Close More Deals.
Stress Less. Serve Better.

Professional real estate transaction coordination that keeps your deals on track from contract to close. Licensed in California • DRE #01929750 • Serving agents and FSBO sellers statewide.

★ Axios Group TC at a Glance

100%

Digital workflow

24hr

File setup time

Auto

Birthday emails

360

Days of follow-up

📄 Contract to Close Coordination

📝 Buyer & Seller Representation

✉ Automated Client Follow-Up

⭐ Review Generation

📈 Agent Dashboard & Reporting

How It Works

Three Simple Steps to a Smoother Close

From onboarding to anniversary email, we handle the coordination so you can focus on relationships.

Sign Up & Agree

Review and sign our service agreement digitally. Choose your plan, set up your agent profile, and you are ready to submit transactions right away.

Submit Transactions

Use our intake form for every new listing or purchase. Buyer, seller, or dual representation, each form captures everything we need to manage your file professionally.

Close, Celebrate & Retain

After close, automated birthday, sale anniversary, and review request emails keep you top of mind with every client, year after year.

Plans & Pricing

Straightforward Pricing. Real Value.

No hidden fees. No long-term contracts. Just professional service that helps you close more and stress less.

Per Transaction Side

$595 / side

Per residential transaction side. No monthly commitment required.

✓ Full contract-to-close coordination
✓ Deadline tracking & reminders
✓ Buyer or seller representation
✓ Digital intake & document management
✓ Closing gift coordination optional

Professional. Accountable. Certified.

Axios Group TC operates under the CATC Code of Ethics and Standards of Practice, upholding the highest level of trust, confidentiality, and compliance on every file.

🏅

CATC Member

Active member of the California Association of Transaction Coordinators — upholding professional standards statewide.

📎

CA DRE Lic. #01929750

California licensed real estate broker with 22+ years of industry experience serving agents and clients statewide.

🔒

CATC Code of Ethics

Every file is handled under the CATC 2024 Code of Ethics: confidentiality, compliance, fiduciary duty, and zero wire instruction involvement.

🏠

All CA Transaction Types

Residential, commercial, FSBO, agricultural, trust, probate, REO, short sale, lot/land — all served across every California region.

What Agents Say

Built for Real Agents. Proven Results.

⭐⭐⭐⭐⭐

"I closed 9 transactions last quarter and never missed a deadline. The birthday emails alone have brought me 3 referrals."

Sarah M., Sacramento REALTOR®

⭐⭐⭐⭐⭐

"The intake form is simple and the dashboard shows me exactly where every file stands. Clean, professional, worth every penny."

David L., El Dorado County Agent

⭐⭐⭐⭐⭐

"As a broker, having one platform that handles TC work AND client follow-up has simplified my entire operation."

Linda T., Broker, Placer County

Our Services

What We Handle, Start to Finish

Every transaction is different. Our coordination covers all representation types and keeps communication clear from opening to close.

🏠

Seller Representation TC

Listing paperwork, disclosure tracking, contingency management, escrow coordination, and final closing confirmation. Your seller deserves a smooth experience.

🔑

Buyer Representation TC

Offer tracking, loan coordination, inspection deadlines, title and escrow communication. We keep the buyer's file clean so nothing falls through the cracks.

📋

Client Representation Agreements

We track Buyer Representation Agreements and Listing Agreements, ensuring compliance with California CAR form requirements and audit timelines.

✉

Post-Close Follow-Up & CRM

Birthday emails, sale anniversary messages, holiday notes, and review requests are sent automatically to keep your relationship warm long after closing.

⭐

Review Generation Campaigns

Automated email campaigns send personalized review request links to your clients for Google and Zillow. Build your reputation while you sleep.

📈

Agent Reporting & Analytics

Monthly summaries, active transaction counts, and follow-up campaign performance delivered to your private dashboard. Know your numbers, grow your business.

Enhanced Service

📝

Buyer Representation Agreement Drafting

At agent direction, we prepare the Buyer Representation Agreement using current CAR forms, ready for your review and client signature. Included in the $1,000 Enhanced Services package.

Enhanced Service

🏠

Listing Agreement Preparation & MLS Entry

We prepare the Listing Agreement and, at the agent's direction, enter the property into MLS with all required data fields and remarks reviewed for accuracy. Included in the $1,000 Enhanced Services package.

🏢

Commercial TC

Commercial transactions demand a higher level of coordination. We manage due diligence timelines, lease and purchase agreements, environmental deadlines, and all escrow and title communication. Priced at 4% of agent compensation or $2,500 minimum, whichever is greater.

🏠

FSBO Transaction Coordination

Selling without an agent does not have to mean selling without support. We provide full transaction coordination for FSBO sellers, guiding them through every deadline, disclosure, and closing requirement. Starting at $1,500 per file.

+ Optional MLS Entry (No Agency) — $450 add-on: Want maximum buyer exposure without hiring a listing agent? We can enter your property into select California MLSs on a flat-fee, no-agency basis. Ask if your MLS qualifies.

FSBO Sellers

You Don't Have to Do This Alone

FSBO transactions carry real legal and financial risk without proper coordination. Axios Group TC gives you the professional oversight you need to protect your equity and close with confidence. Starting at $1,500 per file. Ask about our optional MLS entry without agency for $450 to get your property in front of every buyer's agent in your area.

Service Agreement & Sign Up

Review our terms, choose your plan, and create your agent profile below.

Step 1

Read the Service Agreement

Scroll through and review before signing below.

Axios Group TC

Transaction Coordination Services Agreement

7921 Kingswood Dr. Suite A3H, Citrus Heights, CA 95610

CA DRE License #01929750 • CATC Member • assist@axiosgrouptc.com • (916) 647-5660

Effective upon digital acceptance by the Agent, Broker, or FSBO Seller below

1. Parties

This Agreement is entered into between Axios Group TC, a California DBA, DRE License #01929750 ("TC Company," "we," "our") and the licensed real estate agent, broker, or FSBO seller identified in the sign-up form below ("Client"). Services are provided exclusively within the State of California. Both parties agree to be bound by the terms and conditions set forth herein.

2. Scope of Services

Axios Group TC agrees to provide professional transaction coordination services as selected by the Agent, which may include: contract-to-close coordination, deadline and contingency tracking, communication with escrow, title, lenders and cooperating agents, document management, compliance review, and post-close client follow-up automation including birthday emails, sale anniversary reminders, and review request campaigns. The specific services rendered for each transaction will be governed by the intake form submitted by the Agent at the time of each transaction.

3. Agent Responsibilities

Agent agrees to: (a) provide complete and accurate information on each transaction intake form; (b) submit all required executed documents in a timely manner; (c) respond to requests for information or instructions within one business day; (d) remain the licensed responsible party for all real estate services and client relationships; (e) provide current client contact information including birthdate and closing date for post-close automation purposes. The TC Company does not represent clients and does not provide real estate brokerage services.

4. Fees & Payment

Fees are determined by the plan selected at the time of enrollment and the transaction type as follows: (a) Standard Residential: $595 per side; (b) Enhanced Services: $1,000 per file; (c) FSBO Coordination: starting at $1,500 per file, with an optional MLS entry without agency add-on of $450 in select California MLSs; (d) Commercial Transactions: 4% of the agent's gross compensation for the transaction or $2,500, whichever is greater. The applicable Commercial fee shall be calculated based on the agent's compensation as stated in the executed commission agreement and is due at close of escrow. FSBO Per-transaction fees are due at the time of file submission or at close of escrow as agreed. Monthly Retainer (Option B) fees consist of a $200 base fee billed on the first of each month plus $450 per closed transaction file, with a minimum 3-month commitment. The base fee is non-refundable upon commencement. Per-file fees under the retainer plan are invoiced at close of escrow. Team and brokerage pricing is set forth in a separate addendum. All fees are non-refundable once file coordination has commenced. Invoices unpaid after 14 days are subject to a 1.5% monthly late charge.

5. Confidentiality

Axios Group TC agrees to hold all transaction information, client data, and agent information in strict confidence and will not disclose such information to third parties except as required to complete coordination services (title, escrow, lender) or as required by law. Agent grants permission to use transaction data in aggregate, anonymized form for internal reporting purposes only.

6. Limitation of Liability

Axios Group TC is not responsible for the actions or omissions of escrow officers, lenders, title companies, or other third parties. Axios Group TC's total liability under this Agreement shall not exceed the fees paid for the specific transaction giving rise to any claim. Axios Group TC does not guarantee closing timelines or transaction outcomes.

7. Termination

Either party may terminate this Agreement with 14 days written notice. Open files at the time of termination will be completed at the agreed fee. Monthly Retainer agreements carry a minimum 3-month commitment. After the initial term, either party may cancel with 30 days written notice. Early termination within the 3-month period will result in the remaining monthly base fees becoming due. Termination does not relieve Agent of outstanding payment obligations.

8. Independent Contractor Status

Axios Group TC is an independent contractor and not an employee, partner, or agent of the Agent or Broker. Nothing in this Agreement shall create an employment relationship. Axios Group TC is responsible for its own taxes, insurance, and compliance.

9. Marketing & Automation Consent

By enrolling, Agent consents to: (a) receive service-related communications via email; (b) have Axios Group TC send automated birthday, anniversary, and review request emails on Agent's behalf to Agent's clients using the contact data provided; (c) have Agent's profile used in internal performance reporting. Agent may opt out of any automated campaign at any time via their dashboard settings.

10. Governing Law

This Agreement shall be governed by the laws of the State of California. Services are provided exclusively within the State of California. Axios Group TC operates under California DRE License #01929750. Any disputes shall be resolved through binding arbitration in the county where the Agent's primary brokerage is located.

10b. CATC Code of Ethics Compliance

Axios Group TC is a member of the California Association of Transaction Coordinators (CATC) and operates in accordance with the CATC 2024 Code of Ethics and Standards of Practice. This includes: (a) maintaining strict client confidentiality; (b) never engaging in any activity related to wire instructions; (c) prioritizing the fiduciary duty agents owe to their clients; (d) following DRE Guidelines for Unlicensed Assistants where applicable; (e) maintaining Errors & Omissions insurance coverage; (f) conducting all activities with professionalism, fairness, and respect for all parties. A copy of the CATC Code of Ethics is available upon request.

11. Entire Agreement

This Agreement, together with the selected plan description and any transaction-specific addenda, constitutes the entire agreement between the parties and supersedes all prior representations, warranties, or understandings. Amendments must be in writing and signed by both parties.

Step 2

Create Your Profile

Axios Group TC Sign Up

Takes about 3 minutes. No credit card required to start.

Select Your Plan *

Standard

$595/side

Enhanced

$1,000

Retainer

$200+$450

FSBO TC

$1,500+

Commercial

4% / $2,500+

Team

Custom

First Name *

Last Name *

Email Address *

Cell Phone *

CA DRE License # *

Brokerage Name *

Primary County You Serve

Google Review Link (your personal review URL)

Zillow Profile Link

Create a Password *

I have read, understand, and agree to the Axios Group TC Service Agreement above. I agree that this digital acceptance constitutes my legal signature.

Already have an account? Sign in here

Axios Group TC — New Transaction Intake

Submit a new transaction or client representation agreement for coordination.

Section 1 Representing Agent

Agent Full Name *

DRE License # *

Brokerage Name *

Agent Email *

Agent Cell *

Representation Type *

Section 2 Property Information

Property Address *

County *

List/Purchase Price *

Property Type

MLS Number

APN / Parcel Number

Section 3 Client Information

Client 1 Full Name *

Client 1 Email *

Client 1 Phone

Client 1 Date of Birth (for birthday automation)

Client 2 Full Name (if applicable)

Client 2 Email

Client 2 Phone

Client 2 Date of Birth

Client Mailing Address (if different from property)

Section 4 Contract & Timeline — Completed by Axios Group TC

🔒

This section is completed by your Transaction Coordinator. Upon receipt of your fully executed contract, Axios Group TC will review the agreement and enter all contract dates, contingency deadlines, loan type, and compensation details into your file. You do not need to fill this out. Please attach or email the executed contract to assist@axiosgrouptc.com after submission.

Contract Date

Scheduled Close of Escrow

Acceptance Date

Inspection Deadline

Loan Contingency Deadline

Appraisal Deadline

Earnest Money Deposit Amount

Loan Type

Section 5 Escrow, Title & Lender

Escrow Company

Escrow Officer Name

Escrow Officer Email

Escrow Officer Phone

Lender / Loan Officer

Lender Contact

Cooperating Agent / Opposing Party Agent (if known)

Section 6 Special Instructions & Notes

Transaction Notes / Special Circumstances

How did you hear about us?

Preferred Communication Method

Ready to submit?

All required fields must be completed. You will receive a confirmation email within 1 business hour.

Email Address

Password Forgot password?

Good morning, Jane ☀

Here's a snapshot of your transactions and upcoming automations.

Active Files

↑ 2 from last month

Closed YTD

↑ 6 vs prior year

Pending Review

↓ Action needed

Emails Sent

Birthday + Anniversary

Active Transactions

Property	Clients	Type	Close Date	Status	TC Notes
1842 Pine Ridge Rd El Dorado Hills	Robert & Kim Torres	Seller	Jun 15, 2026	Active	Awaiting HOA docs
4421 Amber Ridge Dr Placerville	Marcus Johnson	Buyer	May 28, 2026	Pending	Loan contingency 5/12
9032 Vineyard Ln Shingle Springs	The Nguyen Family	Seller	Jun 2, 2026	Active	Appraisal scheduled
207 Sierra View Ct Cameron Park	Sandra Williams	Buyer	May 30, 2026	Needs Docs	Missing NHD disclosure
5500 Gold Mine Rd Rescue, CA	Gary & Patty Moore	Seller	Jun 25, 2026	Active	Septic inspection pending

📅 Upcoming Automations This Month

🎂

Kim Torres

Birthday email via Axios Group TC automation

May 12

🏠

Johnson • 22 Oak Glen Way

1-Year Home Purchase Anniversary

May 17

⭐

Marcus Johnson

Post-close review requests • 5 platforms (staggered Days 7-14)

Jun 2

🎂

Gary Moore

Birthday email via Axios Group TC automation

Jun 8

🏠

Williams • 44 Summit Oak Dr

2-Year Home Purchase Anniversary

Jun 14

Documents & Retention

Connect Google Drive or Dropbox to automatically organize, store, and retain transaction documents by file, agent, and year.

Storage Connected

None

Google Drive or Dropbox

Total Files Stored

Across all transactions

Storage Used

0 GB

of your connected plan

Retention Policy

3 Yrs

CA DRE minimum: 3 years

📋 Document Retention Policy

California DRE requires brokers to retain transaction records for a minimum of 3 years. Set your retention policy below to automatically archive or flag files for deletion after the required period.

Retention Period

After Retention Period

Reminder Email

⚠ California DRE Notice: Per California Business & Professions Code Section 10148, brokers must retain copies of all listings, deposit receipts, canceled checks, trust records, and other documents for three years. Axios Group TC retains documents on your behalf for the period you specify above.

📄 Auto-Naming & Folder Rules

Documents uploaded to any transaction are automatically named and organized using the rules below. This keeps your Google Drive or Dropbox clean and searchable.

Document Type	Auto File Name Format	Subfolder	Retention
Purchase Agreement	PA_[ClientLastName]_[Address]_[YYYY].pdf	01_Contract	3 yrs
Listing Agreement	LA_[ClientLastName]_[Address]_[YYYY].pdf	01_Contract	3 yrs
Buyer Rep Agreement	BRA_[ClientLastName]_[YYYY].pdf	01_Contract	3 yrs
Disclosure Package	DISC_[ClientLastName]_[Address]_[YYYY].pdf	02_Disclosures	3 yrs
Escrow Instructions	ESC_[ClientLastName]_[Address]_[YYYY].pdf	03_Escrow	3 yrs
Inspection Reports	INSP_[Type]_[ClientLastName]_[YYYY].pdf	04_Inspections	3 yrs
Title & Prelim Report	TITLE_[ClientLastName]_[Address]_[YYYY].pdf	05_Title	3 yrs
Final HUD / Closing Statement TAX EMAIL	CLOSE_[ClientLastName]_[Address]_[YYYY].pdf	06_Closing	3 yrs
Correspondence	CORR_[Date]_[ClientLastName].pdf	07_Correspondence	3 yrs

📄 Recent Document Activity

Last 10 files synced to storage

File Name	Transaction	Type	Synced To	Date	Status
PA_Torres_1842PineRidge_2026.pdf	Torres — 1842 Pine Ridge Rd	Purchase Agreement	Google Drive	May 5, 2026	Synced
DISC_Johnson_4421Amber_2026.pdf	Johnson — 4421 Amber Ridge	Disclosure Package	Google Drive	May 4, 2026	Synced
ESC_Nguyen_9032Vineyard_2026.pdf	Nguyen — 9032 Vineyard Ln	Escrow Instructions	Dropbox	May 3, 2026	Pending

📄 Upload Final Closing Statement — Post-Close Action

🏠 Complete this after close of escrow. Once the transaction closes, upload the final closing statement (HUD-1 / CD / ALTA) here. It will be stored in Google Drive or Dropbox under the file record and automatically attached to the client's annual home purchase anniversary email for their tax preparer. The anniversary email will not send until this document is on file.

Select Closed Transaction

Document Type

Closing Statement Date

Upload Closing Statement (PDF preferred • max 10MB)

📄

Click to upload closing statement

HUD-1, CD (Closing Disclosure),
or ALTA Settlement Statement • PDF

File will be saved to Google Drive / Dropbox under the transaction folder and tagged for the anniversary automation.

📋 Closing Statement Status by File

Transaction	COE Date	Closing Statement	Anniversary Email
Johnson — 22 Oak Glen Way	May 3, 2025	✓ On file	Enabled • Sends May 3, 2027
Torres — 1842 Pine Ridge Rd	Jun 15, 2026	⚠ Missing	Pending upload
Johnson — 4421 Amber Ridge Dr	May 28, 2026	⚠ Missing	Pending upload
Williams — 207 Sierra View Ct	May 30, 2026	⚠ Missing	Pending upload

Listing Information Import

Look up an agent by email address to pre-populate their listing data into a new transaction file. Pulls from connected MLS, transaction management platforms, and your agent database.

🔍 Agent Email Lookup

Enter the representing agent's email address to search for their profile, active listings, and recent transaction history across all connected platforms.

Agent Email Address *

Clear

Searching across: ✓ Axios Agent Database ✓ MetroList MLS ✓ Paperless Pipeline ✓ SkySlope ✓ Dotloop ✓ BoldTrail CRM

📄 Import Listing Data into New File

Review the pre-populated fields below pulled from the selected listing. Confirm or edit any values before creating the transaction file.

Property Information

Property Address

MLS #

List / Sale Price

County

Property Type

Agent & Transaction Details

Representing Agent

Brokerage

Transaction Type

Source Platform

Escrow & Parties (fill in as available)

Escrow Company

Escrow Officer

Lender / Loan Officer

TC Notes

File will be created and added to your Transactions list immediately.

📄 Recent Listing Imports

Last 10 files created via import

Address	Agent	Imported From	Import Date	File Status	Action
1842 Pine Ridge Rd El Dorado Hills	Jane Demo demo@axiosgrouptc.com	MetroList MLS	May 1, 2026	Active
9032 Vineyard Ln Shingle Springs	Jane Demo demo@axiosgrouptc.com	Paperless Pipeline	Apr 28, 2026	Active

All Transactions

Manage and track every file. Click Open File to view or edit the full TC coversheet.

Address	Client(s)	Agent	Type	Price	COE Date	Status	Actions

Client Database

Search, filter, and sort all client records. Birthday and anniversary automations run from this data.

🔍 Search

👤 Agent

🏠 Client Type

📅 Transaction Date From

📅 Transaction Date To

⇅ Sort By

Showing 5 of 5 clients

Client Name ⇅	Email	Phone	Agent ⇅	Type ⇅	Address	Birthday	Last Transaction ⇅	Next Automation

Email Automations

Configure and monitor your automated client follow-up campaigns.

🎂 Birthday Emails

A warm, personalized birthday message is sent to each client on their birthday each year. Your name and contact info are included automatically from your profile.

Schedule

Sent each year on client's birthday at 8:00 AM • Source: Client birthday field on intake form

🏠 Home Purchase Anniversary

On the anniversary of each buyer's close of escrow, your clients receive a heartfelt note celebrating their homeownership milestone, keeping you connected year after year. The email also includes a copy of the client's final closing statement (HUD-1 / Settlement Statement) as a convenient attachment for their tax preparer, along with a reminder that mortgage interest, property taxes, and certain closing costs may be deductible.

📋 Tax Preparer Attachment: After close of escrow, upload the final closing statement (CD / HUD-1) to the file record in the Documents & Storage section of your portal. It will be automatically attached to the anniversary email each year. Clients are reminded to share it with their CPA before the April filing deadline. Axios Group TC does not provide tax advice.

Schedule

Sent annually on buyer's close of escrow date • Source: COE date on intake form • Closing statement attached from document storage

⭐ Google Review Request

7 days after close of escrow, a personalized email is sent asking your client to leave a review on Google. Your personal review link from your profile is included.

Schedule

Sent 7 days post-close • Link: Your Google review URL from profile

📍 Zillow Review Request

Same timing as the Google review request, a separate email is sent with your Zillow profile link asking your client to share their experience on Zillow.

Schedule

Sent 10 days post-close • Link: Your Zillow profile URL from profile

🎉 Agent Sale Anniversary

On the anniversary of each closed transaction, you receive an internal summary email reminding you of the close, client names, and any follow-up to consider.

Schedule

Sent to agent on each COE anniversary • Internal reminder only

🎄 Holiday Greetings

A non-denominational seasonal greeting is sent to your full client database each December, keeping your name front of mind during the holiday season.

Schedule

December 1st each year • Sent to all active clients in database

Milestone Completion Notifications

Task Completion Alerts — Agents & Clients

When the TC confirms a key milestone is complete, automated notifications are sent to the agent and client via email and/or text. Each milestone can be opted in or paused independently.

✓ TC Milestone Confirmation Panel

Select a transaction and confirm completed milestones. Checking a milestone instantly triggers the notification to the agent and client per their opt-in settings above.

Select Active Transaction

Select a transaction above to manage its milestones.

📱 Client Text Consent: Client SMS notifications require prior express written consent under TCPA. Consent should be captured via the client intake process or the service agreement. A client can opt out at any time by replying STOP to any text message. Opt-out is processed automatically within 24 hours.

Transaction Deadline Automations

Due Date & Contingency Reminder Emails

Automated reminder emails sent to agents, escrow officers, lenders, and any additional parties on key transaction deadlines. All dates are pulled from the transaction intake form.

📋 Inspection Contingency Deadline

Reminder emails sent before the inspection contingency deadline to ensure all parties are aligned and inspections are scheduled and completed on time.

Schedule

5 days before • 2 days before • Day of deadline

🏠 Loan Contingency Deadline

Reminder emails sent to the agent and lender before the loan contingency removal deadline. Critical for protecting the buyer's deposit.

Schedule

7 days before • 3 days before • Day of deadline

📈 Appraisal Contingency Deadline

Reminds agent and lender of the approaching appraisal contingency date. Flags early if no appraisal confirmation has been received.

Schedule

5 days before • 2 days before • Day of deadline

🔒 Contingency Removal (CR) Deadline

Reminds all parties that the general contingency removal date is approaching. Sent to agent, escrow officer, and any additional parties on file.

Schedule

3 days before • Day of deadline

📄 Earnest Money Deposit (EMD) Due

Reminder to buyer agent and escrow officer that the earnest money deposit is due. Includes escrow wiring instructions reminder and fraud warning notice.

Schedule

2 days before • Day deposit is due

📝 Disclosure Delivery Deadline

Alerts the listing agent and TC when seller disclosures are due to be delivered to the buyer. Helps prevent TDS / SPQ / NHD delays from derailing the timeline.

Schedule

5 days before • 2 days before • Day of deadline

🎓 Final Walk-Through Reminder

Reminds the buyer agent and escrow to schedule the final walk-through before close of escrow. Sent as a courtesy to all parties.

Schedule

3 days before COE • 1 day before COE

💸 Signing & Close of Escrow (COE)

Alerts all parties that signing appointments should be confirmed and escrow is preparing to close. Final funding and recording reminder sent day of COE.

Schedule

3 days before COE • 1 day before • Day of COE

👥 Reminder Recipient Settings

Configure who receives each deadline reminder and whether they receive it by ✉ email, 📱 text (SMS), or both. Agent text opt-in is controlled per agent in their profile. All contacts sourced from the transaction intake form.

📱 Agent Text (SMS) Reminders — Master toggle for all SMS reminders to agents on this account. Individual reminder types can be further controlled in the table below. Requires a valid cell phone number on the agent's profile. Powered by Twilio / SendGrid SMS.

SMS: Active

👤 Agent

✉ Email opted in 📱 Text opted in

🏠 Escrow Officer

✉ Email opted in 📱 Text paused

🏠 Lender

✉ Email opted in 📱 Text paused

🔑 Co-op Agent

✉ Email opted in 📱 Text paused

+ Additional Parties

✉ Email opted in 📱 Text paused

Per-Reminder Channel Control — ✉ Email 📱 Text

Reminder Type	Agent	Escrow	Lender	Co-op Agent	Additional
Inspection Contingency	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text
Loan Contingency	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text
Appraisal Contingency	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text
Contingency Removal (CR)	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text
EMD Due	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text
Disclosure Delivery	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text
Final Walk-Through	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text
Signing & COE	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text	✉ Email 📱 Text

⚠ Text (SMS) compliance note: All SMS reminders require prior express written consent from each recipient under TCPA regulations. The TC confirms that consent has been obtained before enabling text reminders for any party. Text messages are sent via Twilio / SendGrid SMS integration. Standard carrier rates may apply to recipients.

+ Additional Reminder Parties

Add any additional parties who should receive deadline reminders on a per-transaction or global basis. Examples: title officer, HOA manager, attorney, home warranty rep, property manager, inspector.

Party Name

Email Address

Role / Type

Remove

📅 Reminder Email Timeline Preview & Date Override

Select a transaction to preview its full reminder schedule. As the TC, you can override any send date directly in the table. Changes are saved per file.

Select Transaction

Select a transaction above to preview its reminder schedule.

📧 Preview & Test

Send yourself a test version of any automation email to review formatting and content.

Email Type

Send Test To

Review Management

Manage your profiles, links, ratings, and send review requests across the top 5 real estate client review platforms.

Google Rating

4.9 ★

31 reviews

Zillow Rating

5.0 ★

18 reviews

Realtor.com Rating

4.8 ★

12 reviews

Trustpilot Rating

4.7 ★

9 reviews

RealSatisfied Rating

4.9 ★

22 reviews

Google Business Profile

google.com • Most trusted for local search

https://g.page/r/YourReviewLink

Your Google Review URL

4.9

Avg Rating

Reviews

Highest SEO value of any review platform. Appears directly in Google Maps and search results. Automated post-close email sent 7 days after COE.

Zillow Agent Reviews

zillow.com • #1 real estate consumer site

https://zillow.com/profile/YourProfile

Your Zillow Profile URL

5.0

Avg Rating

Reviews

Buyers and sellers searching for agents on Zillow see your reviews prominently on your profile. Automated post-close email sent 10 days after COE.

Realtor.com Reviews

realtor.com • NAR-affiliated platform

https://realtor.com/realestateagents/YourProfile

Your Realtor.com Profile URL

4.8

Avg Rating

Reviews

NAR-affiliated platform trusted by buyers and sellers looking for credentialed REALTORS®. Reviews display directly on your agent profile page. Automated email sent 12 days after COE.

★

Trustpilot

trustpilot.com • Global review credibility

https://trustpilot.com/review/axiosgrouptc.com

Your Trustpilot Review URL

4.7

Avg Rating

Reviews

Internationally recognized and trusted by consumers across industries. Builds broad credibility beyond the real estate space. Useful for FSBO and commercial clients. Automated email sent 14 days after COE.

RealSatisfied

realsatisfied.com • Real estate-specific surveys

https://realsatisfied.com/YourProfile

Your RealSatisfied Profile URL

4.9

Avg Rating

Reviews

Purpose-built for real estate with detailed client satisfaction surveys. Reviews integrate with many MLS systems and broker dashboards. Highly credible with lenders and brokerages. Automated email sent 10 days after COE.

📅 Automated Review Request Schedule

After each close of escrow, review requests are staggered across platforms so clients are not overwhelmed. All emails are personalized with the agent's name and the client's first name.

Days After COE	Platform	Email Subject (example)	Status
Day 7	Google Business	"We'd love your Google review, [First Name]"	Active
Day 10	Zillow + RealSatisfied	"Share your experience on Zillow & RealSatisfied"	Active
Day 12	Realtor.com	"Help other buyers find a great agent — leave a review"	Active
Day 14	Trustpilot	"One last thing — your Trustpilot review means a lot"	Active

📧 Send Review Request Manually

Send a review request to a specific client outside of the automated schedule.

Client Email

Client First Name

Platform(s)

Send Timing

My Agent Profile

Your profile data powers automated emails and your agent dashboard.

📷 Social Media Accounts

Facebook🔓

X (Twitter)🔓

Instagram🔓

TikTok🔓

YouTube🔓

Truth Social🔓

Platform	Post Preview	Scheduled For	Status	Actions
No posts scheduled. Generate a post above and click Schedule.

Retargeting & Ad Campaigns

Manage your pixel tracking codes and retargeting campaigns across major search and display platforms.

Active Pixels

↑ Google, Meta, Microsoft

Est. Audience Size

1.2k

↑ Retargetable visitors

Active Campaigns

Google Search + Meta

Est. Monthly Reach

4.8k

↑ Impressions this month

📿 Tracking Pixel Manager

Paste your pixel/tag IDs below. Your developer adds these to your live site.

🎯 Retargeting Campaign Strategy Guide

Each platform serves a different role in your overall retargeting strategy. Here is how to use them together effectively for Axios Group TC.

🔍 Google Search (RLSA)

Show ads to people who visited your site when they later search for "transaction coordinator California," "TC services for agents," or "real estate TC near me." Highest purchase intent. Best ROI for direct conversions. Budget: $300-$600/mo to start.

📷 Google Display Network

Banner ads that follow past visitors across millions of websites and apps. Keep Axios Group TC top of mind while agents are browsing the web. Low cost-per-impression. Great for brand awareness. Budget: $150-$300/mo.

📱 Meta (Facebook & Instagram)

Retarget visitors with scroll-stopping ads in their social feed and Stories. Layer interest targeting (real estate, CAR, NAR) with your website audience. Strong for visual storytelling and testimonials. Budget: $200-$400/mo.

◆ Microsoft / Bing Ads

Often overlooked, Bing captures older, higher-income searchers and has 30-50% lower CPCs than Google for the same keywords. Import campaigns directly from Google Ads. Budget: $100-$200/mo for strong supplemental reach.

💼 LinkedIn Sponsored Content

Target California licensed agents and brokers by job title, company, or professional group. Higher CPC than other platforms but unmatched precision for B2B real estate services. Recommended for quarterly lead campaigns. Budget: $300-$500/qtr.

🌟 Recommended Priority Order

Start: Google Search RLSA + Meta retargeting. Month 3: Add Google Display. Month 6: Add Bing for lower-cost reach. Ongoing: LinkedIn for B2B agent acquisition campaigns 2x per year.

🔗 Campaign UTM Link Builder

Build trackable URLs for each ad campaign so Google Analytics knows exactly which platform and ad drove each signup or form submission.

Base URL

Campaign Source

Medium

Campaign Name

Ad Content / Creative

Keyword (Search only)

🌐 Custom Audience Segments

Define audience segments to upload to each ad platform. These groups get shown different ad creative based on where they are in the decision process.

Segment Name	Description	Platform(s)	Recommended Ad	Status
Homepage Visitors	Anyone who visited axiosgrouptc.com in last 30 days	Google, Meta, Bing	Brand awareness banner	Active
Signup Page Visitors	Visited sign-up page but did not complete	Google, Meta	"Get started today" offer ad	Active
Intake Form Starters	Started a transaction intake but did not submit	Google, Meta	"We're ready when you are" reminder	Pending
Agent Lookalike	People similar to your existing signed agents	Meta, LinkedIn	Testimonial / social proof ad	Pending
CA Licensed Agents	Job title: Agent, Broker, Realtor • Location: California	LinkedIn	B2B value proposition ad	Scheduled

Integrations & Data Sync

Connect your transaction management platforms to import files, sync deadlines, and keep your Axios Group TC dashboard automatically up to date.

Connected Platforms

of 5 available

Last Sync

Never

Auto-syncs every 24 hrs

Transactions Imported

Total records pulled in

Sync Errors

All clear

📝 e-Signature & Disclosure Platforms

💾 Manual File Import

If your platform does not support live sync yet, you can export a CSV from any of the platforms above and import it directly into Axios Group TC.

Source Platform

Import Mode

Upload CSV File

📄

Click to upload CSV

Exported from Paperless Pipeline, SkySlope, Dotloop, Brokermint, or BoldTrail

Not sure how to export? Each platform guide is below.

📘 How to Export from Each Platform

Step-by-step export instructions for each supported platform.

Paperless Pipeline

Log in at paperlesspipeline.com
Go to Reports → Transaction Report
Set your date range and filters
Click Export → Download as CSV
Upload the file above

SkySlope

Log in at skyslope.com
Go to Transactions → All Transactions
Apply status filters as needed
Click the Export icon (top right)
Choose CSV and download

Dotloop

Log in at dotloop.com
Go to Profile → My Loops
Select loops to export
Click Actions → Export Data
Download the CSV and upload above

Brokermint

Log in at brokermint.com
Go to Transactions → Reports
Select Transaction Summary Report
Click Download → CSV
Upload the file above

BoldTrail (formerly kvCORE)

Log in at app.boldtrail.com
Go to Contacts or Transactions section
Click Filters to scope your records
Select all records → Export
Choose CSV format and confirm download
Upload the file in the import tool above

DocuSign

Log in at docusign.com
Go to Manage → Completed Envelopes
Select envelopes → Download → CSV Summary
Or export individual completed documents as PDF
Upload summary CSV or PDFs above

Glide

Log in at app.glide.us
Go to Transactions → select your transaction
Click Download Package to get the full disclosure PDF
Or use Glide API to pull transaction data directly
Upload disclosure PDFs to the file record above

⚡ Recommended e-Sign & Disclosure Workflow

When both DocuSign and Glide are connected, Axios Group TC can run a fully automated document workflow on every transaction.

📝

Step 1

Agent submits transaction via Axios intake form

🆕

Step 2

Glide auto-creates CA disclosure package pre-filled from intake data

📄

Step 3

DocuSign envelope sent to all parties for e-signature

✅

Step 4

Signed docs auto-saved to Google Drive or Dropbox under the file record

📈

Step 5

Dashboard updates deadline status. TC follows up on any pending signatures automatically.

💸 Payments & Billing

Str

Stripe

stripe.com • Payments, Subscriptions & Invoicing

Not connected

⚠ Security note: Your Stripe Secret Key should only ever be stored on your backend server, never in a browser or client-side code. When your developer builds the live integration, the secret key goes in your server environment variables only. The publishable key is safe to use in the front end.

📅 Monthly Retainer Billing

Stripe Subscriptions auto-bills the $200/month base fee on the 1st of each month for every retainer agent. Cancellations and upgrades update automatically when you change the plan flag in the Admin Panel.

📄 Per-File Invoicing

When a file closes, Stripe automatically creates and sends a branded invoice to the agent for the per-file fee ($595 standard, $450 retainer, $1,000 enhanced, $1,500+ FSBO, or calculated commercial rate).

🔒 Secure Checkout

Agents enter payment details directly in Stripe's hosted checkout — card data never touches the Axios Group TC server. Stripe handles PCI compliance, 3D Secure, and fraud detection automatically.

🏷 Stripe Product & Price Configuration

Create these products in your Stripe dashboard before going live

Product Name	Type	Amount	Billing Trigger
Retainer Base Fee	Subscription	$200.00 / month	1st of month, auto-renew
Standard File Fee	One-time invoice	$595.00	On file close (per-file agents)
Retainer File Fee	One-time invoice	$450.00	On file close (retainer agents)
Enhanced Services Fee	One-time invoice	$1,000.00	On file close
FSBO Coordination Fee	One-time invoice	$1,500.00+	On file close (variable)
FSBO MLS Entry (No Agency)	One-time invoice	$450.00	At time of MLS entry (add-on)
Commercial TC Fee	One-time invoice	4% or $2,500 min	On file close (calculated)

MRR

$400

2 retainer agents

Invoices This Month

↑ $3,100 billed

Overdue

All current

Next Payout

Jun 1

Stripe auto-deposit

🔐 How to get your Stripe API keys:

Create a free account at stripe.com
From your Stripe Dashboard go to Developers → API Keys
Copy your Publishable key (starts with pk_live_) and Secret key (starts with sk_live_)
To get the Webhook Secret: go to Developers → Webhooks → Add Endpoint, point it to your server URL, and copy the signing secret (starts with whsec_)
Always start with Test Mode keys (pk_test_ / sk_test_) during beta, then switch to Live keys when ready to charge real cards

Visit Stripe.com ↗

🔐 Agent Account Management

Manage agent plan flags, portal access levels, account status, and TC website branding. Admin only.

⚠

Admin Only. Plan flags set here control which portal views each agent can access. Per-file agents see intake and basic dashboard only. Retainer agents unlock the full portal including automations, documents, retargeting, and integrations.

🔓 Portal Access by Plan

Portal Feature	Per-File Agent	Retainer Agent	Admin
Dashboard (limited)	✓	✓	✓
Submit Transaction (Intake)	✓	✓	✓
Transactions (view own files)	✓	✓	✓
Client Database	✗	✓	✓
Email Automations	✗	✓	✓
Review Management	✗	✓	✓
Documents & Storage	✗	✓	✓
Retargeting Ads	✗	✓	✓
Integrations & Sync	✗	✓	✓
Stripe Billing & Invoicing	✗	✓	✓
DocuSign e-Signature	✗	✓	✓
Glide Disclosures	✗	✓	✓
Admin Panel	✗	✗	✓

👥 Agent Accounts & Plan Flags

Agent Name	Email	DRE #	Portal Access	Retainer Since	Status
Jane Demo	demo@axiosgrouptc.com	01234567	Full Access	Mar 1, 2026	Active
Robert M.	robert@realty.com	02345678	Basic Only	—	Active
Sarah K.	sarah@broker.com	03456789	Full Access	Jan 15, 2026	Active
Tom B.	tom@homes.com	04567890	No Access	—	Suspended

💸 Monthly Retainer Billing Summary

Overview of retainer agents, their monthly base fees, and file counts for the current billing cycle.

Agent	Base Fee	Files This Month	Per-File Total	Monthly Total	Bill Date	Status
Jane Demo	$200	4	$1,800	$2,000	Jun 1, 2026	Current
Sarah K.	$200	2	$900	$1,100	Jun 1, 2026	Current
Total Monthly Retainer Revenue				$3,100

🔁 Upgrade / Downgrade Agent Plan

Manually adjust an agent's plan flag. Changes take effect immediately and update their portal access in real time.

Agent Email

New Plan Flag

Effective Date

Admin Note (internal only)

Close More Deals.Stress Less. Serve Better.

Three Simple Steps to a Smoother Close

Sign Up & Agree

Submit Transactions

Close, Celebrate & Retain

Straightforward Pricing. Real Value.

Professional. Accountable. Certified.

Built for Real Agents. Proven Results.

What We Handle, Start to Finish

Seller Representation TC

Buyer Representation TC

Client Representation Agreements

Post-Close Follow-Up & CRM

Review Generation Campaigns

Agent Reporting & Analytics

Buyer Representation Agreement Drafting

Listing Agreement Preparation & MLS Entry

Commercial TC

FSBO Transaction Coordination

You Don't Have to Do This Alone

Service Agreement & Sign Up

Read the Service Agreement

Axios Group TC

Transaction Coordination Services Agreement

1. Parties

2. Scope of Services

3. Agent Responsibilities

4. Fees & Payment

5. Confidentiality

6. Limitation of Liability

7. Termination

8. Independent Contractor Status

9. Marketing & Automation Consent

10. Governing Law

10b. CATC Code of Ethics Compliance

11. Entire Agreement

Create Your Profile

Axios Group TC Sign Up

Axios Group TC — New Transaction Intake

Section 1 Representing Agent

Section 2 Property Information

Section 3 Client Information

Section 4 Contract & Timeline — Completed by Axios Group TC

Section 5 Escrow, Title & Lender

Section 6 Special Instructions & Notes

Agent Portal

Good morning, Jane ☀

Active Transactions

📅 Upcoming Automations This Month

Documents & Retention

📋 Document Retention Policy

📄 Auto-Naming & Folder Rules

📄 Recent Document Activity

📄 Upload Final Closing Statement — Post-Close Action

Listing Information Import

🔍 Agent Email Lookup

📄 Import Listing Data into New File

📄 Recent Listing Imports

All Transactions

Client Database

Email Automations

🎂 Birthday Emails

🏠 Home Purchase Anniversary

⭐ Google Review Request

📍 Zillow Review Request

🎉 Agent Sale Anniversary

🎄 Holiday Greetings

Task Completion Alerts — Agents & Clients

💸 EMD Received by Escrow

🏠 Loan Approval Confirmed

📈 Appraisal Ordered

✅ Appraisal Came In Clear

📄 Disclosures Delivered & Signed

🔑 Contingencies Removed

✍ Documents Signed & Sent to Escrow

🎉 File Funded & Recorded — Closed!

✓ TC Milestone Confirmation Panel

Due Date & Contingency Reminder Emails

📋 Inspection Contingency Deadline

🏠 Loan Contingency Deadline

Close More Deals.
Stress Less. Serve Better.