At BloomRoom, we handle the details so you can focus on your clients. Our full-service transaction coordination includes:

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Contract Review & Compliance

• Review executed contracts and addenda for accuracy, completion, and compliance

• Ensure all required documents are signed and distributed to the appropriate parties

• Communication & Coordination

• Introduce all professional and client parties at the start of the transaction

• Coordinate earnest and option money delivery to the title company

• Send an overview of important contract dates and deadlines to clients

• Create and share calendar invites for key deadlines (Google Calendar compatible)

• Provide weekly updates to agents and professionals to ensure smooth progress

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Deadline & Task Management

• Schedule inspections upon request and notify all parties

• Send reminders for upcoming deadlines

• Coordinate ordering and scheduling of surveys, if needed

• Facilitate drafting of amendments (agent to confirm terms and handle negotiations)

• Send “next steps” update to clients once the option period ends

• Verify the appraisal has been ordered and provide due date updates

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Contingency & Compliance Follow-up

• Monitor and follow up on contingencies (e.g., HOA documents, financing, leasebacks)

• Confirm delivery and client receipt of the title commitment; advise client to review

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Client Resources & Support

• Provide utility setup information

• Share home warranty options and coordinate ordering through title if requested

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Closing Preparation & Wrap-up

• Schedule closing and final walk-throughs

• Send detailed closing prep instructions to clients (what to bring, key exchange, etc.)

• Remind agent about closing gift (optional but thoughtful!)

• Review the closing statement for accuracy

• Process and confirm Delivery Authorization (DA) as per brokerage guidelines

• Ensure DA and wiring instructions are sent to title​​​