From Contract to Close: Our Exact Workflow

Here’s how we manage your deals step-by-step — so nothing slips through the cracks

At DualCo, we believe that consistency creates confidence — for you and your clients.

That’s why we follow a clear, detailed workflow on every transaction we manage. When you submit a deal to us, you’re handing it off to a team that’s organized, proactive, and obsessed with the details.

Here’s exactly what happens after we receive your contract:

🟢 1. Deal Intake & Review

As soon as you submit a deal through our intake form, we review it for:

• Contract accuracy

• Missing documents or signatures

• Key dates and deadlines

• Parties involved (title, lender, agents, clients)

We’ll flag any immediate issues and confirm we’ve received everything we need to get started.

📅 2. Timeline Creation & Task Setup

We build out your custom transaction timeline using:

• Option and earnest money due dates

• Contingency periods

• Appraisal and financing deadlines

• Closing prep steps

Then we drop everything into our internal task board and start assigning reminders and automations — so nothing gets missed.

✉️ 3. Welcome Emails & Communication Kickoff

Your clients receive a warm, professional welcome email from our team introducing ourselves as your transaction coordinator, along with:

• An overview of what to expect

• Key action items and timelines

• Contact info for title, lender, etc.

You’re cc’d on everything so you can stay in the loop — without having to manage the messaging.

🔁 4. Ongoing Coordination & Updates

Throughout the deal, we:

• Confirm and track option and earnest money delivery

• Communicate with title, lender, and vendors

• Send contract reminders and deadline nudges

• Update you (and your clients) on progress and next steps

Our goal is to keep everyone aligned and proactive — so your transaction feels seamless, not stressful.

📦 5. Closing Prep & Wrap-Up

As the deal approaches closing, we:

• Confirm walkthrough and funding details

• Send final reminders to all parties

• Ensure closing documents are complete

• Wrap the file and send a clean closing summary for your records

We don’t disappear after option period — we’re active all the way through the finish line.

🔄 And If You Work With the Lender Too…

This is where DualCo stands out. If you refer the buyer to a lender Morgan is coordinating with, we support both sides — syncing communication and timelines to eliminate the usual disconnect.

✨ Want This Level of Support on Every Deal?

You can submit your next contract in under 2 minutes.
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