Grow your real estate business.
We help real estate agents and brokers spend more time helping clients so they can grow their business.
We know you became a real estate agent or broker because you enjoy helping people achieve their dreams of home ownership. You had no idea that there would be so much paperwork and headache in that process. We promise to get you back to enjoying time with your clients.
Whether you do one transaction per month as an agent or hundreds as a brokerage, our overall goal is to become an integral part of your business. We will save you and/or your agents time, handle all paperwork in a professional and reliable manner and reduce your overhead expenses. We also wish to help you reduce overall risk by making sure that each and every transaction is processed efficiently in the same manner every single time.
We will do the following on each and every transaction as you can count on us from beginning to end:
-File Creation and folder customization on secure Transaction Management Platform
-Opening escrow with Title Company.
-Regularly communicate with agents to ensure all required documents are uploaded properly into the Transaction Management Platform.
-Handle ordering, NHD, warranties, HOA docs and inspection reports, etc.
-Full review preparation of each file to ensure that all minimally required documentation is uploaded into its appropriate online folder.
-Active account management ensuring that all necessary paperwork is complete and signed prior to final review by an authorized representative.
-Pro-active, professional approach with agents to stay on top of important due dates and deadlines.
-Weekly file audits.
-Fast and reliable communication in both English and Spanish.
-Review preparation of all reports.
We work with DocuSign, Winforms, Zipforms , Microsoft Office and Adobe PDF. We also handle transactions for REO sales and Short sale transactions.
Refresh Glass Client Gifts
We have partnered with Refresh Glass Client Gifts to bring you a marketing experience that your clients are guaranteed to never forget. Get more repeats and referrals from your existing clients with the unique and memorable glassware. Each set is made from rescued wine bottles collected from local restaurants and turned into daily use glassware engraved with “Cheers” in four different languages. Give your clients a gift the entire family can enjoy and one that will put you top of mind on a regular basis!
Mergers and Acquisitions
Whether you seek to prepare your business to sell or you wish to strategically grow by acquiring another company within your market, we can help. Our team of experienced professionals is adept at meeting and exceeding all expectations in regards to M&A work as we employ a hands-on, comprehensive approach throughout the entire process. We will work directly with you to form an overall strategy and then negotiate on your behalf with your intended buyer or seller. We will also assist in working with your other professional advisors in creating and delivering a letter of intent, ensuring that all subsequent sales documentation represents the best deal for you according to best deal practices.
Real Estate Business Valuations
How much is your business really worth? Most broker-owners have a base understanding that to derive a value for the business, an average multiple is applied to their most recent twelve-month net profit figure after adding back interest, taxes, depreciation and amortization. Unfortunately, if all of your hard work can be ground down into a 30 second calculation then it can be somewhat self-deflating.
Looking to improve your profitability and overall value? We can help. Most often in this industry, Real Estate companies look to increase profitability through a targeted recruiting strategy only. While this can help in the short-term, it can equally be short-sighted because your competitors are trying to do the same thing.
We will help you to look at a number of things including being more strategic about your operations, reducing and cutting unnecessary costs, optimizing your commission plan structure and strengthening your overall value proposition to your agents. Please contact us for an initial free consultation.