How it works

Eight steps from contract to first payment.

Every creative file moves through the same eight steps, in the same order. Each step shows what happens, who does it and what you will need to have ready.

Start a File See the steps
  • Open a file$250, balance at closing
  • Call or text940-206-4427
  • Works withInvestors, wholesalers, agents
The file journey

Step by step. See what happens and who does it.

Same checklist on every file, in the same order. The deal type changes what goes on the list, not the order of the steps.

Who does what

Four roles on every creative file. Each one stays in its lane.

Clear roles are how a creative deal stays clean. Kristen is the hub. The licensed people do the licensed work.

  1. 01

    Kristen coordinates

    Opens the file, builds the checklist, tracks every document and deadline, and keeps every party in the loop until the deal closes and the first payment is confirmed.

    Steps 02, 04, 08, and tracking on every other step

  2. 02

    Your attorney drafts

    The note, deed of trust, wrap or subject-to addenda and any state-required notices come from your attorney. Kristen gets them what they need and tracks the drafts.

    Steps 04

  3. 03

    Your title company closes

    Title search, commitment, closing, funding and recording happen at your title company or closing attorney. Kristen keeps them supplied and on schedule.

    Steps 03, 07

  4. 04

    Your servicer collects

    Payments after closing run through a loan servicer. Kristen sends the setup packet and confirms the account is live before you sign.

    Steps 06, 08

How you'll hear from Kristen

One person, one number.

One phone number and one email address, the same at every step of the file.

Have a contract?

Open the file today. Kristen takes it from here.

Start a File Text Kristen

Call or text 940-206-4427 or email kdean2014@yahoo.com