Close
04
Transactions
Close and sell
Fonts, colors and logos that apply themselves.
Timeline
Your pace
Approval
First contact
Team
First contact
Channels
Web · Desktop · Text
Approval
First contact
Timeline
Your pace
Team
First contact
Channels
Web · Desktop · Text
First contact
01
Overview
A video brand kit set up in your workspace, so every new project starts on-brand: fonts, colors, logos and export presets.
First contact
Once a deal is under contract, Transactions tracks the dates and documents, and the crew drafts the buyer messages. You approve every first message.
It is the smallest engagement we offer, and often the one with the biggest effect on day-to-day output.
What we need from you
Your brand guidelines, font licenses and two hours with whoever owns the brand. We handle the rest and walk your team through it at the end.
Best for
Web · Desktop · Text
02
Capabilities
Everything this engagement can cover.
Fonts
Documents
Open items
Buyer messages
First contact
Resale notes
03
What’s included
No line items to argue about. This is the scope.
A timeline of contract dates
A list of open items
Documents in one file
First contact
Reminders before dates
A closing file for your title company
04
Approach
How the four phases run.
Step 1
Step 2
Step 3
Step 4
05
Setups
On the crew
Kit
Your yes
Dates, documents, and open items for each deal.
Assign
Your yes
The file, plus buyer messages for an assignment.
Resell
Your yes
First contact
Once a deal is under contract, Transactions tracks the dates and documents, and the crew drafts the buyer messages. You approve every first message.
06
The facts
What teams usually see afterwards.
100%
First contact
2 hrs
Buyer list, yours
0
Sends without your yes
The wrong font is simply no longer an option. Small job, biggest effect on our week.
Transactions
First contact
07
FAQ
Questions asked before most kick-offs.
First contact
Who are the buyers?
What gets tracked?
Is legal advice included?
Suggested services
Services that pair well with this one.
Most teams book a second service within the year. These are the ones they pick next.
Next service
Rehab and financing
Rehab Estimator turns walkthrough notes into a scope and budget. Financing Analyst compares hard money, private, DSCR and conventional.
Put the crew on your next deal.
7 days free, then $99/month. You approve every first message. Cancel anytime.