Welcome to Your Transaction Management Onboarding

"Thank you for choosing to partner with us. Our goal is to support your transactions with peace, clarity, and professionalism. Please take a few moments to share a little about yourself so we can serve you best."

Please take a few moments to share a little about yourself and your preferences.
This helps us serve you better — with excellence and ease.

SECTION 1: Agent Information

First Name *

Last Name *

Phone *

Email *

Team/Group Name *

Preferred Contact Method *

What States are you licensed in? *

Section 2: Your Trusted Partners

and their best contact info. . .

(no pressure- you can share this information as we move along!)

Smoke Detector Installation

Attorney office/Attorney

Property Inspection Company

Other Vendor Relationships you have?

Section 3: Communication Flow. . . how would you like to stay updated?

Frequency Of Updates Preferred? *

If you selected "milestones" only, above- please indicate Which Milestones?

You may have unique transaction specific milestones and if so, that will be ok.

Section 3: Service Expectations

Have you had experiences with Transaction Management/Coordinator services that have been especially unhelpful?

What are some things that are most important to you when working with someone to assist with Transaction Managment?

Service Alignment & Communication Agreement

As your transaction support partner, we’re committed to delivering peace-driven, prompt, and professional coordination.

To best serve you, we ask that you provide accurate information on your preferred vendors, communication protocols, and brokerage compliance needs. This information will be kept on file and referenced as needed to streamline your transaction support.

🔁 Your Responsibility:
You agree to notify us of any changes to your preferred partners, workflows, or special instructions so we can update your record. This allows us to provide timely, customized support.

🧭 Check-In Rhythm:
We’ll periodically reach out for a brief alignment check-in to ensure our services are helping you grow your business with peace and clarity.

We encourage you to always reach out to schedule time with us for planning, questions, or workflow support.

Together, we hope to create the conditions for exceptional client service and a memorable experience for all involved!

Section 4: Final Thoughts

Is there anything else that(we have not asked), that would be helpful for us to know about you and your business model that will allow us to best support you?

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages from 866-751-4494 may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

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