Evergreen Transaction MGMT Pricing

Become A Client

Welcome to the Evergreen family! We are thrilled to collaborate with you and help streamline your business. To get the ball rolling, please fill out our New Client onboarding form below. 

If you prefer to chat through the details first, you can book a 15-minute discovery call. We can’t wait to start delivering the high-level support you and your clients deserve.

Evergreen Transaction MGMT Pricing

New Client Intake Form

We are thrilled that you’ve chosen Evergreen Transaction Management LLC to support your real estate business. Our goal is simple: to handle the complex paperwork and deadlines so you can focus on what you do best—closing deals and building relationships!

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Note: For security, all usernames/passwords are stored in an encrypted vault program.
Note: For security, all usernames/passwords are stored in an encrypted vault program.
Note: For security, all usernames/passwords are stored in an encrypted vault program.
Note: For security, all usernames/passwords are stored in an encrypted vault program.
Note: For security, all usernames/passwords are stored in an encrypted vault program.
Note: For security, all usernames/passwords are stored in an encrypted vault program.
Note: For security, all usernames/passwords are stored in an encrypted vault program.

Preferred Vendors

We will develop a curated vendor list, custom-branded for your clients during the contract-to-close intake process.  Please provide all contact information that you would like included.

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You've cleared the technical questions!

Now, let’s pivot to a few 'get-to-know-you' questions to wrap things up.

Transaction Management Terms of Service

To initiate services, ALL transactions must be submitted via the official online form at EvergreenTransactionMgmt.com. While our team provides comprehensive support, the Agent retains full responsibility for all negotiations. We operate on a success-based model for standard transactions: if a contract fails to close, no transaction fee is assessed.

For Contract to Close files received by 3pm CST, processing begins the same business day, provided all necessary documentation is included. Please note that Dual Agency pricing applies to any transaction where the agent represents both sides or when the contract has one party unrepresented, including FSBO, as these require two distinct sets of compliance folders.

Listing Management & Fee

Listings should be submitted through the dedicated form on our website by 12pm CST for same-day processing. The fee for pre-listing coordination is paid once the listing moves to Active status in the MLS. Because the administrative work is completed at this stage, the full fee remains due even if the listing is subsequently cancelled.

Fee Structure & Payment Policy

Our pricing is structured to align with your business milestones: Contract to Close is $395, Dual Agency or Unrepresented Side is $599, and Compliance Only is $100—all of which are settled at the time of closing. The Pre-Listing to Listing fee is $125, due upon active status. The A2A Referral Management service is $75 per referral and payment is due upon closing of transaction and/to receipt of referral check. Agents may choose to pay via credit card, ACH, or by directing the title company to pay the invoice at settlement.  Agent will select preferred method of payment each time a file is submitted.

To ensure the continued health of our operations, payments received more than 14 days past the due date will incur a $25 late fee for every 14-day period (capped at $50 per month). Please be aware that new files will not be initiated for accounts with an outstanding past-due balance.

Volume-Based Packages Available

Agent Portal Access

For 24/7 access to your files and real-time status updates, visit EvergreenTransactionMgmt.com and select Agent Portal Login using your registered email address. We recommend bookmarking your dashboard for efficient tracking of your active pipeline.

Confidentiality and Non-Compete

Evergreen Transaction Management LLC is committed to the highest standards of professional integrity. We will not disclose, share, or use any client information for any purpose other than what is outlined in this agreement. Any information learned regarding the business or practices of the Agent is considered strictly confidential; it will not be divulged to any third party and shall not be used for the personal or professional benefit of Evergreen Transaction Management LLC. Furthermore, Agent login credentials will be used exclusively for the tasks outlined in this agreement.

While the owner and certain Transaction Coordinators (TCs) are licensed REALTOR®s, they will not recruit, prospect, or otherwise contact the Agent's clients for any reason outside of necessary communication during a transaction. In turn, the Agent acknowledges that Evergreen Transaction Management’s templates and processes are proprietary and may not be copied, reproduced, or used for any purposes outside of their partnership with Evergreen Transaction Management LLC.

Termination and Governing Law

Either party may terminate this service agreement at any time with written notice. Upon termination, any files currently in "Active" or "Under Contract" status will be completed under the existing terms or settled according to the fee schedule if the agent chooses to move the file elsewhere. This agreement shall be governed by and construed in accordance with the laws of the state in which Evergreen Transaction Management LLC is registered.

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