The Summit Success System

Comprehensive Transaction Coordination Services

At Summit Closing Coordination, every transaction is managed through a structured

five-step process designed to keep agents organized, clients informed, and closings on track.

Summit Start

Contract Review & Client Onboarding

The foundation of every successful transaction begins

a thorough review and organized setup.
The transaction begins with a thorough contract review, organization of important dates and documents, and communication with all parties. Clients are professionally welcomed and given clear expectations so everyone knows what happens next.

Summit Progress

Weekly Updates & Milestone Tracking

Proactive communication keeps everyone

informed and minimizes surprises.
Every important deadline and milestone is proactively tracked, including inspections, financing, appraisal, title, and other contractual requirements. Agents receive consistent status updates while communication with the lender, title company, cooperating agent, and other parties keeps the transaction moving forward.  

Summit Resolve

Proactive Issue Management

When challenges arise, prompt communication and

coordination help keep transactions moving forward.

Potential delays, missing documents, outstanding signatures, amendments, and other transaction concerns are identified and addressed before they become larger problems. The agent is kept informed while communication and follow-up are coordinated with the appropriate parties to help keep the transaction on track.

Summit Close

Closing Coordination & Final Details

Attention to detail ensures a smooth

and professional closing experience.

As closing approaches, final details are carefully coordinated, including the walkthrough, closing appointment, outstanding documents, and communication with the lender and title company. The goal is to ensure everyone is prepared for a smooth transition from pending to successfully closed.

Summit Beyond

Post-Closing Follow-Up & Referral Support

(À la Carte Services. Prices based on volume and timeline of services. Ask for more details.)

Exceptional service continues after closing to help agents build lasting client relationships.

Service continues beyond the closing table with thoughtful follow-up designed to strengthen the agent-client relationship. Review requests, client appreciation, CRM updates, closing gift coordination, and future touchpoint reminders help agents stay connected and encourage repeat and referral business.

Agent Expectations 

Review preliminary title reports. Review escrow Instructions and settlement statements. Negotiate repairs and any changes to the contract. Advise the client of any contingency timeline removals (we will remind all parties of the dates and timeframes in the introductory email). If TC is drafting documents, the agent will review before being sent to client (if applicable). 

Fee Schedule

Contract To Close (Includes Services from Summit Start to Summit Close)

• Listing OR Buyer Side: $495.00
• Dual Transaction: $695.00

***Contract To Close Fee paid at Closing according to TC Support Service Agreement***

Listing Preparation (Coordination)- $150

Includes:

• Creating and pushing the listing live in MLS (Property Description to be provided by the listing agent)
• Coordinating the photographer
• Uploading photos
• Retrieving the signed listing agreement from the seller
• Obtaining seller disclosures from the seller
• Uploading all listing documents to broker compliance

File Audit and Broker Compliance- $200

• Checking that all documents in the file are complete and accurate