Our 7 Step Process

Step 1

Complete our online questionnaire & schedule a 30 minute free consultation so that we can get to know each other & make sure that our company is a good fit for you & vice versa

If you are selected and decide to participate in our exclusive partner referral program you will be provided an onboarding email with instructions on setting up your workspace where you will be assigned a Transaction Coordinator/Account Manager.

Step 2

Step 3

Once you have set up your dashboard & submit all the details so that we can begin pulling your leads you will be sent an invitation for our intitial onboarding & coaching call.

within 3 days your campaign will be started.  Appointment will be set & leads will be uploaded to your dashboard.  You can listen to the call, review the email or see that ad that the lead was generated from.  The next morning your TC will follow up with you to ensure that you have followed up with the lead and see if you need any assistance.

Step 4

Step 5

Once you have the initial appointment whether via zoom phone or in person you TC will follow up to send paperwork on your behalf if you closed the deal or add the prospect to a follow-up schedule.

For all contracts that go under contract your TC will coordinate the transaction through closing submitting all documentation, scheduling all appointments facilitating as the point person with all other parties keeping you constantly updated through email communications and calls as necessary. 

Step 6

Step 7

Getting paid.  Whether you attend closing in person & collect your check or need to have the funds wired to your broker account.  Our TC will make sure that commissions are dispersed when the deals fund.  Collect your check & wait for the next deal.