Stop drowning in transaction details. We handle every closing. Communications, tracking, documents, and timelines - so you can focus on finding deals and growing your business. No overhead. No employees. Just results.
Dedicated support from day one. Real-time transaction tracking. Weekly updates on every deal's status. A secure agent portal where you can pull reports anytime. Peace of mind knowing nothing falls through the cracks—so you can focus on the next deal.
Buyer-side transaction - $450
Get disclosures distributed and signed
Send email introductions and next steps to title, co-op agent, lender, and you with the contract (s), contact sheet, and any needed actions
Send information to the buyer with EM deposit instructions, other needed items, and what they can expect next
Coordinate scheduling of inspection
Open compliance with your brokerage and keep it up-to-date with documents and any edits the office requests
Coordinate delivery of title, EM receipts, HOA, and any due diligence documents
Update you throughout about any outstanding deadlines or actions
Draft/deliver amends at your instruction
Ensure documents such as HOA docs, title commitment, and settlement statements are added to CTM and sent to you and your client for review
Regular and frequent proactive lender update requests throughout to make sure everything stays on track
Collect and distribute inspection receipts
Submit all documents for final compliance review and ensure you receive a CDA for payment at closing - if your brokerage offers one
Send your commission instructions to title once you’ve approved them and confirm they’ve been received with all instructions
Schedule closing with you, the title company, and your client
Send closing date, time, and location to client and co-op agent via emails and calendar events
Request clear to close with the lender before the loan objection deadline
Get key and access information for buyers
Complete and close your office compliance after the closing day
Upload all closing documents to CTM for your long term records
Listing Input - $100
Create a first-draft listing input into the MLS for agents to review and complete
Upload photos, virtual tours, and any supplements you send to us
Set up Showing Time instructions and notifications
Draft disclosures and get signatures
Open compliance with your office
Seller-side transaction - $450
Update MLS to Under Contract
Get disclosures distributed and signed
Send email introductions and next steps to title, co-op agent, lender, and you with the contract (s), contact sheet, and any needed actions
Send information to the seller about what to expect next and what may be needed from them
Instruct title to order HOA documents if needed
Send HOA document requirement checklist to the seller if they are self-pulling
Coordinate scheduling of the inspection
Update your office compliance to Under Contract
Coordinate delivery of title, EM receipts, HOA, and any due diligence documents
Update you throughout about any outstanding deadlines or actions
Draft/deliver amends at your instruction
Ensure documents such as HOA docs, title commitment. and settlement statements are added to CTM and sent to you and your client for review
Regular and frequent proactive lender update requests throughout to make sure everything stays on track
Collect and distribute inspection receipts
Submit all documents for final compliance review and ensure you receive a CDA for payment at closing - if your brokerage offers one
Send your commission instructions to title once you’ve approved them and confirm they’ve been received with all instructions
Schedule Closing with you, title, and your client and create a calendar event for everyone
Send closing date, time, and location to client and co-op agent and follow up on their closing time and desired walkthrough
Confirm clear to close with the lender
Update MLS to SOLD
Complete and close your office compliance
Upload all closing documents to CTM for your long-term records