Every transaction runs on the same clock. We own each milestone on it so nothing slips — and you always know exactly where the file stands.
We work directly from your executed contract — reviewing, coordinating, and date tracking so every party moves toward the same closing date.
We review the executed contract, addenda, and disclosures for compliance — initials, signatures, correct names, and your broker's requirements. You'll receive a file review confirmation email so you know if anything is missing or if your file is clean, then we will send an introductory email and introduction group text to you and your client.
Introduction emails go out to the co-broke agent, title, attorney (if applicable), and lender — with contact information, critical transaction dates, and all executed documents. We confirm and receive the EMD receipt.
Every contingency date is tracked, with expiration reminders sent to you before dates arrive. We draft addenda, extensions, and cancellations per your direction — and never send anything out for signature before you've approved it and spoken with your client.
We notify the seller/listing side of inspection appointments and circulate repair or seller-credit addenda once executed. We confirm the statuses of the loan application, appraisal, and clear-to-close, and deliver association documents (if received), confirm application submissions, and approval status.
We confirm and obtain copies of the title commitment, lien search, survey, estoppel, preliminary and final settlement statements; confirm title has the lender's closing package; and run a pre-closing audit one last time.
We confirm the final walkthrough and closing appointments, send a pre-closing email to your clients, verify closing is complete, request the final settlement statement, and deliver a complete, broker-compliant file — then send the "Congratulations" email to you and your client.
Forward us your executed listing agreement or purchase & sale agreement. That's all we need to open the file and get to work.
We build the timeline, introduce every party, collect every document, and keep you and your client posted at each milestone.
You stay focused on your clients and your next deal. We make sure this one gets to the table clean, compliant, and on time.
