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Transaction Management Done Right!

​Call on the Bertrand Realty Transaction Coordination Team when you need a transaction coordinator who gets the job done right.

At Bertrand Realty, we have established a separate transaction management division specifically for the purpose of assigning responsible transaction coordinators to agents and brokers in the real estate industry. As a transaction coordination entity, we are solely devoted to processing real estate transactions under contract.

Close your transactions successfully with our Transaction Coordination (TC) services.

When you contact Bertrand Realty to request transaction coordination services, your transaction will be assigned to a responsible and highly competent transaction coordinator who is a member of our prestigious team.
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Because your transaction coordinator is overseen by a California real estate broker with 31 years of experience in the real estate industry, you can hire Bertrand Realty with the assurance that your transaction will be handled with the utmost professionalism and care. 
We only serve clients who need service from the time the contract is executed to the close of escrow. We use your preferred Transaction Management Tool.

Our List of TC Services
  • Oversee all aspects of buyer and seller transactions from the executed purchase agreement to closing.
  • Add all involved parties into the transaction management tool.
  • Customize a closing checklist that works with your needs and budget.
  • Stay in close contact with everyone involved in the transaction. Regularly update and maintain communication with clients, agents, title officer, lender, etc.
  • Schedule inspections and repairs, oversee financing, order the appraisal, schedule the final walk-through and more
  • Ensure that each step is completed on time.
  • Keep you informed of the transaction’s progress.
  • Inform you of any issues that may arise.
  • Submit all necessary documentation to office broker for file compliance.
  • Coordinate moving/possession schedules.
  • Schedule and coordinate closing process.
Our TC Fee
Our transaction management contract is simple and complete, covering expectations so that we can relax and take care of business. We encourage clients to pay for our services out of escrow so that when escrow closes, it closes with all parties and services completed.

We have one fee: $350 per closed transaction.
If the transaction does not close, a maximum fee of $100 is charged for time spent on the file (see contract agreement for specific details).

Our TC Agreement
  • We will provide an independent consulting agreement ensuring and documenting that we are not your employees.
  • We will include a confidentiality and non-disclosure agreement which stipulates that the information that has been revealed by you to us is confidential.
  • Fees will be agreed upon and outlined.
  • Billing cycles and processes will be addressed

Our TC Invoicing System
For fees not paid at the close of escrow, monthly Invoices will be sent via email.
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Marlene Bertrand, GRI, SFR, ePRO and Broker
DRE License #01056418 since 1989​