We manage creative finance
transactions
We help you do better creative finance deals, ethically.
OUR PROVEN PROCESS
Shared understanding
Right contract
Right title company
Manage escrow
Close the deal
WHERE WE'RE CLOSING DEALS
WE DO PLENTY MORE
Transaction coordination for cash and creative real estate deals
Contract write-ups and creative underwriting consults
Electronic Filings - we record memorandums etc
Nominee Signatures - keeps you anonymous
Lender-only transaction coordination
WE'RE YOUR POWER PLAY
End that closing call with a power move: "I'll have my Transaction Manager follow up to get this signed." Imagine the credibility and legitimacy this conveys to your seller... You're a serious buyer with a real business.
Not only does this power play maximize your legitimacy, it also allows us to make sure the right paperwork is used and written correctly the first time (reducing addendums/amendments), and it separates you from objections because we'll be able to handle most either by directly explaining or by deflecting ("oh, we can't really negotiate on their behalf... these are the terms you guys agreed to,").
TRANSACTION MANAGEMENT OVERVIEW
Review contract, addenda, and all other documentation for accuracy
Open escrow (including sourcing creative-friendly agency)
File a Memorandum of Contract (where available)
Simple addenda, extensions, and other documents related to the transaction
Provide the creative finance documents to the title company / attorney to facilitate accurate and timely COE and the long-term survival of the deal
Follow up with all parties as necessary via phone, text, or email to ensure tasks are timely completed, including but not limited to:
Ensuring wire instructions have been sent to buyers and/or funding from PML / HML is on track for timely closing
E-signatures
Requesting documents/payment
Verifying receipt of documents/payment
Provide regular status and to-do updates for all parties as appropriate
Review title commitments and settlement statements for accuracy
Review HML/PML documents for accuracy
Ensure End-Buyer receives a copy of all appropriate closing and post-closing documents
