Agent Services

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We help you stay focused

We know how many hats you’re wearing in your real estate business, because we’ve been there. That’s why we created a transaction services team that can save you up to 15 hours per transaction.


3 instant results you’ll receive

Current Agent Partners


Client Forms

90% less tasks for you to do in transactions

Let our transaction team handle document tasks, milestone management, progress updates and more.

Increased focus

Frequent task switching can tank your productivity. With Huzi handling the majority of the mundane transaction tasks, you can remain focused on building new relationships and growing your existing ones.

Scale on demand

The “pay for what you use” model helps you scale on your timeline, without the overhead or fringe expenses of hiring an employee. With Huzi, you have a team of highly experienced, trained professionals to help you close deals and generate leads as you need them.

Other benefits to your business

Beyond saving time, here’s what our agent partners rave about:


And now, our Agent Services team can help calm the chaos well beyond the close with the launch of our Agent Services packages.

Get More Information on Partnering with Huzi


Book a Discovery Call

Transaction Coordinator:

[ tran-‘zak-shən kō-ór-də-nā-tər ] noun

Real Estate leverage for the process from listing or contract through closing.

See also: cat herding client concierge, chaos coordinator

Even brief mental blocks created by shifting between tasks can cost as much as 40% of someone’s productive time.

Multitasking: Switching Costs – American Psychological Association

45% of people say context-switching makes them less productive.


43% of people say switching between tasks causes fatigue.

5 diagrams that show how context switching saps your productivity – Atlassian

Have questions? Let’s see how we can help!

Elevate the real estate transaction experience for agents and consumers.

We empower real estate agents to be more productive, grow their business and have enough energy and time left to enjoy their life.

Client satisfaction improves through better communication and ensures an enjoyable transaction experience.

Facilitate a collaborative environment and elevate the real estate experience through: 

Frequently asked questions



I don’t have enough business yet to need a transaction coordinator.

What exactly does “busy enough” look like? Drowning in transaction tasks? Getting in a car wreck between showings because you’re desperately trying to respond to an urgent lender/title request on a transaction? The inability to take a day off, go on a vacation, attend your children’s sporting events or be present with your family? Having to come out of your own pocket to rectify a costly mistake because you missed something on a transaction? Working every night until after midnight because you were showing and in appointments all day, and now there’s a mountain of emails to tackle before it starts all over tomorrow? When do you say enough is enough? If you wait until you feel like you are drowning, you have waited too long. Treat your business like a business, and bring on the leverage you need so that you’re able to refine the process and communication before you are overwhelmed. There will always be a “getting to know you” stage when beginning this working relationship – starting earlier will make sure we can be a well-oiled machine by the time your production increases. We want to enable you to provide the best and highest level of fiduciary duties to your clients.



But I’m good at paperwork and checklists. I can do it by myself.

That’s great!! Great systems provide 2 things: leverage and luxury. Every hour spent on those “quick” mundane transaction tasks is an hour you’re not spending on lead generation, growing your business, spending time with your family, self-care or taking that much needed vacation. On average it takes 23 minutes to re-focus after a distraction – so those “quick” tasks are costing you a great deal more time than is perceived.



Won’t my client feel as though I have abandoned them?

Never. We are an extension of you. By utilizing appropriate scripts and dialogue throughout the early stages of the real estate process, your client will understand that you have an expert team member stepping in to facilitate the closing process. You will still be there for all the major decisions – we do NOT replace you as their fiduciary. Does a pilot also serve drinks and load your luggage on the plane? No – and clients are less concerned with who is providing the updates and answering questions, than with the fact that there is timely and consistent communication throughout the process. By leveraging the day-to-day transaction tasks, you, as the agent can focus on being client care – improving client relationships and generating more referrals.



I can’t afford to hire a transaction coordinator.

Transaction coordination fees are paid per transaction – it’s a “pay for what you use” model where you don’t have to worry about paying wages/salary when production is slower. So how can you afford NOT to hire a transaction coordinator? How many more contacts would you make having 15 hours per transaction back on your schedule? How many appointments, signed clients, contracts, and new closings would that translate to? If you focused all 15 hours on lead generation… What if you have 5 conversations per hour? That would be 75 conversations. Of those 75 conversations, what if you booked 5 new appointments? Over the course of ONE real estate transaction you would have been able to add 3-5 new clients to your business…. How rapidly would this enable you to reach your production goals?



But, I’m a control freak!

We get it. You want to be in full control of your transactions.

But guess what? You CAN have your cake and eat it too!

We empower agents like you to have leverage AND maintain control as the fiduciary. Our system is designed specifically to keep the agent in the center of the transaction.

Our transaction updates, keep you in the loop on progress, pending items, and potential red flags. We defer to you – the agent – on any matters that require negotiation or advising the client to get through tough situations. With direct access to our transaction platform & app, you have 24/7 visibility into tasks, status notes, and contract terms. Our multiple service packages & customization allow us to tailor the service to meet your needs and those of your clients.

Your client relationships and transaction success greatly impact your referrals & repeat business – and part of our core mission is to help you build a strong business based on referrals & repeat clients!!

Have questions? Let’s see how we can help!

Our services

Prepare listing for the market

SERVICES AVAILABLE:

Listing documents & broker compliance

Streamline & simplify the document processing for your seller. Our team will ensure a complete brokerage compliance file and submit the file.

Listing documents & broker compliance

Ensuring that all essential property disclosures are fully completed, survey, and other accompanying property information are on file will expedite negotiations and alleviate the urgency in delivering these items later.

MLS entry

Save hours preparing the MLS data for input, uploading associated documents, photos, and programming showing instructions.

Prelim title & vendor scheduling

Elevate your listing experience and increase your productivity with our assistance to schedule vendors (photographer, cleaner, stager, etc…) and open preliminary title

Manage the process from contract through closing

SERVICES INCLUDE:

Communication

Be fully present while focusing on your lead generation & client appointments while we ensure updates and requests are addressed quickly between all parties.

Deadline tracking & detailed updates

Provide the highest level of service with our system of reminders for all deadlines, and contingencies. Comprehensive weekly updates enable you to quickly asses transaction progress without having to skim dozens of email and text threads – we summarize and give you high-level view of the file.

Scheduling & vendor collaboration

Ever feel like a project manager? Let us do the heavy lifting to help collaborate with vendors and clients – we facilitate appointments, track invoices/reports, order home warranties, schedule signings, and more.

Broker compliance

Mitigate your risk with and fully complete and accurate broker compliance file; and avoid spending all your evenings and weekends chasing signatures. Our team helps manage the flow of all document requests during the transaction.

Sign up here to get more information and be first on the list for these services!

“>”>Social media packages

Get your marketing dialed in with our social media packages – with multiple options to help develop your social media content strategy and calendar, along with posts curated specifically to your brand, voice, tone and content pillars

Client care systems

Drive more organic leads and referrals to your business through bespoke client care package offerings designed to strengthen relationships and create memorable experiences.

Listing Launch and Contract Through Close services are currently available in Texas, Tennessee, and Oregon (more states coming soon!)



Book a Discovery Call

“Having Sara as my transaction coordinator was really the best choice I’ve made in 2022! Typically I’d handle all of the paperwork and footwork, but with Sara and Ashley being my TC’s, they really took A LOT of the weight off of my shoulders. They want to get us to the closing table just as much as my clients do! The communication is clear and on point, which is super important to me! Thanks ladies!”

– Crystal Rosales, Coldwell Banker

“Sara and her team have been excellent! This team not only has helped to leverage my business, saving me time and money to be out in the field gaining more clients, they make sure everything is done correctly, on schedule and are extremely professional. The level of expertise is like none other. The level of communication with me and my clients has been superb. I highly recommend Sara and her team. They will provide you with excellent service beyond any you could compare. This team I rank far above a 10 with all their experience!”

– Shelley Pausewang, Keller Williams

“Sara is one the most detailed and caring people you could ever hope to work with. I’ve worked with her on numerous transactions and absolutely recommend her!”

– Kevin Kauffman, eXp Realty

“Where do I even begin? As a Solo Agent, it can be very challenging to juggle a career with a high level of customer service, without jeopardizing lead generation. After I have joined forces with Sara and her team, my career has leveraged so much. They have a very thorough process that allows client, lenders, and title officers to communicate effectively, promoting a great base foundation for success. I highly encourage realtors who are seeking to set themselves apart from the rest, to understand you will be adding value to your business!”

– Sol Nieves, Keller Williams

“Sara is so dedicated and obsessed with the details! She remains systems oriented to get transactions complete smoothly and make agents look like stars!”

– Brittany Stewart, eXp Realty

We work with…