• Complete the sign up form below.  

  • You will receive a confirmation e-mail naming your assigned Transaction Manager.

  • OEI (Open Escrow Instructions) will be sent out for your signature and auto sent to BIC & escrow.

  • Your TM will create a timeline (action plan) in Salesforce.

  • Your Salesforce file & app will hold your escrow timeline (action plan) that your TM will maintain.

  • Your TM will send an introductory email to your client, coop agent & escrow. 

  • CC your assigned TM on all correspondence throughout the escrow process. 

  • Your TM will ensure all required documents are in Salesforce throughout the escrow transaction.

  • At closing, your TM will update your client’s mailing address in Salesforce.

  • Your TM will create & send closing checklist to your BIC on your behalf.

  • Dual Agency, if the same agent on each side, is $300 each. But, if it's Dual Agency and different agents on each side, then it's $500 each.


Ready To Get Started?

Fill out the form below and attach any necessary docs and we’ll take it from here.