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.


AI Powered TC Services

Agent Membership:


(Includes 1 Listing a 1 Contract to Close)

Team Membership:


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



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