Start Your Transaction

We look forward to working together. To start your transaction coordination services, fill out the form below.

Please share as much information as you can. Completing the form takes about 10–15 minutes.

A more complete opening file reduces follow-up questions and helps the process run more smoothly.

Step 1 of 6

Agent Name*

First Last

Agent Phone*

Agent Email*

Address*

Street Address 1 Street Address 2 (Apartment / Suite) City State ZIP Code

Do you represent the Buyer or Seller?*

Property Type

Please Specify*

Buyer Name

First Last

Buyer Email

Buyer Phone

Buyer 2 Name

First Last

Buyer 2 Phone

Buyer 2 Email

Effective/Ratification Date of Agreement

Settlement Date

Has delivery of deposit been coordinated?

Please Specify*

Has inspection been scheduled?

Please Specify*

Inspection Date

Inspection Time

Title (or Attorney) Name

First Last

Title (or Attorney) Phone

Title (or Attorney) Email

Is this financed or cash?

Please Specify*

Lender Name

Lender Phone

Lender Email

Buyer Agent Commission

Any special notes about the transaction that your TC needs to know

Please add notes about inspection, money delivery, referrals, divorce, occupancy status, agent commission, referral information, etc.

Please upload ALL documents such as: Executed Contract, Exhibits, Pre-Approval letter, Buyer Representation or Listing Agreement, Compliance Documents.

Drop files here or

Accepted file types: 7z, csv, doc, docx, gz, gzip, gif, jpeg, jpg, key, numbers, ods, odt, onetoc, onetoc2, onetmp, onepkg, png, pdf, pages, pdf, png, pot, potm, potx, pps, ppt, pptx, psd, rar, rtf, rtx, tar, tif, tiff, tsv, txt, xla, xlam, xls, xlsx, zip, Max. file size: 100 MB, Max. files: 30.

Max. file size: 100 MB, Max. files: 30.

If you have additional documents, please email them directly to your TC.

This field is for validation purposes and should be left unchanged.

Information submitted is reviewed by a coordinator and kept confidential and securely stored.

We only use these details to set up your transaction file.

You may request a data removal request at anytime for any reason.

303 N Glenoaks Blvd. Ste. 200
Burbank, CA 91502
(866) 472-9204
Questions? Contact Us