OUR SERVICES
We don't just close deals - we perfect them!
With over 40 years of combined experience,
every file gets handled like it's our own.
BUYERS
Less chaos. More closings.
File Setup & Compliance
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Open transaction file in brokerage system
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Upload fully executed agreements and disclosures
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Confirm brokerage/MLS compliance requirements
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Review deed, zoning (if necessary) for any potential issues
Inspection & Appraisal
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Coordinate inspection scheduling
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Track repair negotiations
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Confirm appraisal ordered and received
Communication & Coordination
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Send introduction email to all parties
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Track and share all key contact information with parties
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Provide regular status updates to agent and client
Lender & Title Coordination
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Ensure lender has contract and addenda
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Monitor loan commitment and closing disclosure timelines
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Provide title with all executed docs and any addenda
Contract Management
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Review contract for signatures, dates, and accuracy
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Track contingencies
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Calendar critical deadlines and send reminders
Closing Prep
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Verify conditions cleared before closing
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Confirm final walk-through scheduled
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Review settlement statement for accuracy
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Deliver copies of closing package to parties after settlement
SMART FILES
INSTRUCTOR LED
PROVEN RESULTS
EXPERIENCED
SMOOTH CLOSINGS
SELLERS
Smart Files. Smooth Closings.
Stress-Free Agents.
File Setup & Compliance
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Open listing/transaction file in brokerage system
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Review purchase agreement for accuracy and completeness
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Review deed, zoning (if necessary) for any potential issues
Inspection & Appraisal
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Assist in scheduling and confirming access for inspectors/appraisers
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Monitor repair request process and addenda
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Ensure repair receipts are received and sent to buyers
Communication & Coordination
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Send introduction email to all parties
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Maintain communication with all parties
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Provide regular status updates to all parties
Title & Closing Coordination
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Provide title with executed contract and addenda
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Verify payoff requests submitted (mortgage, liens, HOA)
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Confirm settlement statement accuracy
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Coordinate signing and closing appointment with seller
Contract Management
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Track contingencies
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Monitor inspection deadlines
Post-Closing
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Deliver closing package to all parties
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Ensure commission disbursement authorization completed
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Close out transaction file for compliance
Disclosures & Documents
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Ensure all disclosures are complete and executed
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Coordinate HOA/condo docs, if applicable
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Track receipt of signed addenda
