Let’s face it — the contract-to-close phase of a deal can be a whirlwind. Between chasing down paperwork, coordinating with lenders and title companies, and keeping track of deadlines, it’s easy to feel buried in admin work.
That’s where Transaction Concierge steps in.
Coldwell Banker’s Transaction Concierge is designed to take the stress out of the closing process. You get access to Client Experience Specialists — real people (not outsourced help!) — who handle the behind-the-scenes tasks that eat up your time. Think: timelines, forms, follow-ups, and communication with all the key players.
The goal? To free you up so you can focus on what you do best: building relationships, generating leads, and closing deals.
And here’s the kicker — it’s completely free for Coldwell Banker agents. No strings attached. Just expert support that helps you stay organized and deliver a smoother experience for your clients.
Agents who’ve used the program during its rollout have reported high satisfaction, and it’s easy to see why. When someone else is managing the chaos, you get to be the calm, confident pro your clients need.
So if you haven’t tried Transaction Concierge yet, now’s a great time to talk to your branch manager. It might just be the smartest move you make this year.