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How We Work

Step 1 - Request Your Quote

Complete our Quote Request Form.

We use Google Forms to collect the necessary information to complete your report. The 2 min. form is easy and we're here to help you too! Our team will reach out to confirm the facts.

Next, you will receive your fixed-price quote via email.  You can approve online or contact us to get started.

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Step 2 - Approve Your Quote

When you've received your quote and we've answered all your questions, you can approve your quote online.

You'll receive a QuickBooks Invoice link to pay your 50% deposit when you're ready for us to get started. As soon as your deposit is received, the clock starts on our 6 business day delivery timeclock.

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Step 3 - Report Delivery

We provide a 45-minute live Zoom meeting to review your report findings. You're welcome to invite your broker to attend our online meeting if you'd like them to be present. 

Your report will also be delivered to you as an Online dashboard and a PDF. You may share the online link with your broker, and other parties in your transaction as you see fit.

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  • Request Your Fixed Rate Quote

  • Review & Approve Quote Online

  • Receive Your Report in 6 Business Days

HAVE QUESTIONS? 

Use Any Email Form

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