Compliance Service Overview

Want to manage your own transactions but hate the paperwork? Or have a small deal, referral, or lease that you need to submit to your brokerage for payment? Let us help with our compliance package.

What’s included?

• Contract receipt and review within 1-2 business days

• TC will notify the client of any missing items/errors after the initial review

• TC and the client will work together to gather any missing information, signatures,

  initials or documents

• TC will submit the file to brokerage compliance for review

• TC will review for brokerage compliance approval (TC will follow up with the client if

  additional information, corrections, signatures, initials, or items are needed and

  resubmit for approval until compliance is met)

• TC will send CDA to the client for approval

• TC will send CDA to the title company/escrow officer once approved

• TC will upload closing documents/close out the file in the brokerage compliance system upon

  closing and funding

  Our compliance service is currently offered at $99 per transaction.

  **For best service, please send files at least 7-10 business days before closing.

  **This service does not include any communication or coordination with parties to the

  transaction such as the lender, title company, other agent, buyers, or sellers.

  **If you are interested in full service, please review our full contract to close package.