Essential Service
Perfect for experienced agents who need compliance support and timeline accountability. The fee for this service is $300 if paid at closing or $250 if paid up front.
Payment Disclaimer: When selecting the “pay at close” option, no fee will be collected if the transaction fails to close. However, for agents who choose to pay up front and receive the discounted rate, that payment is non-refundable—even in the event of a terminated transaction. The upfront discount reflects a transfer of risk from The Lock Box Advantage to the agent.
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Included Services:
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Comprehensive contract review
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Seamless signature coordination via your preferred e-signature platform
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Full broker file management and timely submission
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Agent-facing transaction timeline landing page
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Active deadline monitoring to ensure nothing falls through the cracks
Frequently Asked Questions
1. What’s included in each Service Package?
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Essential Service
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Comprehensive contract review
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Seamless signature coordination via your preferred e-signature platform
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Full broker file management and timely submission
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Agent-facing transaction timeline landing page
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Active deadline monitoring
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Signature Service (everything in Essential, plus…)
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Custom client-facing timeline landing page with resources
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Weekly client recap & forecast emails
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Scheduling of final walk-through
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Collection of birthdays, anniversaries & key dates
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Concierge Service (everything in Signature, plus…)
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Vendor coordination for listing prep (photos, video, cleaning, staging)
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Custom design of property flyers, bi-fold brochures, Coming Soon & Just Sold postcards
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Professional print fulfillment & delivery (billed to card on file)
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MLS listing entry (agent supplies details)
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HOA document ordering (at agent’s or seller’s expense)
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Coordination of in-escrow repairs per contract
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Branded closing-gift facilitation (billed to card on file)
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Proactive client review-request outreach
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2. How quickly will you acknowledge my file?
We’ll confirm receipt of your contract and submission materials within 1 business day. Service begins immediately, and you’ll receive a Folio timeline plus a supplemental Google Sheets checklist outlining all deliverables.
3. What if the transaction doesn’t close?
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Pay-at-Close Option: No fee is due if the deal falls through.
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Up-Front Option: All prepayments are non-refundable; no additional charges will be applied.
4. How will I communicate with my Transaction Coordinator?
Your TC will keep you updated primarily via email, with scheduled phone calls as needed to discuss complex file details.
5. Where do you offer services?
We’re based in Virginia but proudly serve real estate transactions across the United States excluding Arizona and California. Some, but not all of our transaction coordinators hold real estate licenses. Please let us know if your brokerage or state requires you to use a licensed TC.
6. What if my up-front payment fails?
You’ll have 3 business days to resubmit payment after notification. If payment isn’t completed, your file will automatically convert to the Pay-at-Close option, and the service fee will adjust accordingly.
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7. Can I upgrade my package mid-transaction?
Yes! You may upgrade at any time. From the moment of upgrade onward, all timeline-appropriate services will apply. The fee difference is due in full upon upgrade request.
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Up-Front Upgrades: You’ll receive a payment link and have 3 business days to pay.
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Late or Missed Up-Front Payment: Your file will revert to Pay-at-Close pricing.
Still have questions?
Contact us at transactions@lockboxadvantage.com or send us a message here and we’ll be happy to help!