Co Agent Transaction
Partnership
** Watch this Video Walk Through **
I handle every step
of the transaction
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✺ Initial Buyer/Seller Consultation
Understand what your clients are looking for, their must-have’s and what to expect as we help them through the process
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✺ Show Properties
This starts with understanding your purchasing power. From there it’s time to look at properties! Our search starts online to find your perfect fit. Our average Buyer finds the perfect home within the first 5 properties we see in person.
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✺ Write Offer
After doing a professional assessment of value, I will put together a strategy to help secure this home at the lowest investment the market will allow and the terms that work best for the client
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✺ Negotiations
We may be required to negotiate with the sellers in order to reach an accepted offer. As your real estate professional, I will guide you through this process.
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✺ Contract Accepted
Once everyone agrees and signs the paperwork, we have an accepted contract and you are one step closer to buying your home!
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✺ Home Inspections
Now it’s time to determine any significant expense, or health or safety concern the seller needs to address - this can be an opportunity to renegotiate. But do not rely on it.
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✺ Other Contingencies
Such as a sale contingency, would be addressed at this time.
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✺ Mortgage / Appraisal
Make sure your full mortgage application is complete with your lender, and the appraisal is ordered, which ensures you’re paying fair-market value of the property and not over paying.
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✺ Underwriting
The underwriter’s responsibility is to go through your file with a fine- tooth comb and everything is in order.
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✺ Loan Approval
Once the underwriter makes sure everything is in order, your loan is approved and funded!
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✺ Title
Final review ensuring the title is clear of any liens and there are no issues with the transfer of property.
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✺ Assemble Papers
All paperwork is signed and notarized and finalized by the Title company.
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✺ Final Walkhrough
This is done 24 hours before the keys are handed over to ensure it is in the same general condition as the last time we saw it.
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✺ Closing
Funds have been officially transferred and keys are received. Welcome to your new home!
What you can expect from our partnership
When we work together, my goal is to make real estate easier, more profitable, and less stressful for you. Here’s exactly how it works:
Seamless Transaction Management — From the initial consultation to closing day, I handle every step of the process, ensuring your client gets top-tier service without you having to juggle the details.
Full Client Transparency — You’ll be included in all client communications, so you stay in the loop and maintain that valuable relationship while I do the heavy lifting.
Maximized Earnings — No late-night contract headaches, no scrambling to find annswers — you get to focus on your life, career, or next opportunity while I take care of the transaction.
Confidence & Support — You or the client have questions along the way? Need insight into the deal? Want more of an understanding? You have direct access to me for guidance and strategy at any time.
This partnership is built to give you the best of both worlds—the ability to serve your clients at a high level while protecting your time, energy, and income.
✺ Frequently asked questions ✺
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Typically I take care of everything from the moment you call saying you have a buyer until we’re signing documents. I keep you involved in all communication with the client but you’re more of a 3rd party to the conversation rather than running it. Often times agents still like to do the showings for the relationship aspect but I’m flexible.
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Thanks to a couple simple forms it doesn’t matter which brokerage your license is held at. We still have the ability to Co Agent and Co Broker transactions.
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Imagine we’re both licensed plumbers and you hire me as a sub contractor. You have your license but haven’t done plumbing for a while and want to make sure the job get’s done right. You help with what you can if you’d like, I do the main heavy lifting and carry the responsibility. At the end of the day the client gets a 10/10 experience and quality work, and we both get paid.
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I have experience helping both Buyers and Sellers with homes, Investments, and Land. I’ve got a very strong referral network. I haven’t ventured into commercial transactions but I’ve got an amazing connection for you if you need it.