Mon–Fri 8AM–6PM Pacific | Call 888-215-7358 | Text (619) 721-3357 | Info@CA-TC.com
Our Process
Pricing
Our Team
Testimonials
FAQ
Contact Us
CALIFORNIA TRANSACTION COORDINATION SINCE 2013
You should be free to focus on the work you love — relationships, sales, and negotiations — but what about your paperwork?
It has to be complete, compliant and on time — but it's a zero-dollar activity! You need someone to create and distribute a timeline, spearhead Seller Disclosures, remind you when contingencies are due, and ensure your Brokerage file is complete at Closing...and just like you, they should only get paid if your deal closes... that's where our Team comes in!
15,000+ Closings | 500+ Clients | 70+ Years experience
Why Work With Us?
Our Process (more…)
keeps us thorough and accountable
What CATC does, so you don't have to:
- Confirm your Broker's file requirements and preferences (before we open our first Escrow)
- Audit the Offer, Counter Offers and Addenda to establish terms and deadlines
- Send all Parties a custom Escrow Calendar & Contact Sheet for easy reference, co-branded with your Logo
- Provide our Invoice to Escrow with an itemized list of what we'll need to complete our file
- Explain our role to your Clients so they feel comfortable when receiving our requests for signatures, etc
- Introduce ourselves to the "other Agent" so you don't have to "middle-man" documentation
- Ensure Seller Disclosures are provided on time and compliant, per your deal's specific needs
- Draft Disclosures as needed, and pursue signatures/corrections via fax, email or Docusign until complete
- Retain all data and documents, including any emails or text communications, for your file
- Keep your Brokerage current on documentation as preferred, and Docusign CAR forms for Broker Initials if desired
- Send reminders and follow up all documentation, to help ensure delivery by contractual deadlines
- Confirm preferences for Home Warranty coverage and order the Home Warranty if appropriate
- Request copies of all Inspection reports upon completion, provide to Parties as needed
- Audit file consistently for outstanding documents, to ensure a complete file before closing
- Ensure Escrow receives or provides all Amendments, Reports and Invoices as needed, including the Closing Package
- Audit file prior to closing to ensure no documents remain incomplete or outstanding, and send for Broker review
- Upon successful closing, provide your Broker a compliant Closing File via email or upload as preferred
- At closing, send your Closing File via email, and if requested, send a copy to your Client directly
- After closing, send your Client a Satisfaction Survey and Testimonial Request from you
Our goal is for you to be so excited about the support you receive from us that you'll be happy to introduce us to those you know who could use our help. We like to say, "helping you grow helps us grow" — and it all starts with your Clients.
We're a Team, not just one individual (more…)
so there's always someone to assist
Founded in 2013 as the successor of our Short Sale Negotiation firm, we have since grown into a full team of experienced Transaction Coordinators. Unlike the typical TC, working alone — trying to build and manage their business while supporting Clients — our TCs have the support structure they need, so they can stay focused on your needs. With over 500 Clients, over 15,000 Closings, and over 70 years of combined and varied experience, CATC is an industry leader in California.
Mike Meltzer
PRESIDENT
RE PRO SINCE 2004
Broker, Realtor, Entrepreneur, Short Sale Negotiator. Founder and Owner/Operator of CA-TC, Certified Transaction Coordinator.
Neda Muqaddam
DIRECTOR OF OPERATIONS
RE PRO SINCE 2012
The 'Team Captain' making sure our promises are kept. Certified Transaction Coordinator with over 5,000 transactions Closed.
Trisha Phillips
TRANSACTION COORDINATOR
RE PRO SINCE 2000
From legal affairs and dispute resolution to compliance education and marketing, Trisha brings a unique set of skills to managing your transactions.
Stephen Elton
TRANSACTION COORDINATOR
RE PRO SINCE 2011
Stephen has done it all, from residential sales and marketing, to agent coaching and back end support, and is a Certified TC.
New Team Member
To Be Announced Soon!
We grow by referral only — we're only happy if you're happy (more…)
See what some of your peers think of us
“There at every turn…diplomatic…I couldn't be happier”
Wolf Baschung · KW DTLA
“I honestly couldn't have done it without them”
Jori Mauntel · Fortune Home Team
“Their support was invaluable”
Cindy Blomo · KW Santa Barbara
“Lightening-fast turn around”
Vlad Gold · The Gold Group
“They're on it, 100% of the time”
Jeffrey White · KW Beverly Hills
“Smoothing the bumps and straightening the curves”
Mary Mitchell · Mitchell Real Estate
“I'm not going anywhere…these guys are the pros”
Victor Moreno · KW Santa Barbara
“I can not see myself closing my next transaction without them!”
Anjanette Williams · Pacific Playa Realty
“Above and beyond”
Joan Katz · Zia Group
“Their communication skills are awesome”
Dani Burchhardt · Pacific Crest Realty
“Could it get any easier?!”
Jon Gilkeson · Zia Group
“They delivered as promised”
Libby Brown · Cornerstone Real Estate
“A solid and professional Team”
Teresa Mack · Pacific Playa Realty
“I don't know how I did it without them”
Christine Cardoso · KW West Ventura
“A life saver!”
Jordan Robinson · KW Santa Barbara
“A great TC I can rely on”
Kevin Strickln · KW Beverly Hills
“Always there when you need them”
Magenta Miner · Steven Aaron Realtor Group
“Prompt and responsive”
Natalie Henry · KW Los Feliz
“I love these guys!”
Tom Davila · Rare Properties
…What will YOU have to say…?
Our 100% Satisfaction Guarantee
"Our business depends on relationships. If you're not excited about working with us, we can't grow.
We guarantee you’ll be 100% satisfied with our service, or we’ll process your file for FREE!"*
— Mike Meltzer, Founder
*Applies only to file with which you are dissatisfied, and complaint must be relative to the agreed upon services
Pricing (more…)
Buyer or Seller Representation
$440
Dual Agency (Same Brokerage)
$540
Dual Agency (Different Brokerages)
$640
Leases: $200 for one side, $300 for Dual Agency.
*Pricing may vary in some regions
It's easy to get started (less)
Just 3 simple steps...
STEP 1 · NEW CLIENTS ONLY
Review and sign our Agent Agreement right here on this page. Questions first? Email GetStarted@CA-TC.com.
STEP 2
Complete our online Registration Form below, or via the link in any of our Teammates' email signatures.
Once we have what we need, we'll review for any missing pieces and ask any questions,
so your TC can be assigned for full initiation.
CA-TC Agent Agreement (more…)
New File Registration Form (more…)
Frequently Asked Questions (more…)
Want to know more about us first?
Is there a fee if our file cancels?
Never! We're all Real Estate veterans — no commission = no fee, is how we see it.
Will I always work with the same TC?
We assign files based on workload, to ensure prompt and proper service. Whenever possible we'll keep you with the same TC, and if you request a specific TC we'll always do our best to honor that.
What do you do exactly, and what don't you do?
We're here to facilitate documentation so you can minimize interruptions and late nights at work. We're primarily a back-end administrative support, so we won't take on tasks that require licensing, or take any action or send any communication of our own volition.
Do you work weekends?
Because nothing can come due on a weekend, we take that time to recharge and avoid burnout. However, our Text line — "The Batphone" — is there for those rare instances when you need something on a weekend.
How do I get in touch with you when I'm running around?
Text us at (619) 721-3357, or call 888-215-7358 and the greeting will guide you to the right person. Email is usually most appropriate given we're focused on documentation — but use whatever avenue works best for you.
How do I know which team member can best address my needs?
Your assigned TC is usually best for anything file-specific. To escalate a question or concern, our Director of Operations, Neda Muqaddam, at Option 2. For questions about our business or practices, Mike Meltzer at Option 1 is your guy.
“The ONLY TC you'll ever need!” — Denise Rosner, Compass • “These guys are the BEST!” — Catherine McGinnis, Rare Properties • “Could it get any easier?!” — Jon Gilkeson, Zia Group • “Organized, professional, proactive” — Gayle Barnes, Next Level Realty • “They thought of everything” — Teri Heravi, KW Brentwood • “They're a Machine!” — Ian Andewelt, KW Beverly Hills • “I love these guys!” — Tom Davila, Rare Properties
