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Brokerage Services

A successful and growing brokerage has a lot of moving parts.

Sending agents out into the big wide world of real estate without constant oversight is enough to make even the most experienced broker a little nervous. 

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Every brokerage is unique, but the systems and standards we've curated are based on the highest levels of compliance and risk management, making them a perfect fit for offices that are new, established, big, small and everywhere in between. 

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Choose From:

1 

Compliance Officer

You're already tasked with recruiting, training and leading large numbers of small business owners so let us act as your second set of eyes providing regular file audits and compliance review on your agent's files. Our team is experienced in all major broker compliance systems and will provide up to 4 touch reviews. Additional option for CDA (Commission Disbursement Authorization) processing is also available. 

2

Exclusive TC Partnership

There are many benefits to requiring your agents to utilize a transaction coordinator on every file, but there is even greater benefit in ensuring the TC they are working with is highly qualified and operates to the highest standards. We're happy to exclusively partner with your office as a preferred TC vendor to your new and existing agents.

3

Full System Set Up

Utilize our 30 day plan to develop a Broker Compliance checklist, set up your software of choice, create file audit systems and expectations and train an in office hire on these systems and procedures.

4

Virtual Training Sessions

As a C.A.R. certified Forms Trainer, we offer in depth and informed classes on the following topics:

  1. The Life of an Escrow

    • A general walk through of a residential real estate transaction and the roles of all parties involved

    • Common snags or hold ups and how to avoid them

    • Quick overview of standard documents

    • Quick overview of default timeframes

  2. New & Revised Forms

    • Offered alongside the bi-annual CAR forms updates

    • Review of all new forms & why they were created

    • Review of updated forms & how they affect transactions

    • Discussion about the Forms committee and revision process

  3. Navigating Disclosures

    • Review statutory vs non-statutory disclosures

    • How to handle incomplete, incorrect or unnecessary disclosures

    • Most valuable disclosures

    • Most underrated disclosures

    • Most dangerous disclosures

  4. What to know about the RPA

    • Page by page walk through of the Residential Purchase Agreement

    • Common mistakes agents make

    • What to know when writing an offer (buyer perspective)

    • What to know when reviewing an offer (seller perspective)

    • How to write up counter offers

  5. Climbing the Paperwork Mountain from Contract to Close

    • Overview of all the documentation needed for a DRE Compliant file and WHY

    • How to organize and structure the paperwork/documentation

    • Review of available transaction management programs

    • What to do with the paperwork after closing

Ready to Learn More?

Transaction Coordinators are not a one-size-fits-all partnership so it's important to discuss exactly what you're looking for in a Transaction Coordinator and how our services can help you achieve your broader business goals.

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