Readiness checklist

Ready to start your exchange?

Tick off what you have. You do not need everything at once. Anything you fill in here carries over to the intake form.

0 of 5 ready

1. Your name and how title is held on the property you are selling
Your deed or your title company can tell you exactly how title is held.
2. The property address and expected closing date
Add them here and we will carry them over.
Closing date (actual or expected)
Property state
City
3. Your escrow or title company contact
The company handling your closing.
Escrow or title company
4. Your agent, attorney, or CPA contacts, if you would like us to coordinate
Optional. We can work directly with them.
5. A copy of the purchase contract, once it is signed
Not needed to start. Send it when it is signed.

Start when you are ready.

We confirm every detail by phone before anything is signed.