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Choose the Support that Fits

Not every transaction--or every brokerage--needs the same level of support. My Services are designed so you can bring me in where an experienced second set of eyes, an extra set of hands, or ongoing compliance support makes the biggest difference.

PRE-CLOSE  REVIEW

 

A second set of eyes while there's still time to address a problem.

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I review the contract and core transaction documents for missing information, inconsistencies, signatures, dates and other issues that may need attention before closing. You receive a clear written report identifying what I found and what may need to be addressed.

 

Good fit for: Agents who want an experienced review of a transaction before closing, and brokers who want an additional preventive control without full transaction coordination.


What's included:

  • Review of the contract and core transaction documents

  • Identification of missing, incomplete or inconsistent documentation

  • Review of key dates, signatures and required disclosures

  • Clear written findings so you know what may need attention

  • Broker-level consultation when questions arise from the review

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This is a focused file review, not transaction coordination. You remain responsible for managing the transaction, obtaining documents and making any necessary corrections.

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CONTRACT-TO-CLOSE

 

Keep the transaction moving without managing every deadline, document and follow-up yourself.

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Once the contract is accepted, I step in to manage the administrative details that keep the transaction on track through closing. I coordinate timelines, documents, communications and routine follow-up so you can stay focused on your client, negotiations and the work that requires your license and judgment.

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Good fit for: Busy agents and teams who want consistent transaction support from contract acceptance through closing without handing off the client relationship.

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What's included:

  • Transaction setup and file review after contract acceptance

  • Deadline and contingency tracking

  • Document distribution and routine follow-up

  • Inspection scheduling and coordination

  • Communication with agents, lenders, title/closing professionals and other transaction partners

  • File organization and document management through closing

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You remain the agent. Negotiations, client advice, offer strategy and decisions requiring your professional judgment stay with you. I manage the administrative work that keeps the transaction moving.

FRACTIONAL COMPLIANCE

 

Experienced compliance support without adding a full-time position.

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I provide independent brokerages with ongoing file review, risk identification and practical compliance support. By reviewing files and looking across transactions—not just at one file in isolation—I can help identify recurring documentation problems, process gaps and training needs before they become established habits.

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Good fit for: Independent brokerages that want another experienced set of eyes on their files, better visibility into recurring issues, and practical support for strengthening compliance across the brokerage.

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What's Included

  • Pre- or post-close transaction file review

  • Identification of missing, mistimed or inconsistent documentation

  • Written findings provided to the qualifying/managing broker or designated reviewer

  • Identification of recurring file deficiencies and process breakdowns

  • Training recommendations based on issues actually appearing in transaction files

  • Practical guidance for improving documentation and file-review processes

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The Broker remains the Broker. I provide review, findings and support; I don't replace the broker's supervisory authority, make compliance decisions on the broker's behalf or provide legal advice.

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