Client Resources
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Welcome Packet
My Welcome Packet gives you everything you need to get started with my transaction services. It includes an overview of my process, key milestones, and what to expect throughout our partnership, ensuring you're informed and prepared from day one.
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Service Agreement
This agreement defines our working relationship, covering services, payment, and expectations to ensure clarity and protection. Signing confirms your commitment to a smooth, efficient transaction process.
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Client Intake Form
The first step in transaction assistance, this form gathers key client and transaction details to streamline the process and provide tailored support.
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Agent Dashboard
I use A-Frame to streamline the process, ensuring every detail is tracked efficiently from contract to close. This system allows me to organize tasks, set deadlines, and automate reminders, keeping transactions on schedule. With A-Frame, I provide real-time updates, maintain clear communication, and ensure a smooth, organized experience you.