The Leverage You Deserve.
The Systems You Need.
You’re a high-performing REALTOR® who understands that growth requires leverage. But you don’t just need someone to “push paper”—you need a partner who masters the mechanics of the deal.
We proudly serve solo agents, teams, and brokerages across Tennessee & Kentucky— regardless of volume.
List to Close
From the moment your listing goes live to the day the keys change hands, Evergreen Transaction Management LLC manages the details that keep your transaction moving smoothly. We handle listing setup, document organization, compliance coordination, and proactive communication—so nothing slips through the cracks.
This service is ideal for agents who want a seamless, professional process for their sellers while freeing up time to focus on negotiations, marketing, and client relationships. With Evergreen Transaction Management LLC overseeing the backend, your listings stay organized, compliant, and on schedule from start to finish.
BONUS Happy New Year email sent with Settlement Statement (Jan 1 following closing)
- Expert assistance with document preparation, listing setup and file organization
- Welcome email to sellers, including a “Getting Your Home Ready to Sell Guide
- Schedule professional photography with your preferred vendor
- Email to sellers with “Tips to Prep for Photographer”
- Appointment reminder texts throughout listing timeline
- Upload photos and Virtual Tour to MLS(s)
- Enter listing into MLS and ensure compliance
- Upload disclosures to MLS
- Documents submitted to your office/ Compliance
- Set up preferred showing service
- Obtain utility information from seller for future buyer
- If needed, connect sellers with your preferred vendors for repairs or maintenance.
- Contingency tracking
- Contract to Close
Contract to Close
Once a contract is accepted, precision and timing matter. Evergreen Transaction Management LLC manages the entire contract-to-close process with careful oversight, deadline tracking, and consistent communication between all parties involved in the transaction.
From inspections and appraisal coordination to document collection and compliance preparation, we ensure every step is handled accurately and efficiently. This service allows you to stay focused on advising your clients and negotiating with confidence—while we keep the transaction organized, compliant, and moving toward a successful closing.
- Complete contract to close management
- Deadline tracking and oversight
- Consistent & proactive communication with all transaction parties
- Document collection and compliance preparation
- Inspection coordination and follow up
- Track receipt for the Earnest Money deposit
- Obtain 14 Day Notification info (Appraisal ordered, Hazard Insurance company, & Intent to Proceed)
- Track appraisal and status of any required repairs
- Track the loan status of the Buyer and update weekly
- Distribute the Termite clearance letter to lender
- Gather and confirm utility information (email & reminder text)
- Verify Clear to Close with the lender
- Order home warranty and send to Title Company
- Gather and confirm utility information (email & reminder text)
- Verify Clear to Close with the lender
- Order home warranty and send to Title Company
- Verify Title Company and Lender have all amendments
- Send receipts to the Title/Closing Attorney and review the ALTA/HUD/Settlement Statement before
approval. - Verify that your Broker has all required documents
- Coordinate closing time and location Inform all parties, send directions, update calendar and send
reminders - Close out transaction in MLS and broker platforms
- BONUS Happy New Year email sent with Settlement Statement (Jan 1 following closing)
*Agent responsible for all negotiations.
Compliance Only
For agents who prefer to manage their transactions independently but want peace of mind around compliance, Evergreen Transaction Management LLC provides accurate and timely file review and submission. We ensure all required documents are complete, properly organized, and submitted according to brokerage and regulatory standards.
This service is ideal for agents who want confidence that their files meet compliance requirements—without adding administrative stress. With Evergreen Transaction Management LLC handling the compliance process, you can focus on your business knowing your transactions are properly documented and on record.
- Ensure all compliance requirements are met in a timely manner
- Verify that all necessary documents are complete and in order, including brokerage specific checklists
- Manage the compliance process timely and accurately, submit file to the Compliance Platform
- Assist with Commission Statement (if applicable with brokerage)
A2A Referral Management
All transaction coordination services provided by Evergreen Transaction Management LLC are protected by professional Errors & Omissions coverage.