Frequently Asked Questions

I manage the administrative side of your transaction from acceptance to close — tracking every deadline, coordinating disclosures and signatures, communicating with escrow and lenders, and keeping all parties on schedule. This lets you focus on your clients while I handle the paperwork and timeline.

I don't order inspections, provide legal or contractual advice, or negotiate on your behalf. My role is coordination and paperwork management — not representation. Any decisions about the transaction itself remain between you and your client.

Click "Start a File" and complete the intake form with your transaction details — agent and client contact info, property address, key dates, and any documents you have so far (RPA, counters, addendums). I'll follow up within one business day to confirm and get started.

Yes — I work with agents statewide across California. Coordination is handled remotely through secure document platforms, so location isn't a limitation.

No fee if the transaction doesn't close. You only pay for a completed file.

Yes, I carry Errors & Omissions (E&O) insurance specific to transaction coordination work, so you can move forward with confidence.

I work primarily in Dotloop, with experience in DocuSign and zipForm as well. If your brokerage uses a specific platform, let me know during intake and I'll work within it wherever possible.

Payment can be arranged through your brokerage's commission disbursement authorization (CDA) at close of escrow, or by direct invoice — whichever works best for your workflow.