For real estate agents

Your back office, handled.

White-glove transaction coordination and real estate administration for real estate agents. Every listing and every deal — paperwork, deadlines, compliance, client communication — run from setup to closing, with everyone on the file briefed before they have to ask. You do not have to think about any of it.

For agents with a book of business worth running properly — and no interest in managing the details.

Closing day — the keys change hands
Fig. 01 — Every file, from setup to closing.
WHAT WE DO

Everything on the file,
covered.

A transaction coordinator carries the paperwork on a file. A real estate admin takes the tasks you hand over, one at a time. The Back Office runs the whole file — listings, deals, paperwork, and the things that have not happened yet.

01

Listings, handled.

Your listing set up, entered, and kept compliant — paperwork signed, media and signage coordinated, sellers updated while it is listed.

  • The listing file — set up and compliant
  • ESRA and FINTRAC — prepared, completed, and on file
  • Listing entry and write-up — entered, checked, from your direction
  • Media and marketing coordination — photography, floor plans, iGUIDE; the Brochure designed
  • Signage, lockbox and expiry — ordered, updated at every status change, tracked
  • Listing documents — condo documents, RPR and title, gathered and on file
02

Deals, handled.

Every accepted offer run to closing — buyer paperwork ready before the offer, conditions and deposits tracked, lawyers briefed, possession prepared.

  • The deal file — from acceptance to closing
  • Buyer paperwork — EBRA, Purchaser Consent and FINTRAC, prepared before the offer
  • Offer drafted on request, for your review
  • Introductions and coordination — buyers, sellers, and the co-op agent, all through the back office
  • Conditions, deposits, and deadlines — tracked, chased, and met; Pending and Sold marked
  • The lawyer package; walk-throughs booked; possession checklists sent thirty days out
03

Paperwork, handled.

The documents behind the deal — everything executed, filed, and tracked; amendments and waivers drafted; compliance checked; the file closed and archived.

  • Every executed document — uploaded, filed, and tracked
  • Amendments and waivers — drafted on your direction
  • Compliance checks — title, RPR, and brokerage requirements; the Transaction Record Sheet on file
  • Conveyancing correspondence
  • If a deal collapses, the unwinding is handled too — then the file is closed and archived, and a testimonial requested thirty days after closing
04

Handled before you ask.

The watching brief — your Docket kept current, deadlines flagged early, missing pieces chased until they land, every file reviewed weekly.

  • Your Docket — your live file board: every file, deadline and missing piece, kept current through the day
  • Deadlines flagged ahead of time; gaps flagged the day they appear, not discovered at closing
  • Receipts and documents — chased until they land; every file reviewed weekly, so nothing drifts
  • Closing day — funds and keys confirmed, without you watching the clock
WHO WE HELP

Built for agents
who sell.

Individual agents

A book of business worth running properly — without managing the details.

High-volume teams

Many files in parallel, every one run to the same standard.

Luxury agents

Files run at a standard your clients can feel.

Agents across Alberta

Remote-first — the operation runs inside your own systems.

YOUR DOCKET

Your operations dashboard for every file — always current.

The Docket
Included · every file

Where do all your files and deadlines live? For most agents: in your head, keyed into a calendar by hand, or buried in the file. In yours, they live in The Docket — and you never have to ask where a file stands: conditions, closings, walk-throughs and payouts, tracked ahead of time and refreshed through the day, behind your own sign-in.

  • Every condition, deposit and closing date, flagged 7, 3 and 1 days out
  • Closings confirmed the day they happen — funds in, keys released
  • What needs you, kept separate from what is simply moving
  • Notes added as the file moves — check it any time, day or night

Named for the original docket — the clerk’s running record of a matter: every filing, every step, every date that mattered, in one place, always current.

The Docket app iconThe Docket

Add it to your home screen — it opens like an app. Verified sign-in, one login per client, yours alone.

A specimen Docket · TuesdaySpecimen
THE DAY
9:00 a.m.Deposit delivered · 14 Sample Street
12:00 p.m.Closing · 82 Sample Crescent — funds in, keys out 12:14
3:30 p.m.Walk-through booked for Thursday · 14 Sample Street
NEEDS YOU
SignPrice amendment · 305 Sample Avenue
3 daysInspection condition day, Friday · 14 Sample Street
1 dayDeposit due tomorrow · 9 Sample Avenue
DONE
✓Trade record sheet sent to the brokerage · 82 Sample Crescent
COMING UP
7 daysFinancing condition day · 305 Sample Avenue
Nov 30Closing · 9 Sample Avenue — lawyer packages go out Nov 24
PAYOUTS
On its way82 Sample Crescent · net $4,180.00, arrives Friday
A specimen — yours carries your files, refreshed through the day.
HOW IT WORKS

Started in
three steps.

01

Tell us what is piling up

A thirty-minute discovery call, or a few lines by message — your listings, your deals, whatever is stacking up between offer and closing. A written proposal with scope and pricing follows every call.

02

Onboarding

A one-time setup — $450, once per client, not per file: your systems, your folders, your Docket, built properly.

03

Handled

Files run from listing or accepted offer to closing. You see everything, any time, on your Docket.

PRICING

Simple per-file
pricing.

A typical buyer file runs about $500; a typical listing about $750. The meter below is how that happens — and the caps are the ceiling, not the cost.

Active
$500 per file, per month

The file is moving — offers, conditions, deadlines, a closing ahead.

Maintenance
$250 per file, per month

The file is open but quiet — listed and waiting, or holding between stages.

No charge
$0

While a file sits dormant, billing stops — and those months are never billed later. An unaccepted buyer offer bills $0, too.

The billing breathes with your load — fewer active files in a quiet month means a smaller invoice, automatically.

Onboarding is $450, one time, per client · Work outside scope is $125/hr, pre-approved in writing · Billed monthly, in arrears — no files in a month, no bill · Every file is capped at $1,000 per buyer file and $1,500 per listing file — a ceiling a long file can run into, not what a typical file costs · A month where a file is on the desk fewer than seven days does not bill — and when that short month is a file’s first, the month that follows is treated as its launch month and bills Active, whatever its activity · Dormant: a listing with no offer activity and no work outstanding for three straight months.

Billing examples

backoffice.
Sample

INVOICE

Invoice #: SAMPLE
Billing period: One sample month
Terms: Net 10
Billed to
A real estate agent
From
The Back Office Co.
team@backofficeyyc.ca
418 Mapleton Drive SE · buyer file, goes firm this monthActive$500.00
27 Brookpark Crescent SW · listing, a quiet monthMaintenance$250.00
905 Riverbend Drive SE · buyer file, long closing, in the waitDormant$0.00
312 Springbluff Boulevard SW · listing, cap reached earlier in the fileNo charge$0.00
Subtotal$750.00
GST (5%)$0.00
Amount due$750.00

No GST charged — small supplier (registration threshold not yet reached).

The dormant buyer file bills $0.00 while it waits — dormant months are never billed later. The listing at its cap bills $0.00 — no file can cost more than its cap.

And one file at a time, start to finish:

Sample file

Buyer file

Aug · accepted Aug 28 — seven-day rule$0
Sep · conditions & deposit — Active$500
Oct · closed Oct 1 — seven-day rule$0
Total$500
Sample file

Buyer file — long closing

May · accepted — seven-day rule$0
Jun · goes firm — Active$500
Jul · post-firm month — Maintenance$250
Aug onward · the long wait — Dormant$0
Closing month · Maintenance · cap reached$250
Total$1,000
Sample file

Listing

Mar · launch — offer in, firm — Active$500
Apr · holding to closing — Maintenance$250
Apr 22 · closed—
Total$750
Sample file

Listing — sitting on the market

Feb · launch — Active$500
Mar · listed, quiet — Maintenance$250
Apr · listed, quiet — Maintenance$250
May · offer in — Active · cap reached$500
Jun–Oct · cap reached — closed in October$0
Total$1,500

If a listing does not sell, or a deal collapses

This desk is paid for the work it does, not for the outcome of the sale — the same as your photographer and your stager. While a listing sits, the fee carries the work that gives the home its best chance and keeps your sellers settled: updates sent on schedule, the entry kept current, and the expiry tracked on a runway, so price and renewal are conversations you have early instead of late.

And the meter is fair about a file that is going nowhere. Three straight months with no offer activity and no outstanding transaction work, and the file goes dormant at $0 until it moves again. If an offer comes in and falls apart, the listing goes back on the market and the same meter runs — nothing starts over, and the cap still stands.

The same fairness runs on a buyer file. If an accepted deal collapses, the file bills one Active month for the work done, the unwinding bills $0, and the file closes — nothing carries forward.

MEMO · YOUR OWN BOOKS

Agent bookkeeping.

Your practice books kept current month over month, the way your files are — bookkeeping, reconciliations and the state of the books on one page each month — and every file’s income and expenses tracked to the file, so each deal shows what it made. The books live in your own system — and if you do not have one set up, we will set it up in QuickBooks Online. From $395 a month — setup included with your files, $150 one time for books alone — scoped in writing, like everything here. How agent bookkeeping works

Your files and your books — one desk, one standard.
MEMO · THE ROSTER

Now onboarding a small roster for 2027.

The roster stays small on purpose: a limited number of agents, each file run inside the same system. Founding clients come in on founding terms — onboarding waived, and the published rates and per-file caps locked for the first twelve months — first in line as the roster grows.

When the roster is full, it is full. If you want the operation built around how you work, this is the moment to raise your hand.
ABOUT THE BACK OFFICE

One back office,
one standard.

The Back Office Co. is founder-led by Geneva Bast — 25 years in business operations and financial administration, the last ten in real estate.

  • Transaction coordination — 319 deals coordinated since 2019, $437M in volume, zero missed deadlines — including complex residential, commercial, rural land, development and multifamily transactions
  • Compliance and deadlines — brokerage compliance on every file — agreements, FINTRAC, trade records — plus the corporate and financial compliance of a multi-entity real estate and investment business: filings, remittances and reporting kept current across every entity. FINTRAC fundamentals certified
  • Operations and administration — ten years in real estate: three in development, seven coordinating transactions and running the day-to-day for high-performing real estate teams and luxury agents
  • Systems and workflows — deep experience in Pillar 9, SkySlope, ShowingTime and the brokerage systems; set up the systems and workflows behind a high-performing real estate team — and built the Docket every file here runs on
  • Bookkeeping and financial administration — financial administration of a multi-entity real estate and investment business, more than a dozen bank accounts across its entities, reconciled every month; property management accounting for 200+ units, including accounts payable, forecasting and owner reporting

The details are covered. The deadlines are met. You can get on with business.

Geneva Bast arriving, files in hand
Fig. 02 — Arriving, files in hand.

Not a staffing agency. Not a virtual-assistant marketplace. One dedicated back office, run inside your own systems, with your Docket current through the day.

More about The Back Office Co. →

FAQ

Filed under F.

Straight answers, no fine print.

How do you get access to my systems?By invitation, wherever a system allows it — you invite us in, and the access stays yours. The CREB stack runs under CREB’s unlicensed-assistant arrangement once your form is filed. Everything else runs inside your own accounts. Logins are set up together.
Is there a minimum commitment?Three months to start, then month-to-month, with 30 days’ notice either way. Start with a single file — the written agreement sets out the term and the notice in plain language before anything is signed.
How does billing start, stop, and pause?A seller file begins at listing launch; a buyer file begins at an accepted offer — unaccepted buyer offers open no file and bill $0. No files in a month, no bill. Listing with no offer activity and no outstanding transaction work for three straight months goes dormant at $0 until it reactivates or closes, and dormant months are never back-billed. A file on the desk fewer than 7 days in a month does not bill that month. The caps stand either way — $1,000 per buyer file, $1,500 per listing file.
Where do my files live?In your own folders — and if a structure is not in place yet, the setup builds it: one folder per property, named and in order. Your documents and data are always yours. The systems behind them — The Docket and the workflows — stay with The Back Office Co.
How do you work with my clients?Under your brand, and at your direction. Clients hear from the back office as your office, and introductions name the role plainly — unlicensed assistant to you. The updates are professional and consistent; the advice, the negotiations and the decisions stay with you, and the client relationship remains yours. Nothing goes to a client that you would not send yourself.
Is this a virtual assistant service?No. A virtual assistant works task by task, at your direction — inbox, calendar, data entry, errands. The Back Office runs the operation around your files: listings, deals, deadlines, documents, and client communication, run as one system and handled before you have to ask. An assistant supports a person. This desk runs the file. The longer version: Assistant, coordinator, or back office?
Do you do bookkeeping for agents?Yes. Your practice books can run on the same desk as your files — kept current month over month, reconciled, with the state of the books on one page each month. Each file carries its own profit and loss — income and expenses tracked to the file, coordination fees included. The books live in your own system — and if you do not have one set up, we will set it up in QuickBooks Online. From $395 a month, scoped and priced in writing before anything starts. Setup is included for agents whose files run on this desk; books alone, setup is $150, one time.
Do you handle CRM, lead management, prospecting, my inbox?No — deliberately. Your CRM, lead management, prospecting and inbox are your business development and your client relationships; they stay yours. The Back Office is white-glove transaction management: listing administration, contract-to-close coordination, and brokerage compliance — the file work on this page, run as one operation. It is operations management, not virtual assistance, and the scope is defined in writing. Anything that requires your licence stays with you. The full line, item by item: What an unlicensed assistant can (and cannot) do.
Do you handle social media and marketing?Social media, no. Your accounts speak in your voice, to your audience; that is business development, and it stays yours. Marketing pieces are different: a website, a specialized presentation or a print piece is production work, and pieces like those are possible as a separate project, at the out-of-scope rate.
My brokerage already has a transaction coordinator — why would I need this?A brokerage coordinator serves the whole office: every agent’s files, in the brokerage’s order, inside the brokerage’s systems — and the queue does not pause when they are away, or when month-end lands. This desk runs your book only: your files in your own systems, your Docket current through the day, your sellers and buyers hearing from your office, and the capacity held for files with more moving pieces — luxury, rural land, development. Nothing against the brokerage desk; it answers to the brokerage. This one answers to you.
What happens at the end of an engagement?Your files stay yours — everything in your folders remains with you, complete. The systems behind them — The Docket and the workflows — are The Back Office Co.’s, and they stay with the back office.

Let’s take it
off your desk.

Tell us about your business and how we can help. A few lines is plenty — every message is read and answered by the back office itself. White-glove, start to finish — we will take it from there.

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