Dual Agency & Intermediary Transaction Coordination
Both sides of the deal, one coordinator, and a paper trail that holds up.
In a dual agency or intermediary transaction, one brokerage represents both the buyer and the seller. Coordination requires two complete document sets, two compliance files, correctly executed dual agency or intermediary disclosures signed before the parties are brought together, and strict discipline about what information passes between sides.
Dual agency and intermediary files are where compliance problems concentrate. The disclosure has to be executed at the right moment, both sides need complete independent files, and the coordination has to keep the information walls your state requires. This is not a discount because it is one deal — it is more work, priced so you still save.
Paid at closing through title or escrow. Final pricing depends on state, transaction type and volume.
Everything in this service
State-correct disclosure sequencing
Texas intermediary notice, California disclosure and confirmation of agency, and each state's equivalent — executed at the point in the timeline the statute actually requires.
Two complete files, one timeline
Buyer-side and seller-side document sets built and maintained separately, driven off one shared deadline calendar so nothing double-books.
Information discipline
We coordinate logistics across both sides without moving confidential information across the wall.
Both compliance packages
Two audited, submitted, cleared files — because your broker needs both.
Everything in contract-to-close
Every element of the standard service, applied to both sides.
What happens, and when
Every file runs the same sequence. The dates come from your contract and your state — the sequence does not change.
| When | What happens |
|---|---|
| Pre-contract | Disclosure executed Dual agency / intermediary forms signed by all parties at the correct stage |
| Day 0 | Both files opened Two document sets, one deadline calendar |
| Through close | Managed in parallel Standard contract-to-close driven for both sides |
| Post-close | Two compliance files Both audited, submitted and cleared |
What a coordinator does not do
Coordination is administrative work. These stay with you or your broker:
- Advise on whether dual agency is permitted or appropriate in your situation
- Negotiate on behalf of either party
- Determine the correct agency status for your transaction
Available in 48 states
Each state gets its own task list, form set and compliance checklist. A Texas file runs on TREC deadlines; a New Jersey file waits for attorney review.
Dual and Intermediary: your questions answered
How is dual agency priced?
From $900 per transaction covering both sides — a saving against two separate sides. Pre-listing through close on a dual-agency property starts at $1,250. See pricing.
Is dual agency legal in my state?
It varies. Some states permit disclosed dual agency, some use an intermediary or transaction-broker model instead, and a few prohibit it. Confirm with your broker and your state real estate commission — that determination is theirs, not ours. Our job starts once the agency status is set.
Do you keep the two sides separate?
Yes. We coordinate logistics across both, and we do not carry confidential information from one side to the other.
Try us on your next file.
Book a 20-minute call. We'll walk your current process, confirm your states, and quote your exact rate.