Our Services
Listing Lite
Best for agents who want relief from overwhelming listing paperwork.
Our Listing Lite service ensures the paperwork side of your listing is handled accurately and efficiently, so you can focus on preparing the property for market. We manage the collection, preparation, and review of all required listing disclosures, ensuring documents are compliant and ready for MLS and brokerage submission.
Our Listing Lite service includes:
- Review of the listing agreement for completeness, accuracy, and execution
- Preparation of required disclosures and applicable addenda
- Coordination with the agent to gather missing information
- Requesting HOA and condo documentation when applicable
- Collecting utility and vendor information from the seller
- Preparing disclosure attachments for the agent to upload in MLS
- Uploading documents and completing broker compliance file input
- Introductory email to the seller outlining our role in the transaction
MLS data entry remains the agent's responsibility.
Dual Representation
For agents representing both buyer and seller, this service includes full transaction coordination for both sides, ensuring communication remains clear, compliant, and properly aligned.
Other Side Not Represented?
When the other party is unrepresented, additional coordination, documentation, and communication are required. For this reason, these transactions are treated as dual-representation transactions.
Contract to Close
Best for agents who want end-to-end support and peace of mind from contract to keys.
Our Contract-to-Close Management service provides full transaction coordination from executed contract through closing. We manage documents, timelines, communication, and broker compliance to ensure every milestone is met and every detail is handled with precision.
Our Contract-to-Close service includes:
- Review of executed contracts, addenda, and broker-specific forms
- Introductory emails with party introductions and detailed timelines
- Distribution of executed documents to all relevant parties
- Monitoring and tracking all contract deadlines
- Earnest money deposit coordination and receipt confirmation
- Inspection, appraisal, and financing milestone tracking
- Preparation of addenda using agent-provided verbiage
- Coordination with co-op agents, title companies, lenders, and HOAs
- Loan underwriting follow-up through clear-to-close
- Closing Disclosure confirmation
- Broker compliance submission
- Commission Disbursement Authorization (CDA) coordination
- Final walkthrough and closing appointment confirmation
If multiple documents require correction, revision, or completion, additional fees may apply.
Compliance Only
Best for agents who want a clean, compliant file without full transaction coordination. Perfect for referring agents.
Our Compliance Only service ensures your transaction file is complete, accurate, and fully compliant before closing - so your commission isn't delayed. This service is ideal for agents who manage their own transactions but want a second set of professional eyes on their file.
Our Compliance Only service includes:
- Review of all documents for state and broker compliance
- Identification and resolution of missing or incomplete items
- Upload of finalized documents into your broker's compliance system
- Verification that all required items are complete prior to closing
This service does not include client communication. All documentation is obtained directly from the agent.
Not sure which package fits?
Reach out and we’ll talk through your workflow and systems.