Transaction Coordination Services
Bluebonnet Transaction Coordinators of Texas offers transaction coordination services for real estate agents across Texas. We support listings, buyer transactions, compliance, MLS services, and offer writing to help keep every transaction organized from contract to close.
Introduction and communication with all contract parties
Contract and addenda review for completeness
Timeline and deadline management from execution to closing
Coordination of earnest money, option fee, and inspections
Preparation and distribution of amendments as needed
MLS management throughout the transaction
Home warranty and utility coordination
Oversight of repairs and documentation
Appraisal and financing deadline monitoring
File compliance submission and DA
Closing scheduling and settlement statement review
Full contract-to-close coordination with clear communication
Preparation of all listing documents, agreements, and required disclosures
Review of listing paperwork for completeness and accuracy
MLS input and listing setup
Upload and organization of listing documentation/ photos
ShowingTime setup
Ongoing file organization and compliance support
Preparation and organization of buyer rep documents
Obtain required signatures via Docusign
Coordination prior to offer submission or showings
Organization of transaction documents for compliance review
Verification of required TREC and broker documents
Tracking the status of the Disclosure Authorization (DA)
Delivery of the DA to title
Submission for broker or office compliance approval
Preparation of offer based on agent direction
Inclusion of required addenda and disclosures
Review for completeness and accuracy
Coordination to obtain required signatures
Delivery of complete offer package to the cooperating agent
Per offer basis
MLS input based on agent-provided information
Upload of photos, documents, and disclosures
Verification of listing details for accuracy
Coordination of ShowingTime set up
Our Process
Transaction Intake & File Setup
Once a transaction is submitted, we confirm key details, collect the executed contract and addenda, and set up your file in our system. You’ll receive a confirmation so you know we’re officially underway.
Compliance Review
We review all documents for completeness and compliance. We track any missing or outstanding items and ensure the file stays compliant from contract to close.
Commission Disbursement Authorization (CDA)
Prior to closing, we upload the transaction to your brokerage’s compliance system according to their requirements, then request, track, and obtain the Commission Disbursement Authorization (CDA) so commissions are approved and ready for timely disbursement at closing.
Commission Disbursement Authorization (CDA)
Prior to closing, we upload the transaction to your brokerage’s compliance system according to their requirements, then request, track, and obtain the Commission Disbursement Authorization (CDA) so commissions are approved and ready for timely disbursement at closing.
Proactive Follow-Ups
We stay focused on action items and deadlines. We follow up with agents, lenders, title companies, and other parties when something is due, missing, or approaching—keeping the transaction moving without unnecessary noise.
Ongoing Coordination & Issue Resolution
We coordinate with title companies, lenders, agents, and other parties as needed, handling amendments, repair documentation, receipts, HOA documents, and lender or title requests. If an issue arises, we flag it early and help move it toward resolution.
Clear-to-Close Preparation
As closing approaches, we confirm all documents are executed, compliance items are satisfied, and the file is clean and ready—minimizing last-minute surprises.
Closing & File Completion
We confirm closing is complete, deliver final documents, and wrap up the file so everything is organized and ready for your records.