Embedded Files
Initial Setup
We gather key information about your business, preferences, and workflow to ensure a smooth and consistent experience.
System Integration
You’ll be set up within our systems, including access to your transaction portal for visibility into your pipeline.
Ready to Submit
Once onboarding is complete, you can begin submitting transactions, listings, or compliance files.
SUBMITTING A FILE
To ensure a smooth and efficient start, please provide the following based on your service.
Listings
Please notify us as soon as you are ready to begin listing coordination.
Listing agreement details (address, seller info, pricing, term)
Required disclosures and compliance documentation
Scheduling needs (photos, staging, cleaning, vendors)
Estimated go-live date
Any relevant property or prep notes
48 business hours' notice recommended
Compliance
Please submit the following as soon as the contract is fully executed:
All executed documents and disclosures
Fully receipted contract (if available)
Buyer/seller contact information
Lender and title company details (if applicable)
Any outstanding items needed for file completion
Transactions
Please submit the following as soon as the contract is fully executed:
Fully executed contract signed by all parties
All available addenda and supporting documents
Buyer/seller contact info (if not in contract)
Lender and title company details (if applicable)
Known scheduling or coordination already completed
Referral agreements or commission adjustments
Ready to make the switch?
Fill out a quick form and we'll take it from there.
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