The Sage Team Private Office | Transaction Coordinator

Sloan Navarro

Transaction Coordination

Sloan oversees the details of every transaction from agreement through closing. Working closely with our advisors, clients, and the professionals involved, she coordinates documentation, timelines, requirements, and the countless moving pieces that need to come together along the way.

PERSONAL NOTE

The details matter because they affect people. A deadline isn’t simply a date on a calendar. There may be a move planned around it, a lender waiting on something, another home being sold, children changing schools, travel already booked, or an entire family expecting to wake up somewhere new. That perspective is a large part of how I approach my work at Sage. Once a transaction is underway, my role is to understand what needs to happen, when it needs to happen, and who needs to be involved — and then keep those pieces moving. I work closely with our advisors and the professionals surrounding your transaction so you don’t have to keep track of every document, deadline, or next step yourself.

For you, that means greater continuity throughout the process and a team that
remains closely connected to the details from contract through closing.

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