REAL SIMPLETRANSACTIONS

REAL ESTATE SUPPORT, SIMPLIFIED

Transaction coordination.
Smarter systems.
For real estate agents.

From your next closing to the way you run your business, get thoughtful support that keeps the details moving—and gives you room to focus on your clients.

Personal support. Practical solutions.
A LITTLE ORDER. A LOT MORE BREATHING ROOM.
✓YOUR BUSINESS, IN SYNCFrom first steps to next chapters.
01
Get organizedClear files. Clear next steps.
✓
02
Keep things movingDeadlines, details, and follow-through.
✓
03
Make it repeatableWorkflows that work for you.
✓
↗
Less busywork.More possibility.
REAL ESTATE EXPERIENCE SINCE 2001TRANSACTION COORDINATION SINCE 2015BUILT AROUND YOUR WORKFLOW

HOW WE CAN HELP

Support for your files.
Systems for your business.

Choose help with a single file, a listing launch, or the systems behind your business. Start with what will make the biggest difference.

Transaction & Marketing Support

01 / TRANSACTIONS↗

Contract to Close

A steady hand for the paperwork, deadlines, and communication between an executed contract and closing day.

Explore the service +
  • Transaction file setup and milestone tracking
  • Signature and document coordination
  • Follow-up with title, lenders, and involved parties
  • Broker-required file organization and closing preparation
Ask about transaction support
02 / LISTINGS⌂

Listing Management

Bring order to the steps before your listing goes live, with organized documents and a smoother launch process.

Explore the service +
  • Listing paperwork and signature coordination
  • MLS preparation for agent review and approval
  • Coordination of listing information and launch tasks
  • File organization and listing updates
Ask about listing support
03 / VISIBILITY✦

Marketing Services

Polished, consistent materials that reflect your brand and help you share your listings and business with confidence.

Explore the service +
  • Property descriptions and listing copy
  • Property flyers and branded marketing materials
  • Just listed, under contract, and just sold graphics
  • Email templates and newsletter content
Tell us what you’re creating

Software & Systems Projects

04 / BUSINESS AUTOMATION⇄

Software Setup &
Workflow Optimization

Get more value from the software you already use. Turn underutilized features into practical tools that reduce repetitive work.

Explore the service +
  • Reusable templates and document packages
  • Checklists, task plans, and available reminders
  • Folder organization and reusable field setup
  • Repeatable intake and transaction workflows
  • A walkthrough of your completed setup

Setup options depend on your platform, subscription, and account permissions.

See how software support works
05 / CLARITY◎

Systems
Evaluation

Find the friction in your current process and get a practical plan to simplify the way you work.

Explore the service +
  • Review of your tools and day-to-day workflow
  • Identification of duplicate work and process gaps
  • Opportunities to use overlooked software features
  • Prioritized recommendations and next steps

Evaluation provides recommendations. Implementation can be scoped as a separate project.

Request a systems review

YOU ALREADY HAVE THE TOOLS

Let’s make them
work harder for you.

Paying for software is one thing. Having it set up to support the way you actually work is another.

We help organize and configure your existing platform so useful features become part of your daily routine.

DotloopappFilesTransactionDesk

Independent setup support. Available features vary by account and plan.

Tell us about your software

WHAT THAT COULD LOOK LIKE

From “I do this every time”
to “It’s ready when I need it.”

THE DAILY FRICTION

Rebuilding the same document package for every new file.

↓
A SIMPLER WORKFLOW

A reusable package organized for your transaction type, ready to customize.

A SIMPLE WAY TO START

Clear next steps.
From the beginning.

01

Tell us what you need

Share the file, project, or process you’d like help with. We’ll identify the right kind of support.

02

Get a clear scope

We’ll outline the work, confirm pricing, and collect the information needed to get started.

03

Move forward with confidence

Get organized support, clear communication, and a useful handoff for your next steps.

Sherri Green, founder of Real Simple TransactionsEXPERIENCE MEETS A FRESH PERSPECTIVE

MEET THE PERSON BEHIND THE PROCESS

Hi, I’m Sherri.

I know how much happens behind every successful closing—and how much of it lands on your desk.

My real estate experience began in 2001, and I’ve worked full-time in transaction coordination since 2015. Real Simple Transactions brings that experience together with a practical approach to organization, technology, and communication.

Whether you need help moving a file toward closing or making your software easier to use, my goal is simple: make the details more manageable and give you more time for the work you love.

Let’s simplify your next step

FROM CLIENTS & PARTNERS

“When Sherri is the Transaction Coordinator, you are in good hands!!!”

Robin Colvin Platinum Title Insurers

A FEW HELPFUL ANSWERS

Good questions.
Simple answers.

Have something else in mind?
Send us a note

Can I hire you for a single service?+

Yes. Tell us whether you need transaction support, listing help, marketing materials, or a systems project. We’ll confirm the scope and pricing before work begins.

What’s the difference between evaluation and setup?+

Systems Evaluation reviews your current tools and processes and provides prioritized recommendations. Software Setup & Workflow Optimization puts agreed improvements into practice. You can begin with either, depending on how clear your needs are.

Do I need to switch software?+

The starting point is the software you already use. We’ll look at your platform, plan, and permissions to see what can be improved with your existing tools.

How much do services cost?+

Contract-to-close support is scoped per transaction. Listing and marketing work is scoped by the service requested; software setup and systems evaluations are scoped as projects. Contact us for current rates and availability. We’ll confirm the scope and fee before starting.

What are your business hours?+

Monday through Friday, 9:00 AM–4:00 PM Eastern Time. Please discuss time-sensitive or after-hours requests in advance.

YOUR NEXT STEP, MADE SIMPLE

What would you like
to take off your plate?

Let’s find the support that fits your business.

NEW CLIENTS

Start with your business.

Share your information so we can learn how to support your transactions and workflow.

Become a client
EXISTING CLIENTS

Ready for the next file?

Use the file submission form to send your next transaction or listing request.

Submit a file
PROJECT INQUIRIES

Let’s talk tools & ideas.

Tell us about your software setup, systems review, or marketing project.

Email your project
hello@realsimpletransactions.com772-919-7376Monday–Friday · 9 AM–4 PM ET
REAL SIMPLE TRANSACTIONS

Complete each step, review your information, then submit it to Real Simple Transactions.