Stay focused on your clients—I’ll handle the details behind the scenes
A smooth transaction doesn’t happen by chance—it comes from organization, clear communication, and consistent follow-through.
I provide transaction coordination, listing management, and behind-the-scenes support for agents across North Carolina. From preparing listings to managing contracts through closing, everything is handled with care so you can stay present where it matters most.
A smooth transaction doesn’t happen by chance—it comes from organization, clear communication, and consistent follow-through.
I provide transaction coordination, listing management, and behind-the-scenes support for agents across North Carolina. From preparing listings to managing contracts through closing, everything is handled with care so you can stay present where it matters most.
Before you start scrolling—what is a transaction coordinator?
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Contract-to-Close Support
Once your file is under contract, I step in to manage the process from start to finish.
A single transaction can involve 75+ tasks and 15–20 hours of management—I take care of that for you so nothing gets missed.
What I Handle:
Every file is handled with a steady, organized approach to keep things moving smoothly.
A single transaction can involve 75+ tasks and 15–20 hours of management—I take care of that for you so nothing gets missed.
What I Handle:
- Contract-to-close coordination
- Timeline and deadline tracking
- Communication with attorneys, lenders, and agents
- Compliance and document management
- Scheduling inspections and key milestones
- Monitoring contingencies and important dates
- Status updates to keep everyone aligned
Every file is handled with a steady, organized approach to keep things moving smoothly.
LISTING MANAGEMENT
Preparing Your Listings with Care
Before a home even hits the market, there are many moving pieces. I help ensure everything is ready, accurate, and presented professionally from the start.
What I Handle:
Before a home even hits the market, there are many moving pieces. I help ensure everything is ready, accurate, and presented professionally from the start.
What I Handle:
- Gathering listing documents and required disclosures
- MLS entry with detailed property information
- Uploading documents for compliance and brokerage systems
- Coordinating photos, access, and scheduling
- Setting up showing instructions and lockbox details
- Ongoing MLS updates (price changes, status updates, open houses, closing out listing)
A LA CARTE SUPPORT
Additional Behind-the-Scenes Help
Support doesn’t always fit into one box. I also offer flexible services to help you stay organized and consistent in your business.
Available Support Includes:
Support doesn’t always fit into one box. I also offer flexible services to help you stay organized and consistent in your business.
Available Support Includes:
- CRM and database management
- Contact organization and tagging
- Automated emails (birthdays, home anniversaries, holidays)
- Social media content and graphics
- Website updates and page edits
- Linking contacts to transactions and systems
HOW IT WORKS
1. Send Over Your File or Listing
Loop me in when you're ready—whether it’s a new listing or a contract.
2. I Step In and Manage the Details
From preparation to closing, everything stays organized and on track.
3. You Focus on Your Clients
With the backend handled, you’re free to focus on relationships and growing your business.
WHY AGENTS WORK WITH ME
1. Send Over Your File or Listing
Loop me in when you're ready—whether it’s a new listing or a contract.
2. I Step In and Manage the Details
From preparation to closing, everything stays organized and on track.
3. You Focus on Your Clients
With the backend handled, you’re free to focus on relationships and growing your business.
WHY AGENTS WORK WITH ME
- Organized and detail-focused
- Clear, consistent communication
- Familiar with North Carolina contracts and MLS processes
- Experience with transaction platforms and workflows
- Calm, steady support behind the scenes
A Few Kind Words From My Colleagues & Clients….
A Few Kind Words From My Colleagues & Clients….
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Patty is awesome. Her broad knowledge and incredible enthusiasm makes working with her a dream come true. She’s made huge improvements in the foundation of my business.
Laurie J. |
Patty always does an excellent job! She is very talented and up on all of the latest technology that will enhance your business. Patty is very professional, reliable and so easy to work with. I highly recommend her!
Donna C. |
We LOVE Patty. A true professional and so knowledgeable. Appreciate your patience direction. Thank you Patty !
Chris G. |
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Patty is a true professional. She helped me so much to bring my business to another level! Fred D.
Patty is a super tech professional, and is especially patient with novices like me. In a flash, she helps get your online world tilting in the positive direction it needs to attract attention. Thanks a gigabyte, Patty! Barb R.
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Patty Lisa is extremely knowledgeable especially as our companies tech person to go to. I would not have survived had it not been for everything she has and continues to teach us. When ever I am stuck I know I can reach out to her for her assistance which is a lot! She also has a great personality and is so open and friendly. Love working with her!!!!!!!!!
Beverley G. |
