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.
01Get organizedClear files. Clear next steps.
✓ 02Keep things movingDeadlines, details, and follow-through.
✓ 03Make 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 softwareWHAT THAT COULD LOOK LIKE
From “I do this every time”
to “It’s ready when I need it.”
THE DAILY FRICTIONRebuilding the same document package for every new file.
↓
A SIMPLER WORKFLOWA reusable package organized for your transaction type, ready to customize.
A SIMPLE WAY TO START
Clear next steps.
From the beginning.
01Tell us what you need
Share the file, project, or process you’d like help with. We’ll identify the right kind of support.
02Get a clear scope
We’ll outline the work, confirm pricing, and collect the information needed to get started.
03Move forward with confidence
Get organized support, clear communication, and a useful handoff for your next steps.
EXPERIENCE MEETS A FRESH PERSPECTIVEMEET 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.