What tools do you give your clients? 

• Are they specific to one activity?

-       We have developed a proprietary communication system called SmartClose© that keeps our buyers/sellers/agents and lenders apprised of the status of the closing file at 7 touchpoints along the way via real time text and email.

-       We have many short educational videos on our website that explain the real estate closing process from contract to loan and through closing.

-       When discussing clients as home buyers – yes, we have a resource page all about what is needed to apply for a property tax homestead exemption with links and websites for the County tax assessor’s offices through which they need to apply.

-       If buyers and sellers close prior to the annual property tax bills are issued so we know that the buyers will need to pay it after closing (or get their lender to pay it), we have the parties sign a “Tax Assignment”

• Are downloadable copies available for them to share?

-       Yes, the buyer’s deed is emailed to them with a copy of the homestead exemption information form.

• Do you plate them in a specific format?

-       Yes, our communications via text and email are in an easily readable and understandable format through SmartClose.