Questions about working with
The SMART Assist?

I work with experienced real estate agents, teams, and brokerages—from independent and boutique firms to national brands. My services are designed for professionals who need reliable transaction operations, file review, and brokerage compliance support without adding another full-time employee.

My practice is limited to the states where I hold an active real estate license: Oklahoma and Alabama. Because real estate contracts, forms, brokerage requirements, and compliance standards vary by state, I focus on the markets where I can provide informed, state-specific transaction operations and compliance support.

No. I use my own systems to manage transaction timelines, tasks, and communications, but I am comfortable working within the platforms your brokerage or team already uses. I have experience with Dotloop, Docusign, SkySlope, Brokermint/BoldTrail BackOffice, BrokerSumo, Command, TransactionDesk, Authentisign, RealSmart Agent and many other real estate transaction management and brokerage platforms.

I only need a few basics to get started: contact information for you, your broker, and any internal file reviewers; a list of brokerage-specific documents or requirements; and permission to access the transaction file. During the discovery call and onboarding process, I’ll go into more detail about your workflow, systems, communication preferences, and any brokerage-specific compliance requirements.

In many cases, I can get started as soon as onboarding is complete and I have the information and file access I need. Timing depends on current availability and the type of service, but I’ll let you know up front what to expect before we begin.

No. I don’t require a long-term commitment, and agents are not required to send me every transaction. That said, consistency usually makes the process smoother for everyone involved. When I’m handling some files but not others, lenders, title companies, attorneys, and other transaction partners may not know when to include me in communications, which can lead to missed or misdirected information. For that reason, I encourage agents to use my services consistently whenever possible.