Here's how it works

First, let's meet

Before we start coordinating your files, we want to understand your transaction management needs and expectations. Schedule a one-on-one phone or video meeting with our lead coordinator, Rose. She'll listen to your needs and discuss how we can help.

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Second, let's Glide

We use Glide's robust agent to coordinator interface in order to manage disclosures, process signatures and store files.

 

When the transaction is near closing, we upload the entire file to your broker's system (i.e. SkySlope, Google Docs, DropBox, Dotloop, etc.). We also provide your client with a complete digital copy for their record.

How do we interface? Just invite us in!

Log into your Glide account, go to your settings, and invite us to create and manage transactions on your behalf.

 

Send the invite to: rose@mytransactionfile.com

Don't have a Glide account?

Create one, it's completely free!