Redefining Success for Real Estate Agents
Elevate your business with professional transaction management designed to streamline workflows and provide total file visibility.
Professional
Clean. Structured. Fully Managed.
• Contract review + compliance setup (SkySlope / broker system)
• Upload of all transaction documents to broker portal
• Timeline creation + critical date tracking
• Contingency tracking and management
• Disclosure preparation, routing for signature, and completion tracking
• Escrow and lender coordination (document requests communicated and tracked)
• Inspection coordination + timeline management
• Commission review + file accuracy verification
• Close-out + compliance audit
• Professional support during standard business hours
Executive
Fully managed for you. Elevated for your clients.
Everything in Professional, plus:
• Client onboarding experience (buyer/seller welcome communication)
• Proactive follow-ups with all parties to maintain momentum (no chasing required)
• Calendar management + critical date tracking and reminders
• Repair request coordination support (prepared, routed, and tracked to completion)
• Addendum coordination (prepared, routed, and tracked to completion)
• Daily file management with active oversight
• Priority response times for time-sensitive items
• Dedicated transaction portal for file access and real-time updates
• Weekly status updates (agent + client ready)
Private Client
Concierge-Level. Fully Managed. End-to-End.
Everything in Executive, plus:
• Listing-to-contract coordination included
• RPA coordination (prepared, routed, and tracked to completion)
• Full transaction ownership from listing to close
• Real-time response handling for time-sensitive matters
• Client-facing deal reporting and milestone updates
• Inspection scheduling and coordination (home, termite, specialty)
• Access coordination (agents, tenants, sellers)
• Vendor scheduling and coordination (appraisal, escrow requests, etc.)
• Custom workflow tailored to your business and preferences
• Proactive issue prevention and resolution management
• Priority after-hours support for urgent matters
• After-close coordination
Designed for agents who want full ownership of the transaction handled on their behalf—while delivering a seamless, elevated client experience.