Our Services

Transaction Management

$625 / transaction

File Setup & Timeline:

Create the transaction file; set key dates and deadlines.

Document & Compliance Management:

Collect, organize, and track required docs; ensure signatures, dates, and initials are complete.

Coordination & Updates:

Central point of contact among buyers/sellers/agents/escrow/lenders; regular status updates and prompt responses.

Deadlines & Contingencies:

Monitor contract timelines; coordinate inspections/appraisals; follow up on contingency removals and documentation.

Closing Prep & Post-Close:

Review closing statement; verify docs are ready; deliver a complete file after closing.

Broker Compliance as a Service

Call for Pricing

Comprehensive compliance management and oversight services designed to keep your brokerage operations compliant with state regulations and industry standards.

Regulatory Compliance Monitoring:

Stay current with changing regulations, license requirements, and state-specific compliance mandates.

Transaction File Auditing:

Regular review of transaction files to ensure proper documentation, signatures, and regulatory compliance.

Agent Training & Support:

Ongoing education and support to keep agents informed of compliance requirements and best practices.

Policy Development:

Create and maintain brokerage policies, procedures, and compliance documentation.

Risk Assessment & Mitigation:

Identify potential compliance risks and implement strategies to minimize exposure.

Custom Pricing:

Pricing is customized based on brokerage size, transaction volume, and specific compliance needs. Contact us for a detailed consultation and pricing proposal.

Request Compliance Consultation
AI Consultation (Agent Workflow Optimization)

Project-Based Pricing

We design and implement practical AI and automations that remove repetitive work, reduce re-keying, and give agents more face time with clients.

AI Workflow Audit (Discovery):

Map current processes, identify bottlenecks, and recommend low/no-code automations and AI agents.

Inbox, Calendar & Task Automation:

Auto-triage emails, extract details, create tasks/events, and route documents.

Document AI for Transactions:

Parse contracts/disclosures, validate fields, auto-build checklists and timelines.

Knowledge Assistant (RAG):

Private, searchable SOP/checklist/policy knowledge base with a chat interface.

Signature & Form Workflows:

Auto-generate/send signature packets; track status; push completed docs to files.

Systems Integration:

Connect transaction platforms, storage, and signature tools; streamline CDA and compliance handoffs.

Pricing Note:

Project-Based: Pricing is determined by scope and complexity. A detailed proposal is provided after a brief discovery call.

Optional support retainers can be quoted upon request; no hourly rates are displayed on the site.

Request an AI Audit
Listing Entry (Add-On)

$75

Create and submit a listing entry from agent-provided details and assets.

Verify required fields and basic completeness; send confirmation when posted.