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Transaction Management

Manage your transactions with confidence

Streamlined processes and expert support designed to support you from start to finish.

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cOMPLIANCE
 

​​Our in-house Compliance Team, led by Head of Compliance & Risk Management, Jan Belmont French, is here to support you every step of the transaction, helping ensure your files meet all regulatory, brokerage, and policy requirements with confidence.

transaction cOORDINATORs

Our in-house Transaction Coordinator Team, led by Regional Advisor, Alyssa Kirksey, is designed to streamline your workflow from contract to close, providing hands-on support that keeps your transactions organized, on track, and moving forward.

SkySlope
 

SkySlope is our required platform for managing, submitting, and reviewing all real estate transactions. It serves as the official system of record for listings and buyer files, ensuring compliance, organization, and a smoother path to closing.

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Simplify Your business with a transaction coordinator

Our experienced Transaction Coordinators are an extension of your business. From handling the paperwork, tracking critical deadlines, and ensuring compliance from start to finish. They bring consistency, precision, and proactive communication to every transaction, helping you avoid costly mistakes and last-minute stress. When you choose our in-house TC team, you’re choosing reliability, efficiency, and support you can count on. This comprehensive service is offered at a clear, flat fee of $399 per transaction.

rEQUEST AN IN-HOUSE TC

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Your Transaction Support Team

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 The TC team manages critical timelines, documentation, and communication, helping ensure nothing is missed and deadlines are met. By partnering with our Transaction Coordinators, you gain the freedom to focus on your clients and grow your business, while experienced professionals handle the details behind the scenes. It’s built-in support you can rely on to create smoother transactions and a more confident experience for both you and your clients.

Alyssa Kirksey

Regional Advisor - Ventura & North LA

Doreen Regan

Boulder Creek

(831) 338-2125

Marvi Alonso

Chino Hills

(909) 906-3829

Stephanie Hurtado

Monterey

(831) 648-7271

Lisa Pierce

Hollister

(831) 245-0321

Kimberly Gonzalez

Rancho Cucamonga

(909) 987-4820

Rachelle Krelle

Arroyo Grande

(805) 489-2100

Alexia Ronquillo

Hesperia

(760) 244-8557

Sarah Troglin

Paso Robles

(805) 610-6109

Gaby Sanchez

Salinas

(831) 800-7341

Anh Thu Ha

San Jose

(408) 629-1101

Brenda Colburn

Long Beach

(949) 398-0027

Mary Watkins

Ventura

(805) 650-0555

Elizabeth Gomez

Rancho Cucamonga

(909) 987-4820

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Compliance

By providing proactive guidance, detailed file reviews, and ongoing support, the team helps minimize risk, prevent delays, and address potential issues before they become obstacles. With a deep understanding of local regulations and internal standards, our Compliance Team serves as a trusted partner, giving you peace of mind so you can focus on building relationships and closing deals, knowing your transactions are protected and compliant.

Jan Belmont French

Head of Compliance & Risk Management

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 Requirements

Don't want to use an in-house TC? We support multiple transaction workflows, whether you prefer to onboard your own TC or manage your transactions independently in compliance with brokerage guidelines.

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managing YOUR OWN transactions

1

Complete the Prerequisite Course 

Complete the required SkySlope training focused on system functionality, including navigation, document management, and workflow tools used to support compliant transaction processing.

2

Reach Out To our Head of Compliance

Email Jan Belmont French to inform the compliance team of your intent to self-manage transactions and to initiate your SkySlope onboarding and further training.

3

Attend 1-1 Training

Jan will provide the date and time for your individualized compliance training session. This one-on-one training will focus on reviewing your compliance workflows and best practices for successfully managing transactions from contract to close.

Using an Independent Transaction Coordinator

1

Ensure Your TC Completes the Prerequisite Course

Direct your TC to complete the required SkySlope training to understand platform functionality, access points, and workflow tools used when coordinating transactions with an outside TC.

2

Connect Your TC With our Head of Compliance

Email Jan Belmont French and CC your TC to notify the compliance team of your intent to use an outside TC and to begin their onboarding and training process.

3

Your TC Attends Scheduled 1-1 Training 

Jan will coordinate the date and time for your TC's compliance training. They will meet one-on-one to review compliance requirements, oversight expectations, and roles when partnering with an outside Transaction Coordinator.

Skyslope quick guide

By centralizing documents, timelines, and broker oversight in one place, SkySlope helps minimize errors, improve accountability, and provide clear visibility throughout the transaction lifecycle. SkySlope is designed to protect you and the brokerage, reduce back-and-forth, and keep transactions moving efficiently.

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What SkySlope does for you

  • Centralizes all listing and buyer transaction documents

  • Tracks required forms and compliance items

  • Allows collaboration between you, in-house TCs, and compliance

  • Reduces missed documents and last-minute issues

  • Creates a clean, auditable transaction file

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