top of page

What services are included on a standard file?

With great features such as our property websites and live escrow calendars we are able to do more for your business. Just look at some of the tasks we can take off your plate:

  • Create custom listing property website (with syndication!)

  • Create custom listing and disclosure packages

  • Create and renew craigslist ad

  • Assist with showing feedback service (under development)

  • Advertise open house and broker tour events

  • Pre-contract services for your buyers such as
    downloading disclosures and scheduling inspections all before even getting into contract!

  • Report new transaction to broker

  • Create transaction escrow calendar

  • Introduction letters to all parties

  • Open escrow with title

  • Order & schedule home inspections

  • Order geological report

  • Order HOA documents

  • Order for sale sign installation & removal

  • Schedule virtual tour photographer

  • Prepare all required disclosure documents for signatures

  • Obtain and process all reports

  • Post seller disclosures online for visitor access

  • Create property binders

  • Assist agent in coordinating open house activities

  • Process buyer’s deposit check to title

  • Assist removing contingencies

  • Verify increase of deposit/receive and route RID-11 form

  • Verify repair work authorization, and schedule work

  • Obtain all work clearances/invoices

  • Order/verify homeowner warranty

  • Obtain any remaining signatures needed/audit file

  • Verify loan docs drawn & in title

  • Audit escrow file & confirm terms

  • Obtain estimated closing statement

  • Schedule sign-off appointment

  • Schedule walk through appointment

  • Confirm COE on concurrent close

  • Confirm lender and buyer’s funds in escrow

  • Close of escrow/confirm recording

  • Note rent back period/process rental agreement

  • Arrange for buyer’s possession

  • Burn all transaction documents to a closing cd or USB

  • Send out thank you cards and assist with closing gifts

How do Brokers benefit? 


Brokers love our service because not only do their agents get the support they need, but they feel secure knowing the paperwork will be handled correctly and nothing will slip through the cracks. See some of the advantages from a Brokers point of view:

  • File is complete & all documents are signed correctly

  • All the appropriate disclosures are used

  • Clean & legible copies provided

  • Recruiting new agents

  • Retaining existing agents

  • Competitive edge in the market place

  • Increased Revenue agents produce more because they are free of paperwork and can focus more on marketing and selling

  • Risk Management

  • Minimizes liability

The bottom line is: Our service is designed to keep you and your Broker IN COMPLIANCE and OUT OF LIABILITY!


In today’s real estate market, agents handling multiple transactions may find there is not enough time in the day to handle the paperwork demands associated with every transaction. That’s why we’re here.

We can help coordinate your real estate transaction to ensure that everything runs smoothly from the date the listing agreement is signed to the close of escrow. The coordinating process is designed to keep you organized and informed throughout the entire transaction and to provide you and your broker a complete and well-documented file at the close of escrow.

With our help, you’ll find the time needed to market your talents to new clients, begin calling your old prospects, and even take that vacation you’ve been promising yourself. You are no longer tied down by paperwork, and free to do what you do best: GO SELL REAL ESTATE!

Best of all, our service allows you the support of a full time assistant; one-transaction-at-a-time. We’re as involved as you want us to be, this service is completely customizable. It all depends on your comfort level. Sign up for free and start feeling good about your escrows!

Anchor 1


No more worrying about signatures, deadlines, and outdated disclosures. 


Find time for lead generating, prospecting, and client relationships.


Our experienced team will make sure your transactions are complete and on time!

bottom of page