Services Designed for Investors

Get the support your business needs.

For those closing an occasional deal or just want to give us a try.

    • 5 new files opened in the calendar month

    • Title order + intro email and next steps to all parties

    • Milestone/date tracking (EMD, DD, funding, title clear, COE)

    • Lender/title coordination (HUD/CD circulation, payoffs, wire info)

    • Closing scheduling + calendar invites once clear

    • Pre-close “ready to sign” check (everyone has final docs)

    • Weekly status email (one consolidated update)

    • Read-only investor portal (pipeline + secure uploads)

  • $1,000/month flat rate

    • Overage: $200 per additional file

    • Once you submit an executed contract and we place title order + introductions, the file is counted

    • No fallout fees

    • Falls out before title order/intros → not counted

    • Cannot clear title → not counted and no fallout fee; client is responsible for the title exam per service agreement

    • Falls out after title clears → counts as 1 of your 5

    • File that take more than 60 days to close due to a title issue, such as probate or quiet title action → not counted; a $25 touch fee will be charged per month to continue to monitor and push the deal forward

Designed for wholesalers and investors closing more than 5 deals a month.

    • Title order + intro email and next steps to all parties

    • Milestone/date tracking (EMD, DD, funding, title clear, CTC)

    • Lender/title coordination (HUD/CD circulation, payoffs, wire info)

    • Closing scheduling + calendar invites once clear

    • Pre-close “ready to sign” check (everyone has final docs)

    • Weekly status email

    • Client portal (live status updates, docs library, secure uploads)

    • $250 paid at closing

    • Fallout fee: $50 if we’ve placed title order + intros and the file cancels (covers admin already performed)

    • Rush closing (<7 business days): + $50

    • Title Issue Resolution

For high-producing agents and teams who need a partner to help deliver consistent quality service.

    • Title order + intro email and next steps to all parties

    • Milestone/date tracking (EMD, DD, funding, title clear, CTC)

    • Lender/title coordination (HUD/CD circulation, payoffs, wire info)

    • Closing scheduling + calendar invites once clear

    • Pre-close “ready to sign” check (everyone has final docs)

    • Weekly status email

    • Client portal (live status updates, docs library, secure uploads)

    • $550 paid at closing

    • Fallout fee: $50 if we’ve placed title order + intros and the file cancels (covers admin already performed)

    • $75 monthly fee until closing if deal does not close within 90 days

    • Flex Files at $225/file

    • Pre Listing Coordination (beyond the 5 included in your service package)

    • Offer & Addenda drafting assistance (beyond the 10/10 included in your service package)

    • Quick CMA

    • Showing coordination

    • Post-Close gifting coordination

Best for wholesalers with steady monthly volume

Designed for wholesalers and investors closing about 10 or more deals a month.

    • 10 new files opened in the calendar month

    • Title order + intro email and next steps to all parties

    • Milestone/date tracking (EMD, DD, funding, title clear, COE)

    • Lender/title coordination (HUD/CD circulation, payoffs, wire info)

    • Closing scheduling + calendar invites once clear

    • Pre-close “ready to sign” check (everyone has final docs)

    • Twice-weekly updates

    • Optional weekly 10-min stand-up (clients’ choice)

    • Full investor portal (live status updates, docs library, secure uploads)

    • $2,000/month flat rate

      • Overage: $200 per additional file

      • Once you submit an executed contract and we place title order + introductions, the file is counted

      • No fallout fees

    • Falls out before title order/intros → not counted

    • Cannot clear title → not counted and no fallout fee; client is responsible for the title exam per service agreement

    • Falls out after title clears → counts as 1 of your 5

    • File that take more than 60 days to close due to a title issue, such as probate or quiet title action → not counted; a $25 touch fee will be charged per month to continue to monitor and push the deal forward

Get In Touch

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.