YOUR REAL ESTATE PARTNERS, CONTRACT TO CLOSE

LUNA SOL TRANSACTIONS

CONTRACT PREPARATION & COMPLIANCE

We start every transaction by making sure the contract and all documents are in perfect order. From reviewing what’s been submitted to organizing everything within your brokerage systems, we manage your file with care and precision. We open each file promptly, review the fully executed documents, and verify that all forms are properly signed and submitted. We also coordinate with the cooperating agent to confirm deal terms and keep everything aligned across both sides of the transaction.

Our role also includes uploading and organizing required paperwork into your compliance platform and ensuring all necessary disclosures are completed. Intro emails are sent to all key parties—escrow, title, lender, clients—so communication starts early and clearly. This foundation sets the tone for a smooth experience, both for you and your clients.

What’s Included:

  • Open transaction file and review fully executed documents

  • Ensure contracts are signed correctly and meet all brokerage and legal standards

  • Coordinate with cooperating agent to verify terms

  • Upload and organize documents to brokerage compliance systems

  • Manage necessary forms and disclosures

  • Send intro emails to clients, escrow, and lenders

COMMUNICATION AND AGENT SUPPORT

We believe great service starts with great communication. Throughout the transaction, we serve as a liaison between agents, clients, escrow, title, and lenders. Our communication style is professional, prompt, and proactive—we provide regular updates, check in with key parties, and quickly resolve small issues before they become big problems.

We offer weekly (or more frequent) updates to agents and make ourselves available to answer client questions about the transaction process. We’re also here to flag anything you need to know as the agent—potential delays, missing documents, or anything out of the ordinary. Once the transaction closes, we confirm all steps are complete and ensure your clients are left with a smooth, organized experience. Simply put, we’ve got your back every step of the way.

What’s Included:

  • Open transaction file and review fully executed documents

  • Ensure contracts are signed correctly and meet all brokerage and legal standards

  • Coordinate with cooperating agent to verify terms

  • Upload and organize documents to brokerage compliance systems

  • Manage necessary forms and disclosures

  • Send intro emails to clients, escrow, and lenders

TIMELINE AND
MANAGEMENT COORDINATION

Once the contract is in place, we manage every deadline and appointment so you don’t have to. We create a custom transaction timeline for each file and track important milestones such as contingency removals, inspections, appraisals, and closing dates. You’ll never have to worry about missing a date—we send friendly reminders and stay one step ahead on what’s due next.

In addition to managing the timeline, we help coordinate all the moving parts. We’re happy to assist with scheduling inspections, appraisals, or signings when needed. Our goal is to make sure every stakeholder knows what’s expected and when—so your transaction stays on track, and you look like the hero to your clients.

What’s Included:

  • Ongoing communication with buyers, sellers, escrow, lenders, and cooperating agents

  • Weekly (or more frequent) transaction updates

  • Respond to client questions regarding transaction logistics

  • Keep agents informed on progress, next steps, and potential red flags

  • Wrap-up and closing confirmation communication

MARKETING SUPPORT SERVICES

We understand that being an agent means wearing many hats—and marketing shouldn’t be the one that holds you back. Our Marketing Support services are designed to help you stay visible, grow your brand, and connect meaningfully with clients and prospects.

From fresh content ideas to done-for-you templates, we’ll help you show up professionally and consistently without adding to your already full plate. Whether you’re launching a new listing or just need help showing up on social, we’re here to support your growth.

What’s Included:

  • Custom social media content planning and scheduling

  • Branded listing flyers, open house graphics, and email promos

  • Monthly client newsletters and agent announcements

  • Custom Canva templates for consistent branding

  • Branding guidance: colors, fonts, voice, and messaging

  • Landing page updates and website refreshes

  • Client gift ideas and referral nurture strategies