Agent & Brokerage
- Full legal name & license number
- Brokerage name & broker contact
- Phone & email
Get Started
What we need to start your file.
Getting started is simple. Complete the onboarding packet and send it over with your executed agreement — your dedicated coordinator sets up the file and begins tracking every date and document, from contract to close.
Your Transaction Journey
From onboarding to close, in five steps.
1
Onboarding Received
You send the completed packet and executed agreement — file setup begins right away.
2
Compliance & File Review
Documents are organized and verified against brokerage compliance standards.
3
Active Coordination Begins
Deadlines and documents are actively managed across every party.
4
Proactive Updates
You receive structured, timely communication in your preferred format.
5
Closing Coordination
Final review and close-out support carry the file cleanly across the finish line.
What we'll need from you
A few details to open your file.
System Access & Preferences
- Platform access (SkySlope, Glide, DocuSign, MLS)
- Preferred title, escrow, lender & vendors
- Communication & update style
Transaction & Documents
- Executed purchase or listing agreement
- Escrow / title contact & disclosures
- Brokerage required documents checklist
Ready to begin?
Complete your onboarding online in a few minutes — intake details, preferences, and authorization, all in one place.
Client Onboarding Packet
The complete packet — intake form, transaction preferences, and the full brokerage-required documents checklist. Fill it out and send it back to begin coordination.
Documents at a glance
What goes into a complete file.
Priority File Documents
- Executed purchase / listing agreement
- Counter offers, addenda & agency disclosures
- Contingency removals, amendments & extensions
Compliance Disclosures
- TDS, SPQ & agent visual inspection
- NHD, lead-based paint & hazard disclosures
- County & local advisories
Escrow, Loan & Listing
- Preliminary title, escrow instructions & wire advisory
- Pre-approval, proof of funds & loan updates
- Listing agreement, MLS input & marketing
The full, itemized checklist is included in the downloadable packet above.