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services we provide to our agents


● Office File Management
● Obtain & follow up on signatures for disclosures

● Dates & Deadline reminders sent to agent
● E-Calendar & Intro sent to client
● Obtain EM Receipt
● Schedule Inspections - upon request or Agent/Client schedules (we will confirm with listing agent & provide information as approved)
● Intro email to other agent/title/lender
● For Buyers - send contract to lender
● For Sellers - send contract to title & request HOA docs if necessary or assist clients in obtaining required documents
● Send Title Commitment to client using pre-approved email template
● Check on Status of Loan with lender upon request of agent
● Check on Appraisal Status with lender upon request of agent
● Collect Due Diligence Documents - CTM will request from sellers. We do not review the documents.
● Set Closing location/time as directed by agent and send confirmations
● CDA Request prepared and sent to agent’s office
● Obtain closing documents and submit to agent office and file
● Change Status in MLS
● Work with office to ensure file compliance and completeness
● Continuous communication with all parties throughout transaction
● Any follow up requests as directed by agent


● Ordering Signs to be installed and removed
● Preparing Listing Contracts & Disclosures with information provided by agent and public records (all documents sent to agent for review)
● REColorado MLS input (sent to agent for review & approval)
● Showing Time Set Up with information provided by agent
● Schedule any pre-listing services with preferred vendors of agent
● Communicate with sellers throughout pre-listing period and confirm all appointments (at the direction of the agent)

Colorado Transaction Management operates solely as administrative support to real estate agents and their clients. We do not have a brokerage relationship with any client. Colorado Transaction Management does not provide advice and/or perform any licensee activity, including but not limited to any negotiations (which are sole responsibility of agent.); attend closings; conduct showings or walkthroughs; review settlements statements or documents for accuracy, create offers, etc. 

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