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California Real Estate Transaction Tiers

Choose the level of support that fits your production. Our team ensures every file is compliance-ready and every deadline is met with precision.

Professional Tier

Clean. Structured. Managed.

• Contract review + compliance setup
• Document uploads to broker portal
• Critical date tracking and timelines
• Disclosure management and routing
• Escrow and lender coordination
• Compliance audit and close-out

Executive Tier

Elevated Client Support.

Everything in Professional, plus:
• Buyer/Seller welcome communication
• Proactive follow-ups with all parties
• Repair request coordination
• Addendum preparation and tracking
• Priority handling for time-sensitive items
• Weekly status updates (Agent & Client)

Private Client Tier

Concierge Management.

Everything in Executive, plus:
• Listing-to-contract coordination
• RPA preparation and tracking
• Inspection and vendor scheduling
• Access coordination for all parties
• Custom workflow & issues management
• After-hours urgent support

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