Compliance

Love the people work but hate the paperwork submission? No problem.

This is an excellent option for agents who prefer not to handle the behind-the-scenes details but still want to be at the center of the action, managing all email correspondence and coordinating with all parties involved in the transaction.

Whatโ€™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 the CDA to the client for approval

  • TC will send the 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.



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