Workflow

From address to brief, ready for the conversation.

Simple intake. Focused research. A finished Buyer Brief or Seller Brief, delivered to your dashboard and email.

1. Submit the property

Send an address and/or MLS#. Optional notes welcome. We never require an MLS sheet upload.

2. We assemble the brief

We pull public records into a clear, sourced PDF: history, ownership checks, local risk notes, comps with caveats, and the questions that matter.

3. You run the conversation

Download from the portal and walk your client through what the records support.

Delivery

Research starts once we have the address or MLS# and payment is clear. Your finished brief is delivered to your dashboard and email.

Email for a sample

Sample. Prototype: 5 Frazier Ave Buyer Brief — available on request from the homepage or contact.

What we need from you

  • Property address and/or MLS#
  • Optional context (listing notes, questions you already have)
  • Email for delivery

Next step

See Plans & Pricing, or talk to us at [email protected].

See Plans & Pricing