Products & Services
1
Full Service Package
Our Contract to Close process is crafted to provide service to both our Agents and their clients. Recognizing that every transaction is distinct, our system adjusts to the unique requirements of each deal, client, and agent. We are dedicated to providing a smooth transaction experience, ensuring that all of your clients' needs are thoroughly addressed.
2
Compliance Package
Our Compliance Package streamlines the contract to close process by emphasizing on compliance and paperwork. This package provides a clear overview of required documentation, ensuring that all legal and regulatory standards are met. Perfect for those looking to achieve that peace of mind throughout their closing experience.
3
A la carte Services
our exclusive à la carte items designed to elevate your experience and provide the additional coverage you need. These services are tailored to assist you with tasks that would otherwise consume your valuable time, allowing you to focus on what truly matters. Let us take care of the details while you concentrate on the bigger picture.
Our Contract to Close process is tailored to deliver exceptional service to both our agents and their clients. Recognizing that every transaction is unique, we offer a fully customizable system that adapts to the specific needs of each deal, client, and agent. We dedicated to providing a seamless transaction experience, ensuring that all client needs are met effectively and efficiently.
AGENT SETUP
OnBoarding Call
We'll discuss your processes and preferences to tailor our services to your specific needs.
Workflow and Template Customization
We'll create custom workflows and email templates to streamline your operations.
Vendor Management
We'll establish relationships with preferred vendors and manage communication to ensure smooth transactions.
Team-branded email setup
We'll set up branded email addresses to enhance your professional image.
Regular meetings
We'll schedule weekly or monthly meetings to discuss feature requests and ongoing improvements.
Ongoing support
We'll provide ongoing support for workflow and template management.
FULL SERVICE PACKAGE
RATIFICATION
Contract Review
We'll review your ratified contract to ensure compliance with all relevant regulations.
Earnest money verification
We'll confirm that the required earnest money has been submitted.
Brokerage software integration
We'll enter contract information and documents into your brokerage compliance software for efficient tracking.
Deadline management
We'll communicate and confirm all important dates and deadlines to keep the transaction on track.
CONTRACT TO CLOSE
Information gathering and distribution
We'll gather and deliver all relevant information to the appropriate parties.
Client communication
We'll check in with the client regularly to keep them informed and address any concerns.
Email updates
We'll send out emails with important dates, next steps, and reminders.
Party coordination
We'll assist with contacting and connecting all parties involved in the transaction.
Document verification
We'll verify that title and lender have received all required documents.
Form completion
We'll ensure that attorney and title forms are completed accurately and timely.
ADDITIONAL SERVICES
Home Warranty
We can order home warranties upon request.
Inspection Coordination
We'll set all inspections, confirm with all parties, coordinate access, and send reminders.
Repair coordination
We'll coordinate repairs using your preferred vendors, schedule times, collect invoices, and keep all parties informed of progress.
Document gathering
We'll assist with gathering documents such as elevation certificates, surveys, plats, etc.
Insurance assistance
We'll help with the insurance binding process by obtaining quotes and investigating flood policy assumptions.
Utility information
We'll compile a list of utilities and contact information.
Mortgage payoff assistance
We'll assist with obtaining current mortgage payoff authorization forms.
Appraisal support
We'll support the appraisal process by ensuring it's ordered, confirming contingency removal, and keeping all parties informed.
CLOSING AND POST-CLOSING
On-time closing
We'll work to ensure you close on time with minimal stress.
Invoice and addendum delivery
We'll deliver all invoices and addendums to the appropriate parties.
Closing detail coordination
We'll coordinate last-minute closing details like wiring instructions and reminders.
Lender communication
We'll check in with the lender to confirm dates and receipt of the initial CD.
Closing scheduling
We'll set dates and times for closing.
Utility information delivery
We'll send the utility list to the client.
Settlement statement review
We'll review the settlement statement and communicate any corrections to the attorney.
Funding confirmation and closing package
We'll confirm funding and obtain the signed closing package.
Final audit
We'll complete a final audit to ensure accuracy and compliance.
Testimonial and post-close email
We can request testimonials and schedule post-close emails.
COMPLIANCE PACKAGE
Contract package review
We'll review your ratified contract package to ensure compliance.
Audit and package delivery
We'll provide an audit back to the agent and send the completed package to all parties.
Brokerage software integration
We'll enter contract information and documents into your brokerage compliance software.
Deadline tracking
We'll add major deadlines and events to the agent's calendar.
System portal access
We'll provide agent and client access to a system portal where they can track the progress of their transaction, view important documents, and contract details.
Document gathering
We'll gather provided documents to compile a closing package.
Closing package delivery
We'll send the closing package to all involved parties.
Preliminary closing statement request
We'll request a preliminary closing statement for agent review.
Testimonial and closing reminder assistance
We'll assist the agent in sending testimonials and/or closing reminders.
A LA CARTE SERVICES
MLS Input Service
Quickly get your listing live. We handle the accurate data entry of your listing details into the MLS draft system, saving you valuable time and ensuring all fields are populated.
Contract Offer Document Service
Seamless offer creation. We prepare and generate all necessary contract offer documents, ensuring they are accurate, complete, and ready for your client's review and signature.
Listing Document Service
We generate the full suite of required listing documents (e.g., listing agreement, disclosures, addenda), professionally prepared and organized for a smooth client signing process.
Buyer Agency Document Service
We prepare all essential buyer agency documentation (e.g., buyer representation agreement, disclosures), ensuring compliance and readiness for your new client.
