Transaction ManagementBook a call
Transaction management · Limited Colorado launch

Your transactions handled.
Your relationships kept warm.

Professional transaction coordination, a customized Realvolve CRM, and a past-client follow-up system. We help handle the details—from contract to close and beyond—so you can focus on your clients and your next opportunity.

Schedule a discovery call

For Colorado solo agents. Let’s see if we’re a fit.

$399 per closed transaction + $595 one-time setup.
CRM included. $49 applies in months with no closings.

One connected service.Hands-on coordinationCustomized Realvolve CRMFollow-up beyond closing
Make room for your best work

You’re the agent.
You don’t have to manage every detail alone.

The next deadline.
The next document.
The client you meant to follow up with.

Get transaction work off your plate.

Let professional coordinators track dates, organize documents, schedule appointments, and keep the right people informed.

Start with a system built around your process.

We configure your Realvolve account and tailor proven buyer, seller, and nurture workflows with you. You get guidance putting the system into practice.

Keep the relationship going after closing.

A customized nurture workflow puts follow-up emails, home anniversary reminders, and relationship tasks into a repeatable process.

What’s included

The people. The platform.
The process that connects them.

Transaction support for the work happening now. A relationship system for what comes next.

01 / YOUR TRANSACTIONS

Professional contract-to-close coordination

Hands-on administrative support to help move each transaction forward.

  • Important dates and milestone tracking
  • Buyer, seller, agent, and vendor communication
  • Inspection and appraisal scheduling coordination
  • Transaction document organization
  • Closing preparation and regular updates
02 / YOUR SYSTEM

Realvolve CRM, configured with you

Your contacts, transactions, and workflows organized in one place.

  • CRM access while enrolled
  • Guided onboarding and account configuration
  • A business discovery session
  • Customized seller and buyer transaction workflows
  • Three guided workflow customization sessions
03 / YOUR RELATIONSHIPS

A follow-up system beyond closing

Give your past-client relationships a place in your everyday process.

  • One customized past-client nurture workflow
  • Post-close follow-up emails and tasks
  • Home anniversary reminders
  • Templates tailored to your process
  • A connected path from closing to staying in touch
Built with you. Operated with support. We tailor established Realvolve workflow frameworks to your business, then use your system to coordinate transactions and organize post-close follow-up. SMS is not included.
A guided start

From “I need help”
to a system you can use.

You won’t be left to connect the pieces yourself.

STEP 01

Talk through your business.

On your discovery call, we’ll discuss your transaction volume, current process, and where you need support. We’ll confirm fit and answer your questions before you enroll.

STEP 02

Build your foundation.

After enrollment, we guide your account setup, map your process, and customize your seller, buyer, and nurture workflows through three focused sessions.

STEP 03

Bring us your next transaction.

After your launch review, your coordinators help manage the details through closing. Your nurture workflow gives the relationship a clear next step afterward.

One clear offer

Support through closing.
A system that keeps working afterward.

Pay once to get your foundation in place. Then pay for transaction coordination when a transaction successfully closes.

Our first launch is intentionally small.We’re opening this program to an initial group of 10 Colorado solo agents so each business receives individual discovery and implementation support.
A good fit if…You have an upcoming transaction, want help with the administrative details, and are ready to build a consistent follow-up process.
REALVOLVE TRANSACTION MANAGEMENT
$399/ closed transaction

Transaction coordination fee due only upon successful closing.

+ $595 one-time implementation

Account configuration, guided onboarding, business discovery, two transaction workflows, one nurture workflow, three customization sessions, and launch review.

Realvolve CRM access included

No separate monthly CRM subscription charge while enrolled. A $49 fee applies in any month with no closings. SMS is not included.

Schedule a discovery call

Start with a conversation. No purchase required to book.

Before we talk

A few things
you may be wondering.

Who is this program for?

The initial launch is for Colorado solo real estate agents who want professional transaction coordination and help establishing a consistent CRM and follow-up process. We’ll discuss your upcoming transactions and support needs on the discovery call. Teams are outside the initial launch.

What does the $595 implementation include?

Guided onboarding, account configuration, business discovery, three workflow customization sessions, and a launch review. We tailor one seller transaction workflow, one buyer transaction workflow, and one past-client nurture workflow using established Realvolve frameworks.

Is there a monthly CRM charge?

CRM access is included while you remain enrolled in the Transaction Management program. There is no separate monthly CRM subscription charge. A $49 fee applies in any month with no closings. SMS is not included.

When do I pay the transaction fee?

The $399 transaction coordination fee is due upon successful closing. The separate $595 implementation fee covers getting your account and workflows ready. We’ll walk through billing and service terms before enrollment.

What happens after a transaction closes?

Your customized nurture workflow organizes post-close emails, home anniversary reminders, and relationship tasks. We’ll define the follow-up activities and your role during implementation so you know what the system handles and where your personal attention is needed.

Can I use this if I already have Realvolve?

Yes, we can discuss your current setup and whether the program is a fit. Your account structure, existing subscription, and any migration needs should be reviewed before enrollment.

Do you replace my role as the agent?

You remain the agent and primary relationship owner. Our service supports the administrative coordination of your transactions and helps organize follow-up. We’ll agree on responsibilities, communication, and service scope before work begins.

Let’s talk about your next transaction

More room for your clients.
A clearer path for everything else.

Tell us how you work today. We’ll show you how transaction coordination and a customized Realvolve system could fit your business.

Schedule a discovery call

Initial launch: 10 Colorado solo agents · No purchase required to book