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:
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.
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.
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.
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.
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.
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.
You can submit your next contract in under 2 minutes.
👉 Start a New Deal Now
or
📅 Book a Quick Intro Call