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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

Step 01

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

Step 02

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

Step 03

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

Step 04

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

Step 05

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

(Optional) Step 06

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.

Transfer mortgage & insurance

Submit POA and other documents

Set up servicing