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Service Overview


Day 1

  • Intro & Expectations Email to Buyer.
  • Intro Email to Title/Attorney/Escrow/Other Agent with contract documents.
Day 2-3
  • Create Transaction Dates on your calendar. Send reminders of important dates.
  • Back Office: Create Transaction, add details and documents. Assist with missing/incomplete docs.
12- 15 Business Days Before Closing
  • Request CDA in Broker’s Back Office to ensure you are compliant and get paid!
  • If applicable, connect Buyers for seamless home warranty, utility & home services setup.
2-4 Business Days Before Closing
  • Ensure CDA is complete and sent to Title/Attorney/Escrow.
Important Note
  • You take care of all additional items such as all communication, coordination, and scheduling with clients & third parties, updating dates, etc.

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Introducing:

AI Powered TC Services

Agent Membership:

$99/month

(Includes 1 Listing a 1 Contract to Close)

Team Membership:

$299/month

(Includes 4 Listings and 4 Contract to Close's)

LISTINGS:

  • Send an introduction to sellers along with instructions needed
  • Create files in brokerage compliance systems: Dotloop, Brokermint and Skyslope included
  • Prepare listing disclosure documents and coordinate the signature process with sellers
  • Split and assign listing documents
  • Obtain missing signatures from clients
  • Auditing listing documents and will keep clients updated on missing signatures
  • Add On - MLS Entry

CONTRACT TO CLOSE:

  • Create files in brokerage compliance systems like: Dotloop, Brokermint and Skyslope included
  • Introduce third parties to the CTC process and timelines
  • Introduction sent to clients with summaries of deadlines and next steps
  • Email to you with a timeline of all items that will be handled
  • Send calendar invites for all deadlines for you
  • Auto-remind all agents and clients of all deadlines- Opt In Only
  • Generate document package for client completion & signature
  • Upload contract documents to compliance system
  • Split and assign contract documents
  • Obtain missing signatures from clients
  • Compile and collect signatures on addendas and amendments
  • Connect Buyers for seamless home warranty, utility & home services set up.
  • Auditing files keeping clients updated on missing signatures
  • Provide portal login and weekly file updates to agents
  • Send file update to agent prior to close

Be among the first to leverage this innovative new technology!

Contact Us to Get Started