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How It Works
We’ll work with you on each unique transaction to get it to the closing table. Start with a free consultation to see if we’re a good fit then submit the transaction to kickstart the process.
Free Consultation
Submit Transaction
Open Escrow
Work Together
Closing Table
Submit Transaction
The very first step is to submit a new transaction for review. Once we have determined that this is a file we can work on, you will receive a notice that it’s been approved within 24 hours. Before opening escrow, you must sign a service agreement and pay the initial deposit.
Fill out New Transaction form
Receive approval
Sign service agreement & pay deposit
Open Escrow
Once the file has been reviewed and clarified if needed, we’ll send out an email to all parties officially opening escrow. If you haven’t selected an escrow agent, we can help vet potential title companies/closing attorneys to see if they are creative friendly.
File is reviewed for completeness
Choose escrow agent (title company/closing attorney)
Escrow is officially opened
Title Report
The very first step is to order a title report. This usually takes around 2 weeks but depends on the escrow agent. Once we receive the title report, we’ll go through any renegotiating factors such as liens that appear.
Title report is requested
Review title report
Potentially renegotiate
Ongoing Communication
Communication is so so so important in every transaction. Sometimes, it can make or break a deal. We step in and communicate with all parties on what is needed and follow up to make sure deadlines are met. You’ll receive weekly reports, if not more.
Daily check-ins
Weekly+ progress reports
Everyone on the same page
Closing Table
As closing approaches, problems may appear. We help resolve these issues to increase the chances of making it to the closing table.
Title report is requested
Review title report
Potentially renegotiate
After Closing
If you need it, we can help you set up your new property after closing. The mortgage and insurance transfer process is the #1 reason the due on sale clause is called. We can also help set up payments with a third party servicing company.