Q: Do I need a minimum number of transactions or experience?
A: Absolutely not! We work with a large variety of agents with varied experience, ranging from brand new agents to agents that have been doing real estate for years.
Q: Can I make special requests?
A: Yes, of course. If you have a specific need, request, or requirement, we will do our best to accommodate your specific requests.
Q: What if I only need help with 1 or 2 things?
A: We can still help! Sometimes you don’t need help on your entire transaction, but you might need 1 or 2 services if you are short on time or out of the office. We can still accommodate those requests, and payment is based on price per task item.
Q: Do you have recommendations for Title companies? Lenders? Services or Vendors?
A: Yes. Please see our recommended vendors here.
Q: What platforms are you familiar with?
A: Many of them including: MS Office; Word; Powerpoint; Excel, Real Estate Platforms: Command, Zipforms Plus; Equator; ResNet; Pyramid, Docusign, DigiSign, DotLoop, Homepath by Fannie Mae, Docusign Transaction Rooms, Sky Slope, RMLS, SentriLock, Broker Sumo, and more!
Q: Does it matter which brokerage I work with?
A: No. Agents will likely change their brokerage based on their business needs or the needs of their family. It’s not uncommon to work with an agent who switches brokerages to better meet their needs. And wherever you go, we can go too!
Q: How do I get started?
A: Easily! Reach out here with your information and we will be in touch to get you started!
Q: How do I pay for individual services?
A: There are 2 options to pay. Individual services or urgent services after hours will be paid via Venmo. **Note that individual services are to be paid at the time of service when they are provided.**
Q: How do I get started?
A: We can get you set up in 5 simple steps
- Fill out the form and submit your contact information here.
- We will contact you for a consultation regarding the services you are seeking.
- We will send you a list of services with price information and our formal contract to review and sign via digital signature.
- Fill out the Login and Passwords form we will provide, giving us access to your platforms.
- Success! Now let’s get started! #transactinglikeaboss
Q: Do I have to use your services on all my transactions?
A: No, not at all! The price structure has been designed to offer individual services based on agent need. If you only need help with 1 or 2 specific tasks, these items can be billed per item at the time of service.
Q: Do I need to do a lot of business to need a transaction assistant?
No. Regardless of transaction volume, all the paperwork must be done from start to finish. Whether you do 2 transactions a year or 20, having a transaction assistant is an asset to your file management.
Q: What if I’m a brand new agent?
A: Then it’s great that you found us! Brand new agents can benefit the most from having assistance with their files. Upon receiving a real estate license, many agents come to realize that although they are licensed, the paperwork is unfamiliar, time-consuming and daunting when paired with other agent tasks. It can be really advantageous to have a transaction assistant when getting started. And most find they never want to be without one!
Q: Who do you provide services for?
A: We offer services for licensed real estate agents in both Oregon and Washington state.
Q: Which Brokerages do you work with?
A: All of them! All brokerages tend to vary within their file requirement processes, but the state documents are the same regardless of the brokerage for which the agent works. We can accommodate all of them.
Q: What platforms or access will I need to provide?
A: Examples of logins you may be asked to provide are: Digital signing platform, Zipforms, Zillow, RMLS, Realtor.com, or your brokerage file management system access.
Q: How do I pay for services?
A: All purchase and listing transactions and additional services provided, will be invoiced and submitted with the agent’s closing demand to the title company. The title company will pay the invoice at closing. Title will take care of our payment, and take that task off your plate! You will receive a copy of your invoice for tax purposes.
Q: Do you have services outside of Transaction Management available?
A: Yes! Please click here to see our additional services offered. If you need something that isn’t listed, feel free to let us know and we will try our best to accommodate your request.
Real Estate Transaction Management and Services 