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About
Bit about me - 3rd Gen Realtor, 23 years as a TC, 7,500+ San Diego transactions, and a specialty in risk management — meaning I find what's about to blow up a deal before it blows up yours. I focus my business model on boutique brokerages and independent agents on all deal types, including probate and short sales. I'm a CAR Forms Trainer & Certified TC & Notary. Ready to Get Started? Send me your worst nightmare file. Solving problems is where I do my best work.
License
Licensed agent
Experience
23 years
Coverage
This coordinator covers the following state:
Software & tools
- DocuSign
- Glide
- SkySlope
- ZipForms
- Paperless Pipeline
- Sweet Assist
- PlanetRE
- Dropbox
- Transact (Lone Wolf)
- Google Drive
- Other / can learn yours
AI technologies
Models
- Claude (Anthropic)
- GPT-4o (OpenAI)
- Gemini 1.5 Pro (Google)
- Llama 3.1 (Meta)
Transcription
- Whisper (OpenAI)
Perks
- No termination feesCancel anytime without a penalty.
- No onboarding feesNo upfront cost to start working together.
- Both-side discountsReduced rates when you bring both sides of a deal.
- Paid on CDAYou don’t pay until the Closing Disclosure is approved.
- Online invoiceInvoicing and payment handled through a web portal.
- Dedicated phone lineDirect phone number clients can reach them on.
- Extended hoursAvailable before 9am and/or after 5pm on weekdays.
- Weekend hoursAvailable Saturdays and/or Sundays.
- Works in your systemWill use whatever software your brokerage runs, including one they have not used before.
- Notary services availableNotary services can be arranged for your signing.
Pricing
Both
- Per transaction$750
- Monthly retainer$3,500/mo
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