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Intake Triage — Top 3 Fixes

$49.00

Quantity

X+

Intake Triage — Top 3 Fixes (1 Business Day) We review your Day-1 intake and pinpoint the top three issues holding your file back. You’ll get a one-page results PDF with clear next steps, links to the right templates, and where we’ve already nudged third parties (when applicable).

What’s included

  • Expert Day-1 audit of your executed packet, key dates, and comms

  • Top 3 Fixes with: what’s wrong → why it matters → how to fix → proof to save

  • Quick wins noted (1–3 “What looked solid”) to reassure your client and team

  • Option to continue into full TC with your $49 credited at closing

  • Turnaround 1 business day from payment.

What we need after checkout (if you have not already provided):

Upload (or email): executed contract (single PDF), Day-1 emails (LO/processor, title, co-op, client), and your dates snapshot (EM, Inspection, Appraisal Target, Approval, Title ETA, HOA ETA, Close). If you don’t have everything, submit what you have—we’ll guide the rest.

Upgrade to Full TC Love the plan? We’ll keep managing the file and fix the issues. Your $49 applies as a credit to our TC fee ($350 due at closing).

Please Note: This is workflow guidance only—not legal advice. Availability may vary by state and brokerage policy.