File Management

File Management · $300 per file

From executed contract to broker approval.

The core service, and the one most agents start with. A licensed Missouri REALTOR carries the administrative weight of your file so you can stay on the parts of the job that actually need you.

Elizabeth Jefferson working a real estate file on her laptop from her home office

File Management

$300 per file

The core service. A licensed REALTOR and transaction manager carries your file from executed contract through broker compliance approval.

  • Executed contract analyzed for accuracy and for required addenda and notices, with discrepancies raised and the additional addendums, riders and signatures obtained.
  • Contract added to your private calendar portal with every critical date and deadline.
  • Clients sent a welcome notice with their specific key dates, and documents sent to lender and title.
  • Your online file cleaned up, organized and continuously worked: DocuSign Rooms, Dotloop, SkySlope, Command, Zipforms and others.
  • Executed contract, MREC and broker forms, title commitments, surveys, resale certificates, HOA information, inspection reports, repair invoices, release of earnest money and termination forms all filed.
  • Amendments drafted for price changes and extensions, and routed through lender and title as needed.
  • Complete file submitted for broker compliance approval, and worked until approval is obtained.

Contract to close

What happens the moment you hand off a file.

Six steps, in the same order, on every single file. Predictable is the entire point.

STEP 01

Contract review

Your executed contract is read line by line for accuracy and for the addenda and notices it requires. Anything missing comes back to you with the exact signatures needed.

STEP 02

Dates on the calendar

Every critical date and deadline goes into your private calendar portal. The inspection period, the financing dates and the closing stop being something you carry in your head.

STEP 03

Welcome and introductions

Your clients get a welcome notice with their key dates in plain language, and the lender and title company get what they need to open.

STEP 04

The file, kept clean

Your online file is organized and worked continuously, in whatever system you already use: DocuSign Rooms, Dotloop, SkySlope, Command or Zipforms.

STEP 05

Amendments and routing

Price changes, extensions and other amendments are drafted and routed through lender and title, rather than waiting on you to chase them.

STEP 06

Compliance, and getting paid

The complete file goes in for broker compliance approval, and it keeps going back until it clears. That is the step that gets you paid.

What stays with you

This does not take your clients or your negotiating.

You keep the relationship

Every communication that goes to your client reflects on you. I am the mechanism, you are the agent.

You keep the decisions

Amendments get drafted and routed. What to accept, what to push back on, and what to advise stays yours.

You keep your systems

DocuSign Rooms, Dotloop, SkySlope, Command, Zipforms. I work inside what you already use.

What you can hold me to

Four things that do not vary.

Deadlines

Nothing slips quietly

Every date goes on your calendar portal the day the file opens, and follow up happens before a deadline, not after it has passed.

Compliance

The file clears

Your file goes to broker compliance complete, and it keeps going back until it is approved. That is what gets you paid.

Pricing

Flat, and stated

$300 a file. $75 a listing. No retainer, no per-email charges, no surprise line items at closing.

Who does the work

You get me, every time

Not a rotating processor and not a call center. The same licensed REALTOR handles your file from contract through close.

Send me the contract.

Executed contract, client contacts, title company and lender if there is one. That is enough to open the file today.