Pick what the file needs

From the signed contract to the closing table — buyer side or seller side.

• Contract and addenda sent to title and the lender
• One timeline with every date: escrow deposit, inspection period, loan approval, closing
• A reminder to you before each deadline
• Inspections, appraisal and final walkthrough scheduled
• Signatures and initials tracked down
• HOA or condo approval followed up when there is one
• Regular status updates, so nobody has to ask
• Complete file, ready for your broker

From the signed listing agreement to closing, on the seller side.

• Listing paperwork checklist: listing agreement, seller's disclosure, lead-based paint form for homes built before 1978
• HOA or condo documents requested early
• Offers and counters organized in one place
• Once it's under contract, everything in Contract to close

Lease transactions, for the landlord's agent or the tenant's agent.

• Lease agreement and addenda signed, initialed and complete
• Application paperwork collected and sent where it needs to go
• Deposits and move-in funds tracked
• Move-in date and key handoff coordinated
• Complete file, ready for your broker

A second set of eyes before you send the file to your broker.

• Every signature, initial and date checked
• Contract dates checked against the addenda
• Missing pages and disclosures flagged
• Notes back to you, so you can fix it before you submit