•    Document & Compliance Management

    ◦    Review all transaction documents

    ◦    Submit file to brokerage compliance for approval

    •    Post-Closing & Payment

    ◦    Send CDA to title company/escrow agent

    ◦    Send congratulations/thank-you email to Buyer/Seller

    ◦    Upload closing documents to brokerage compliance system and close out the file

    ◦    Services billed to title and payable at closing (or invoiced directly if needed)