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Our services start from the receipt of an executed contract and are paid at closing; if the deal doesn’t close, we do not get paid.

Documentation Management

· Broker required documentation completed and submitted*

· We will draw up Amendments and get all parties to sign

· We send the CDA to the Title Company

· We turn in the Settlement Statement and Walk Thru to broker

· All transaction documentation stored securely

· Agent, client, lender, and title company access

Constant Client Contact

· Client is contacted on the first day a file is received

· We will contact the client at least once a week with a status update


· Video emails sent to the client throughout the process

· We mail the client letters throughout the process (addressed from you)

· We send the client a closing invitation

· We send out an end of the year letter for use with filing taxes

· We send the client a closing CD of all of the transaction documentation 3 weeks after closing

It’s in the Details—Coordination

· We coordinate inspections for you and confirm with other agent


· We stay in contact with Title Company and Lender

· We order resale docs and make sure they are delivered

· Time sensitive items are managed by our task list and reminders

· You are sent reminders about option ending, repairs, Just Sold cards, etc

· We check on status of CDA, Title Commitment, appraisal, etc

· We coordinate a closing time for you

· We change status in MLS all the way through to close out after SOLD


These are just a few of things we do as your assistant. Contact us for more details on how we can partner with you. 

Secure Electronic File 

Have a closing and need to pay? 

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