Real Estate Transaction Coordinator Retainer Agreement

A client contract for real estate transaction coordinators working on a monthly retainer basis with agents, brokers, or real estate teams. 

When do I need this contract template?

This contract is designed for real estate transaction coordinators who provide ongoing transaction management services on a retainer basis.

It is ideal if you:

• Manage multiple transactions each month for real estate agents or teams.

• Handle tasks such as verifying contracts, coordinating with title companies and lenders, and tracking key deadlines.

• Offer monthly retainer packages or hourly add-ons based on transaction volume.

What does this contract include?

This customizable legal template helps you set clear expectations with clients, get paid on time, and protect your business if a dispute arises. It covers everything from payment terms and overtime rates to client responsibilities and how to terminate or renew the relationship fairly. With this agreement in place, you can work with confidence and maintain professionalism in every deal.

This Real Estate Transaction Coordinator Retainer Agreement Template includes the following provisions:

• Purpose of Agreement

• Scope of Work (with example packages and quantified service examples)

• Terms of Payment

• Payment Failure and Late Payment

• Overtime and After-Hours Work

• Expenses

• Timeline and Transaction Deadlines

• Term and Automatic Renewal

• Cooperation and Client Responsibilities

• Opportunity to Cure

• Independent Contractor Status

• Freedom to Provide Services Elsewhere

• Use of Coordinator’s Own Equipment, Materials, Supplies, and Tools

• Coordinator’s Agents

• Confidentiality and Non-Disclosure

• Accreditation and Promotions

• Taxes and Liabilities

• Termination of Agreement

• Declaration by Coordinator

• Security

• Force Majeure

• Warranties

• Limitation of Liability

• Indemnification

• Governing Law

• And more!