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PRE-CLOSE  REVIEW

What it is:

A pre-close review of the contract and core docs for completeness, internal consistency, missing signatures/dates, and common “this will blow up at closing” issues.


Who it’s for:

Agents who want a second set of eyes and Brokers who need preventive controls without paying for full coordination.


What you get:

  • Pre-close file review performed at critical contract milestones

  • Written reports outlining issues related to documentation, timing, disclosures, etc

  • Correction action plan based on recommended best practices

  • Broker-level consultation regarding active transactions

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What this is not:

  • Transaction coordination

  • Document chasing

  • Unlimited contract consultation

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CONTRACT-TO-CLOSE

 

What it is:

Contract-to-close coordination, Listing Management Support is an optional add-on.


Who it’s for: 

Solo agents, Teams and even entire Brokerages who want execution handled.

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What you get:

  • Communication

  • Timeline tracking

  • Document distribution

  • Inspection coordination

  • More time to focus on lead generation, building relationships, family

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What this is not:

  • Offer writing

  • Compliance review

  • CRM Management

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FRACTIONAL COMPLIANCE

What it is:

Post-close file review + brokerage risk reduction + pattern spotting + training.


Who it’s for:

Brokers/teams who want fewer headaches, fewer violations, better habits.

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broker-owners who are actively producing, the challenge is not a matter of knowing what should be done—it’s finding the time and structure to do it consistently.

That’s where fractional compliance and transaction operations comes in.

This model provides experienced oversight at defined points in the transaction process, without adding payroll or creating operational bottlenecks.

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What you get:

  • Pre- or Post-close review of transaction files

  • Identification of missing, mis-timed, or inconsistent documentation

  • Detection of repeat defects and process breakdowns

  • Written findings delivered to the qualifying broker or broker designee

  • Training recommendations tied directly to errors found in your files​

  • System optimization to ensure consistent results

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What this is not:

  • Transaction management

  • Chasing signatures

  • Legal advice

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