Aligned Transaction Management
Ensuring your files are complete, accurate, and brokerage ready.
📌 Service Overview
File auditing and brokerage compliance services are designed for agents who want peace of mind knowing their transaction files meet brokerage standards and state requirements.
Aligned Transaction Management reviews your file for completeness, accuracy, and missing documentation — helping you avoid delays, compliance issues, and unnecessary broker corrections.
This service is ideal for:
- Busy agents
- New agents
- Agents preparing files for broker review
- Agents needing compliance support without full transaction coordination
✅ What’s Included
Our File Auditing & Brokerage Compliance service may include:
- Review of executed contract and addenda
- Verification of signatures, initials, and dates
- Confirmation of required disclosures
- Audit of compliance documents per brokerage standards
- Review of timelines and key contract dates
- Identification of missing or incomplete documents
- Written summary of required corrections or missing items
📌 This service is administrative only and does not replace broker compliance review.
🧾 How the Process Works
- Agent submits the File Auditing request
- Required documents are uploaded securely
- File is reviewed for completeness and accuracy
- Agent receives a summary of findings and next steps
Turnaround time is communicated at the time of submission.
⚠️ Important Disclosures
- Aligned Transaction Management does not provide legal advice
- Final compliance approval remains the responsibility of the broker
- This service does not include ongoing transaction management unless separately contracted
- Corrections must be completed by the agent or broker
💼 Pricing
Pricing varies based on:
- File complexity
- Number of documents
- Brokerage requirements
👉 Please submit a request to receive a quote.
🔐 Secure File Submission
Secure sign-in is required to upload documents.
File uploads are handled through a secure Google Form to protect confidential information.
New Listing File Setup & Listing Coordination
Fee: $200 flat fee
🧾 New Listing File Setup & Listing Coordination is designed for agents who want their listing launched correctly, efficiently, and in full compliance from day one.
Aligned Transaction Management handles the administrative setup, documentation, coordination, and MLS preparation so you can focus on pricing, marketing, and selling the property.
✅ WHAT’S INCLUDED (CLEAN & PROFESSIONAL)
Here is your list organized, de-duplicated, and polished (I removed the repeated “Order for sale sign” and tightened wording):
🔹 Listing File Setup & Documentation
- Complete listing file creation in agent’s preferred software
- Add seller/client to agent’s CRM database
- Prepare listing documents and required disclosures
- Send listing documents to seller for signatures
- Order preliminary title
- Add all listing documents and disclosures to broker’s online compliance system
🔹 MLS & Marketing Coordination
- Input listing into the MLS (incomplete status)
- Assign lockbox to MLS listing
- Order for sale sign
- Upload required documents to MLS (legal description, disclosures, inspections, etc.)
- Have listing agent review, edit, and approve MLS details before going live
- Publish MLS listing upon agent approval
- Email seller a copy of the live MLS listing
🔹 Vendor Coordination
- Request seller to provide house keys for lockbox
- Schedule stager consultation (if applicable)
- Schedule photographer after staging is completed
⏱️ TURNAROUND TIME
- Timeline varies based on seller responsiveness and vendor availability
- Agent will be notified once listing is ready for MLS activation
⚠️ IMPORTANT DISCLOSURES
- This service is administrative only
- Listing pricing, remarks, and marketing decisions remain the responsibility of the agent
- Broker approval is required prior to MLS activation
💲 PRICING (CLEAR & SIMPLE)
New Listing File Setup & Listing Coordination
$200 flat fee
📌 Additional services or revisions outside the scope of this setup may incur additional fees.
🔐 SECURE DOCUMENT SUBMISSION
Secure sign-in is required to upload documents.