Why Work With Us?

✅ More Time, Less Stress – We handle the details so you can focus on sales.
✅ Transaction Compliance Made Easy – No more chasing paperwork—we keep everything in order.
✅ Marketing Support for Listings – We don’t just help with contracts; we help agents shine online!
✅ Professional Communication – Your clients and co-op agents will always be in the loop.
✅ Tailored to Your Business – Whether you’re a solo agent or part of a top-producing team, we customize our services to fit your needs.

Services

Pre-listing management
  • Draft listing into the MLS
  • Set up ShowingTime service
  • Schedule photography, staging, and signage if requested
  • Upload photos and virtual tour into MLS listing
  • Collect utility and general property information in advance, prior to contract
  • Gather due diligence documents ahead of time (including past inspection reports, repair/update invoices, warranties, appliance manuals, well/septic records, permits, and utility bills)
  • Enter transaction details in the office system
  • Submit the commission request within the office system
  • Send an introductory message to all involved parties
  • Schedule all key appointments, such as appraisal, inspections, and closing
  • Send deadline reminders per agent preference
  • Coordinate signatures and manage necessary paperwork
  • Conduct a preliminary file and document review
  • Submit the file for compliance review within the office system
  • Send the Commission Disbursement Authorization to the title company
  • Distribute reports and final documents to all parties, including a complete document file for clients
  • Close the transaction in the office system
  • Send a closing message with congratulations and thanks to all parties
  • Set up and close out the opportunity in the office system
  • Open a title order
  • Confirm Earnest Money Deposit (EMD) with escrow/title
  • Collect HOA information (if purchasing into an HOA)
  • Obtain a list of utilities & provide to the buyer
  • Submit the commission request in the office system
  • Send a welcome message to all parties
  • Share necessary documents with the co-agent
  • Configure the document management system (e.g., DocuSign, CTM, or DotLoop) with contact details, closer, lender, deadlines, and folders.
  • Arrange essential appointments, including appraisal, inspections, and closing
  • Send deadline reminders according to agent preferences
  • Manage paperwork and gather signatures as needed
  • Conduct an initial review of the file and documents
  • Check with Lender for Clear to Close (CTC) Status
  • Submit the file for compliance review in the office system
  • Send the Commission Disbursement Authorization to the title company
  • Distribute reports to all parties
  • Send closing emails with congratulations and thanks to everyone involved
  • Close out the listing in the MLS