Our Services
“We take care of the details, so you can focus on new opportunities”
From the moment the contract is signed until the keys are handed over, we manage every step to keep your transaction organized, on schedule, and stress-free. Think of us as your behind-the-scenes partners, handling the details so you can focus on your clients, closing more deals, and building new opportunities (or sitting back to relax if you’re the homeowner).
Cash/Conventional Transaction
Buyer Side
$595
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Review & Organize Contract Documents — Making sure everything is complete and accurate.
Track All Buyer Deadlines — Inspection periods, appraisal (if applicable), loan contingencies, and more.
Coordinate Communication — Keeping you, your agent, the lender, and other parties updated regularly.
Manage Paperwork Collection — Collecting all necessary buyer documents and signatures on time.
Schedule & Confirm Inspections and Appraisals — Helping coordinate home inspections, appraisals (for conventional loans), and any other required appointments.
Follow Up on Loan & Title Progress — Monitoring lender and title company to ensure timely processing.
Provide Status Updates — Keeping you informed throughout the process so there are no surprises.
Prepare for Closing — Double-checking final documents and confirming closing details.
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May Require Addiotnal Fees:
Schedule all appointments (Home Inspection, Termite, Final Walk through, etc)
Prepare request for reparis or any changes to contract
-
Some are optional too:
Review the draft escrow instructions
Review the Prilimary Title Report
Schedule all Appointments (Home Inspection, Termite, Final Walk through, etc)
Cash/Conventional Transaction
For Sale By Owner
$850
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Open escrow, obtain file number and request the Escrow Instructions, Commission Instructions and Preliminaries.
Contact all parties and introduce our role in the transaction as your Personal Closing Facilitator.
Thoroughly review the Purchase Agreement, Counter Offers, and Amendments to ensure that each document is fully executed with proper dates, initials, signatures and broker information.
Supply the executed Purchase Agreement to all parties involved in the transaction.
Enter all of the contacts, appropriate dates and documents into the transaction management service software - we will then invite all parties involved.
Order the Natural Hazard Report.
Prepare a Full Disclosure Package including all of the required C.A.R., broker forms and documents - we will then deliver these via mail, email or DocuSign directly to you and/or your seller.
Provide a completed Seller Disclosure Package and deliver to the buyer's agent and monitor a timely return, as well as ensure that all contract time-lines are adhered to.
Send copies of the termite and any other reports to buyer's agent and to escrow.
Order any requested escrow amendments.
Upload all documents, disclosures and reports into the transaction management service software as each one is received or fully executed throughout the transaction process.
Ensure that escrow has received all documents including the termite report, zone report, home warranty invoices, commission instructions and any other required documents.
Track escrow time-frames for receipt of earnest money deposit, delivery and return of escrow packages, and delivery of HOA documents as applicable.
Make sure that all disclosures and reports have been provided and ensure that all signatures, initials and dates have been completed.
Maintain weekly contact with all parties involved for status updates as well as items needing attention or that are outstanding.
Fully complete and deliver the completed digital paper file (PDF) to you or your broker.
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1. Preparing the Home
Clean, declutter, and stage the property for showings.
Complete necessary repairs or upgrades.
Take high-quality photos and/or videos for marketing.
2. Pricing the Property
Research comparable sales in your area (recently sold homes, similar size & condition).
Set a competitive and realistic asking price.
3. Marketing the Home
Write a compelling property description.
Advertise online (Zillow, Facebook Marketplace, Craigslist, etc.) and offline (yard signs, flyers).
Schedule and host open houses or private showings.
4. Handling Inquiries & Showings
Answer calls, texts, and emails from potential buyers and agents.
Coordinate showing schedules.
Present the property and highlight its best features.
5. Negotiating Offers
Review and compare all offers.
Negotiate terms, contingencies, and closing timelines directly with buyers or their agents.
6. Managing the Paperwork
Prepare and review contracts, disclosures, and required legal documents.
Ensure compliance with state and local real estate laws.
Creative Transaction
Hybrid
$1,750
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Open Escrow-Introductions made to all parties by TC in opening email or client if escrow is already open.
Send all associated contracts and addendums.
Request title report and timeframe for that report.
Verify they will be able to help with security agreements ( PN and DOT/Mortgage)
Verify how they prefer to handle the future release of these security docs.
Request seller fill out property disclosures
Conduct inspections and appraisals
Collect login information for all loans
request any other due diligence items during this time as this is usually your inspection period.
GET INSURANCE QUOTE
Verify owner information is who its supposed to be (jr, sr, etc)
Verify liens are as expected and if theyre not, how theyre going to be handled before closing.
Verify disclosures are finalized. Get info from the seller for where the keys will be left.
Prepare POA, 3rd party auth, insurance authorizations and optional HOA transfer docs
All parties review for accuracy.
Handoff to Title/Notary for Signing
(TELL TITLE THE BUYER WONT WIRE FUNDS IF THIS ISNT COMPLETE)
Verify the details from the contracts are on the closing statement and names are correct.
Make sure insurance is on the settlement statement.
Double check the PN and Security agreement are correct and how that agreement will be recorded.
EXPECT ERRORS!
Request signed copies of closing docs (POA , Auth, etc)
Verify wiring information.
Verify how long it will take to get recorded copies.
Make sure escrow knows WHO to send the originals to if its not the holder (Servicing)
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May Require Addiotnal Fees:
Schedule all appointments (Home Inspection, Termite, Final Walk through, etc)
Prepare request for reparis or any changes to contract
-
Some are optional too:
Review the draft escrow instructions
Review the Prilimary Title Report
Schedule all Appointments (Home Inspection, Termite, Final Walk through, etc)
Creative Transaction
Executory Contract / Agreement For Sale
$1,750
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Coordinate Opening Escrow
Review Purchase Agreement, Counter Offers, All Addendums
Ensure everything is fully executed with propert dates, initials, signatures, and the broker information is completed
-
May Require Addiotnal Fees:
Schedule all appointments (Home Inspection, Termite, Final Walk through, etc)
Prepare request for reparis or any changes to contract
-
Some are optional too:
Review the draft escrow instructions
Review the Prilimary Title Report
Schedule all Appointments (Home Inspection, Termite, Final Walk through, etc)
Creative Transaction
Commercial or Multifamily
Price Upon Consultation
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Coordinate Opening Escrow
Review Purchase Agreement, Counter Offers, All Addendums
Ensure everything is fully executed with propert dates, initials, signatures, and the broker information is completed
-
May Require Addiotnal Fees:
Schedule all appointments (Home Inspection, Termite, Final Walk through, etc)
Prepare request for reparis or any changes to contract
-
Some are optional too:
Review the draft escrow instructions
Review the Prilimary Title Report
Schedule all Appointments (Home Inspection, Termite, Final Walk through, etc)
Creative Transaction
Post-Closing Setup
$1,000
-
60-90 days after COE is where most Subto transactions go wrong IF they're going to go wrong.
Verify insurance has been bound and the payment was received.
Update the information with the lender to the buyers info.
Make sure the 3rd party authorization is on file with the lender but NOT the POA. Use the POA as your backup.
Upload the new policy with the lender and make sure it gets accepted before cancelling the old policy. You may need to work with the seller or just use your POA to cancel the old policy
If there is an HOA, make sure any logins are created or payments and contact information are updated. HOAs are SLOW and usually wont have this process finalized for 30-60 days after closing.
Keep in mind ALL of these processes require continuous verification and you cannot expect people to always do as you asked. There are alot of 3rd parties to rely on during this process.
Dont forget to collect copies of your recorded docs from title ( could take up to 30 days after COE)
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Additional Fees may be Required:
Monthly, Bi-Annual, OR Annual reviews to verify accounts: insurance, mortgage, HOA, etc.
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Cash/Conventional Transaction
Listing Side
$595
-
Open escrow, obtain file number and request the Escrow Instructions, Commission Instructions and Preliminaries.
Contact all parties and introduce our role in the transaction as your Personal Closing Facilitator.
Thoroughly review the Purchase Agreement, Counter Offers, and Amendments to ensure that each document is fully executed with proper dates, initials, signatures and broker information.
Supply the executed Purchase Agreement to all parties involved in the transaction.
Enter all of the contacts, appropriate dates and documents into the transaction management service software - we will then invite all parties involved.
Order the Natural Hazard Report.
Prepare a Full Disclosure Package including all of the required C.A.R., broker forms and documents - we will then deliver these via mail, email or DocuSign directly to you and/or your seller.
Provide a completed Seller Disclosure Package and deliver to the buyer's agent and monitor a timely return, as well as ensure that all contract time-lines are adhered to.
Send copies of the termite and any other reports to buyer's agent and to escrow.
Order any requested escrow amendments.
Upload all documents, disclosures and reports into the transaction management service software as each one is received or fully executed throughout the transaction process.
Ensure that escrow has received all documents including the termite report, zone report, home warranty invoices, commission instructions and any other required documents.
Track escrow time-frames for receipt of earnest money deposit, delivery and return of escrow packages, and delivery of HOA documents as applicable.
Make sure that all disclosures and reports have been provided and ensure that all signatures, initials and dates have been completed.
Maintain weekly contact with all parties involved for status updates as well as items needing attention or that are outstanding.
Fully complete and deliver the completed digital paper file (PDF) to you or your broker.
-
May Require Addiotnal Fees:
Review the Preliminary Title report.
Schedule all Appointments (Home Inspection, Termite, Final Walk Thru, etc...).
Prepare request for repairs or any changes to contract.
-
Some are optional too:
Review the Draft Escrow instructions.
Review the Preliminary Title report.
Schedule all Appointments (Home Inspection, Termite, Final Walk Thru, etc...).
Negotiate repairs or any changes to contract.
Complete Agent Visual Inspection.
Creative Transaction
Subject-to / Land Trusts
$1,500
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Open Escrow-Introductions made to all parties by TC in opening email or client if escrow is already open.
Send all associated contracts and addendums.
Request title report and timeframe for that report.
Verify they will be able to help with security agreements ( PN and DOT/Mortgage)
Verify how they prefer to handle the future release of these security docs.
Request seller fill out property disclosures
Conduct inspections and appraisals
Collect login information for all loans
request any other due diligence items during this time as this is usually your inspection period.
GET INSURANCE QUOTE
Verify owner information is who its supposed to be (jr, sr, etc)
Verify liens are as expected and if theyre not, how theyre going to be handled before closing.
Verify disclosures are finalized. Get info from the seller for where the keys will be left.
Prepare POA, 3rd party auth, insurance authorizations and optional HOA transfer docs
All parties review for accuracy.
Handoff to Title/Notary for Signing
(TELL TITLE THE BUYER WONT WIRE FUNDS IF THIS ISNT COMPLETE)
Verify the details from the contracts are on the closing statement and names are correct.
Make sure insurance is on the settlement statement.
Double check the PN and Security agreement are correct and how that agreement will be recorded.
EXPECT ERRORS!
Request signed copies of closing docs (POA , Auth, etc)
Verify wiring information.
Verify how long it will take to get recorded copies.
Make sure escrow knows WHO to send the originals to if its not the holder (Servicing)
-
May Require Addiotnal Fees:
Schedule all appointments (Home Inspection, Termite, Final Walk through, etc)
Prepare request for reparis or any changes to contract
-
Some are optional too:
Review the draft escrow instructions
Review the Prilimary Title Report
Schedule all Appointments (Home Inspection, Termite, Final Walk through, etc)
Creative Transaction
Wrap-Dispo
$1,750
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Coordinate Opening Escrow
Review Purchase Agreement, Counter Offers, All Addendums
Ensure everything is fully executed with propert dates, initials, signatures, and the broker information is completed
-
May Require Addiotnal Fees:
Schedule all appointments (Home Inspection, Termite, Final Walk through, etc)
Prepare request for reparis or any changes to contract
-
Some are optional too:
Review the draft escrow instructions
Review the Prilimary Title Report
Schedule all Appointments (Home Inspection, Termite, Final Walk through, etc)
Creative Transaction
Novation
$2,000
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Review ALL Contracts
Help send docs for signatures
Explain Contracts & Disclosures
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Additional Fees may be Required:
Speak to the seller, buyer, real estate agent, title/escrow agent, etc. to explain the process or answer any questions
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Must draft ALL Contracts
Do the Negotiations
Creative Transaction
Contract Consultation
$150
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Coordinate Opening Escrow
Review Purchase Agreement, Counter Offers, All Addendums
Ensure everything is fully executed with propert dates, initials, signatures, and the broker information is completed
-
May Require Addiotnal Fees:
Schedule all appointments (Home Inspection, Termite, Final Walk through, etc)
Prepare request for reparis or any changes to contract
-
Some are optional too:
Review the draft escrow instructions
Review the Prilimary Title Report
Schedule all Appointments (Home Inspection, Termite, Final Walk through, etc)
Creative Transaction
Lending Transactional, PML or HML
$800
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Coordinate Opening Escrow
Review Purchase Agreement, Counter Offers, All Addendums
Ensure everything is fully executed with propert dates, initials, signatures, and the broker information is completed
-
May Require Addiotnal Fees:
Schedule all appointments (Home Inspection, Termite, Final Walk through, etc)
Prepare request for reparis or any changes to contract
-
Some are optional too:
Review the draft escrow instructions
Review the Prilimary Title Report
Schedule all Appointments (Home Inspection, Termite, Final Walk through, etc)
Cash/Conventional Transaction
Buyer Side & Listing Side
$850
-
*We handle your transaction from start to finish with all the same services included with the Buyer Side and Listing Side.
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Please see Buyer & Listing Side
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Please see Buyer & Listing Side
Creative Transaction
Seller Financing
$1,500
-
Coordinate Opening Escrow
Review Purchase Agreement, Counter Offers, All Addendums
Ensure everything is fully executed with propert dates, initials, signatures, and the broker information is completed
-
May Require Addiotnal Fees:
Schedule all appointments (Home Inspection, Termite, Final Walk through, etc)
Prepare request for reparis or any changes to contract
-
Some are optional too:
Review the draft escrow instructions
Review the Prilimary Title Report
Schedule all Appointments (Home Inspection, Termite, Final Walk through, etc)
Creative Transaction
Lease Option
$1,500
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Open Escrow-Introductions made to all parties by TC in opening email or client if escrow is already open.
Send all associated contracts and addendums.
Request title report and timeframe for that report.
Verify they will be able to help with security agreements ( PN and DOT/Mortgage)
Verify how they prefer to handle the future release of these security docs.
Request seller fill out property disclosures
Conduct inspections and appraisals
Collect login information for all loans
request any other due diligence items during this time as this is usually your inspection period.
GET INSURANCE QUOTE
Verify owner information is who its supposed to be (jr, sr, etc)
Verify liens are as expected and if theyre not, how theyre going to be handled before closing.
Verify disclosures are finalized. Get info from the seller for where the keys will be left.
Prepare POA, 3rd party auth, insurance authorizations and optional HOA transfer docs
All parties review for accuracy.
Handoff to Title/Notary for Signing
(TELL TITLE THE BUYER WONT WIRE FUNDS IF THIS ISNT COMPLETE)
Verify the details from the contracts are on the closing statement and names are correct.
Make sure insurance is on the settlement statement.
Double check the PN and Security agreement are correct and how that agreement will be recorded.
EXPECT ERRORS!
Request signed copies of closing docs (POA , Auth, etc)
Verify wiring information.
Verify how long it will take to get recorded copies.
Make sure escrow knows WHO to send the originals to if its not the holder (Servicing)
-
May Require Addiotnal Fees:
Schedule all appointments (Home Inspection, Termite, Final Walk through, etc)
Prepare request for reparis or any changes to contract
-
Some are optional too:
Review the draft escrow instructions
Review the Prilimary Title Report
Schedule all Appointments (Home Inspection, Termite, Final Walk through, etc)
Creative Transaction
Morby-Method
$3,000
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Coordinate Opening Escrow
Review Purchase Agreement, Counter Offers, All Addendums
Ensure everything is fully executed with propert dates, initials, signatures, and the broker information is completed
-
May Require Addiotnal Fees:
Schedule all appointments (Home Inspection, Termite, Final Walk through, etc)
Prepare request for reparis or any changes to contract
-
Some are optional too:
Review the draft escrow instructions
Review the Prilimary Title Report
Schedule all Appointments (Home Inspection, Termite, Final Walk through, etc)
Creative Transaction
Rush Service Fee
$300
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Coordinate Opening Escrow
Review Purchase Agreement, Counter Offers, All Addendums
Ensure everything is fully executed with propert dates, initials, signatures, and the broker information is completed
-
May Require Addiotnal Fees:
Schedule all appointments (Home Inspection, Termite, Final Walk through, etc)
Prepare request for reparis or any changes to contract
-
Some are optional too:
Review the draft escrow instructions
Review the Prilimary Title Report
Schedule all Appointments (Home Inspection, Termite, Final Walk through, etc)
Creative Transaction
Servicing Setup
$1,000
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Coordinate Opening Escrow
Review Purchase Agreement, Counter Offers, All Addendums
Ensure everything is fully executed with propert dates, initials, signatures, and the broker information is completed
-
May Require Addiotnal Fees:
Schedule all appointments (Home Inspection, Termite, Final Walk through, etc)
Prepare request for reparis or any changes to contract
-
Some are optional too:
Review the draft escrow instructions
Review the Prilimary Title Report
Schedule all Appointments (Home Inspection, Termite, Final Walk through, etc)
Are you closing multiple deals a month & want to scale?
Take advantage of our Transaction Tiers:
Tier 1: 2-5 Files/Month = Discount 10% off each file
Tier 2: 6-10 Files/Month = Discount 15% off each file
Tier 3: 11 or more File/Month = Discount 20% off each file
Still have questions?
Book a FREE 15 minute Consutation
Contact us
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