How it Works - Sales Transactions

Step #1
Select a Transaction State
Check if we're licensed in the transaction state. We are currently adding about 1 state per month to our licensing footprint.
Step #2
Have You Transacted with Us Before?
Yes: Go to Step #3 No: Visit our Onboarding Page and then go to Step #3.
Step #3
Fill out and Sign a Co-Brokerage Agreement
Once the CBA is fully executed, you can broker in the transaction state for that specific transaction.
Step #4
Fill Out a 'Transaction Summary' Form
You'll provide some basic transaction details and we'll complete the forms for you!
Step #5
Get Client-Related Forms Signed
Listing Agreement & Agency Disclosures or Buyer Rep Agreement & Agency Disclosures.
Step #6
Send us the Client-Related Forms for Our Signature
Clients should sign first, you sign next, we sign last.
Step #7
Send Us Your Advertising Materials for Approval
We'll approve them or request revisions. Review your CBA for specific details on advertising requirements.
Step #8
Communicate with Us During the Transaction
Email is the best way to communicate with us. Simply copy us on important transaction communications.
Step #9
Let Us Know When You're Expecting an LOI or PA
Some states require us to request that certain terms be included in these documents.
Step #10
Send Us Copies of Executed LOIs, PAs, and Amendments.
We are required to maintain a complete transaction file for any regulatory audits.
Step #11
Send Us All Earnest Money Receipts
We are required to maintain earnest money receipts for regulatory audits.
Step #12
After Closing, Send Us the Settlement Statement
We are required to maintain final, signed settlement statements for regulatory audits.

Have Questions on How it Works?

Submit your questions in the form, we'll get back to you within an hour.