how the service could fit.
Discuss contract-to-close coordination, a configured Realvolve CRM, and follow-up beyond closing.
Confirm fit before getting started.
Review pricing, responsibilities, onboarding, and what implementation would involve.
BEFORE YOU BOOK
A few common questions.
Bring your questions. We’ll talk through them on the discovery call.
Who is this discovery call for?
Colorado solo real estate agents who want help with transaction coordination and a consistent CRM and follow-up process. Teams are outside the initial launch.
What should I bring to the call?
An upcoming transaction or a part of your process you’d like help with. Bring questions about your current tools and follow-up. You don’t need a finished plan.
What does the program cost?
The service is $399 per successfully closed transaction, plus $595 for one-time implementation. CRM access is included while enrolled; a $49 fee applies in months with no closings. SMS is not included. We’ll review billing and service terms before enrollment.
Does this include Realvolve CRM?
Yes. CRM access is included while you’re enrolled, along with guided setup and customized transaction and past-client workflows. Existing Realvolve users can discuss how the service would fit their current setup.
See transaction management details →