What do you need from me?

• Before your 1st transaction with us, we'll ask you to complete a brief onboarding process to ensure we have all the correct information for you and your business.

• We'll also invite you to share certain credentials with us so we can access your brokerage’s compliance platform and your MLS.

How is my information stored?

• All credentials are locked in LastPass. Access is shared to team members without supplying any of the credential details.

• All documents are stored in Google Drive as well as DotLoop.

How do I submit a new transaction?

Once you’ve completed the onboarding process, simply fill out a quick handoff form, provide all of the executed documents, and we'll get right to work!

How will you update me on the transaction?

We will copy you on all emails sent pertaining to the file (at least until you tell us to stop) and we’ll send you a weekly Health Check highlighting the progress of your transactions and overall business.

When is payment for services due?

Payment is due upon successful closing of a transaction and is paid at closing by listing the fee on the Closing Disclosure.

Who pays the transaction fee?

Many agents list this fee on their buyer and listing agency agreements to be paid directly by the buyers or sellers. Others choose to pay this fee themselves.

How is the transaction payment collected?

• We will generate an invoice that will be added to the Closing Disclosure.

• It will either be deducted from the agent's commission or be included in the buyer's or seller's closing costs.

• In the event the attorney’s office, title company, or state law prohibits this from being deducted from the commission on the Closing Disclosure, the agent will be responsible for paying the invoice directly.

What happens if the transaction is terminated or canceled?

• We will assist in coordinating the paperwork, the release of the earnest money, payment of the due diligence fee, and updating compliance.

• In most circumstances, the transaction fee is voided in the case of a terminated or canceled contract.

What platforms do you utilize?

We adapt to the compliance platform required by your brokerage, including Command, DotLoop, SkySlope, and DropBox.

How do you handle documents needing signatures?

• Signatures will be managed within our DotLoop account.

• If you already use DotLoop, you can simply add us to your team in the appropriate loop.

• If you don't use DotLoop, don't worry - you'll still be added to the loop where you can access all files for a transaction.

How are repair requests handled?

• For buyer requests, just provide us with a highlighted copy of the inspection report or summary showing what the buyer is requesting and we'll type it up, coordinate signatures, and deliver to the listing agent.

• All repair negotiations are to be handled by the agent.

Do you attend final-walkthroughs or closings?

While we'd love to chance to meet buyers and sellers in person, we do not attend