TRANSACTION MANAGEMENT
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To ensure an unparalleled experience, we kindly ask that you complete this onboarding form. Providing the requested details will allow us to tailor our transaction management services to your specific needs. This thoughtful preparation minimizes disruptions and ensures your files are handled with care, enabling you to focus on your clients.​
AGENT INFORMATION
To ensure compliance and efficient coordination, email is the preferred method of communication, as recommended by C.A.R. guidance. For urgent matters, I will text you, and if necessary, follow up with a call to ensure a timely resolution.
BROKERAGE INFORMATION
COMPLIANCE & DOCUMENT MANAGEMENT
PREFERRED VENDORS
and Engagement Agreement