For agents & brokerages

Stop chasing paperwork. Send clients into a clear closing-support path.

Give every buyer, seller, refinance client, or title-transfer client one professional intake route, one missing-document checklist, one upload path, and one handoff-ready support summary.

Start agent setup See agent pricing

Agents & brokerages

Clear client-readiness support real-estate agents can understand at one glance.

You are paying for a cleaner client file before lawyer, lender, or closing support starts: intake, document-start list, missing-item tracking, upload instructions, client hub routing, and handoff-ready support notes. This is a document/workflow support service, not a referral-fee program.

What you getClient intake link, document checklist, missing-item list, deadline notes, and handoff summary.

Why agents need itSpend less time chasing paperwork and more time serving clients and closing deals.

What clients seeA simple support path, upload instructions, request ID, and clear next steps.

What is not includedNo legal advice, mortgage advice, negotiation, agency representation, or referral-fee arrangement.

Entry workflow

Agent Handoff Link

Free setup or CAD $49/file

Best for: agents who want a simple link to send clients right after the deal paperwork is ready.

What you are paying for

Clean client intake route
Basic transaction details capture
Client request ID for tracking
Buyer/seller document-start list
Large-file Dropbox upload path
Support-only boundary note

Why you need it

Instead of sending long texts and repeating the same instructions, you give the client one professional starting point.

Not included: file review, legal advice, mortgage advice, title review, negotiations, or full client follow-up.

Agent outcome: The client has a clear next step and a document-start list.

Start handoff link

Per file

Client Readiness File

CAD $199/file

Best for: a buyer or seller file that needs a clear checklist before lawyer or lender handoff.

What you are paying for

Client intake review
Missing-document checklist
Key dates and deadline list
Upload instructions and file notes
Document categories for the client
Handoff-ready support summary

Why you need it

The client knows what is missing before the file reaches the next professional, reducing avoidable back-and-forth.

Not included: legal review, title search, lender approval, tax advice, certified translation, or realtor representation work.

Agent outcome: A cleaner client file with missing items, dates, and next steps visible.

Prepare client file

Monthly

Agent Pro Monthly

CAD $399/month

Best for: active agents who regularly need client-readiness support for purchase, sale, refinance, or title-transfer files.

What you are paying for

Up to 3 active files/month
CAD $125/additional file
Reusable client intake process
Client Hub workflow routing
Priority support queue
Monthly file status overview

Why you need it

You get a repeatable support desk instead of rebuilding the same document checklist for every client.

Not included: team dashboard build, CRM integration, brokerage-wide workflow, legal services, mortgage services, or advertising.

Agent outcome: A monthly client-prep process that saves time on recurring files.

Start monthly setup

Team plan

Team / Brokerage Desk

From CAD $1,200/month

Best for: teams and brokerages that need one shared intake process for multiple agents and client files.

What you are paying for

Brokerage/team intake links
Shared support desk workflow
Team dashboard structure
Monthly reporting summary
Priority support lane
Volume pricing quoted in writing

Why you need it

Your team gets a consistent document-readiness system instead of every agent using a different process.

Not included: custom software build, MLS/CRM integration, brokerage compliance advice, legal advice, mortgage advice, or staff payroll.

Brokerage outcome: A clearer support lane for multiple agents, clients, and recurring files.

Request team quote

Clear boundary

RealEstateExpt helps organize the file. The agent still controls the client relationship.

These plans are paid support services for document organization, client-readiness, missing-item tracking, language-support reading copies, upload routing, and handoff notes. They are not legal services, mortgage services, brokerage services, agency representation, advertising, or referral-fee payments.

Done-for-you in-person intake for agents

We meet the client, collect the details, organize the documents, and complete the intake for them.

This is a hands-on, white-glove intake service for clients who do not use computers, struggle with online forms, cannot upload documents, or need language support. RealEstateExpt can attend in person, complete the intake, organize the document-start list, explain next steps, coordinate large-file Dropbox upload, and prepare the file for agent, lawyer, lender, or support-desk handoff.

Book in-person intake See all-in prices

No hour capWe stay with the accepted intake file until the in-person intake work is completed.

Revisits includedIf the same intake file needs follow-up visits, they are included in the package price.

Courier/document pickup includedDocument pickup, drop-off, and courier-style support are included within scheduled service areas.

Language support availableClients can receive checklist explanations and reading-copy support in their preferred language.

What “in-person intake” means

It is not just a visit. It is a full hands-on intake completion service.

The goal is to take the time-consuming intake burden away from the agent and the client. We meet the client, collect what is needed, fill the intake, list missing items, help with upload direction, arrange document pickup/drop-off support where needed, and prepare a clean next-step summary.

1. Meet

We meet the client in person

Scheduled by service area. No separate mileage charge. The appointment is for getting the real-estate intake completed properly.

2. Complete

We complete the intake for them

Names, contact details, transaction type, property details, closing date, parties, lawyer/lender/agent information, and client questions.

3. Organize

We organize documents and pickups

We list available documents, missing items, upload needs, Dropbox steps, and document pickup/drop-off support within the scheduled service area.

4. Finish

We follow through until intake is complete

Revisits and additional time for the same accepted intake file are included, so the client is not abandoned halfway through the process.

All-in visit pricingThe package price includes the in-person intake workflow for the accepted client file.

No hour capNo separate hourly billing for the accepted in-person intake file.

No revisit capFollow-up visits for the same accepted intake file are included until the intake is completed.

Courier support includedDocument pickup/drop-off style support is included within scheduled service areas.

In-Person Intake Starter

CAD $199.99

Best for: a simple English intake where the client mainly needs help completing the form and understanding the starting checklist.

What this service is

A basic in-person appointment to sit with the client, collect the essential information, complete the intake, and create the first document-start list.

Included in this price

In-person intake completion for the accepted file
No hour cap for the accepted intake workflow
Revisits included until the intake is completed
Basic buyer/seller/refinance/title-transfer intake
Client contact and property information collection
First document-start list
Dropbox upload guidance
Document pickup/drop-off support within scheduled service areas

Not included: language support, complex document sorting, legal advice, mortgage advice, certified translation, lawyer review, government fees, title fees, registration fees, land transfer tax, or services outside the accepted file scope.

Agent outcome: The client gets started properly without the agent filling the intake for them.

Book starter intake

In-Person Client Intake Visit

CAD $249.99

Best for: clients who need personal help completing intake and organizing the first layer of documents.

What this service is

A fuller in-person intake service where we collect the client information, complete the intake, organize first missing-item notes, handle document pickup/drop-off support where needed, and prepare a clearer handoff path.

Included in this price

In-person intake completion for the accepted file
No hour cap for the accepted intake workflow
Revisits included until the intake is completed
Client details and transaction information
Property and closing-date information
Document-start checklist and missing-item notes
Dropbox upload guidance and Client Hub request ID
Courier/document pickup-drop-off support within scheduled service areas
Handoff-ready intake summary

Not included: legal advice, mortgage advice, realtor representation, negotiation, title search, lawyer review, certified translation, notarization, government fees, land transfer tax, title insurance, registration fees, or work outside the accepted file scope.

Agent outcome: The client intake is completed without the agent spending hours on paperwork support.

Book in-person intake

Multilingual In-Person Intake Visit

CAD $349.99

Best for: clients who need intake help in their preferred language or need forms explained more carefully.

What this service is

A language-supported in-person service for clients who understand better in another language and need help with forms, checklist wording, deadlines, document requests, and upload steps.

Included in this price

Everything in In-Person Client Intake Visit
No hour cap for the accepted intake workflow
Revisits included until the intake is completed
Language-assisted intake support
Reading-copy explanation of checklist items
Document request explanation in preferred language
Deadline and next-step explanation
Courier/document pickup-drop-off support within scheduled service areas
Support notes for lawyer, lender, or agent review

Not included: certified translation, legal interpretation, legal advice, mortgage advice, official registry/lender/court translation, government fees, title fees, or interpreter services outside the accepted quote.

Agent outcome: The client understands the file better before it moves forward.

Book multilingual intake

Complex In-Person Intake Visit

CAD $449.99

Best for: document-heavy files, multiple parties, refinance, title transfer, lender issues, or clients who need extra help.

What this service is

A hands-on in-person service for files where a basic checklist is not enough because there are many documents, parties, questions, lender conditions, or title-transfer issues.

Included in this price

Extended in-person intake for the accepted file
No hour cap for the accepted intake workflow
Revisits included until the intake is completed
Multiple-party information collection
Complex document-start checklist
Mortgage/lender document notes where applicable
Title-transfer or refinance intake details
Courier/document pickup-drop-off support within scheduled service areas
Handoff-ready file summary

Not included: legal advice, title work, lender approval, dispute/litigation support, government fees, title insurance, land transfer tax, registration fees, or work outside the accepted file scope.

Agent outcome: A difficult file gets organized before it becomes a bigger delay.

Book complex intake

Red-Hot Express Intake Visit

CAD $699.99

Best for: urgent same-day, next-day, evening, weekend, or deadline emergency files.

What this service is

A priority in-person intake service for files that cannot wait because a lawyer, lender, agent, or closing deadline is already pressing.

Included in this price

Priority scheduling where available
Urgent in-person intake for the accepted file
No hour cap for the accepted intake workflow
Revisits included until the urgent intake is completed
Fast document-start checklist
Urgent missing-item list
Dropbox upload guidance
Courier/document pickup-drop-off support within scheduled service areas
Same-day or next-step handoff summary where possible

Not included: guaranteed same-day closing, legal advice, mortgage advice, lawyer availability, lender approval, government processing, government fees, title fees, or services outside the urgent quote.

Agent outcome: A delayed or urgent client file gets immediate hands-on intake support.

Book red-hot express

Red-Hot Multilingual Express Visit

CAD $799.99

Best for: urgent files where the client also needs language support and hands-on document guidance.

What this service is

A premium urgent service for deadline-pressure files where the client also needs help in another language to understand forms, documents, deadlines, and next steps.

Included in this price

Priority urgent appointment where available
Language-assisted in-person intake
No hour cap for the accepted intake workflow
Revisits included until the urgent intake is completed
Urgent document and deadline explanation
Missing-item list in client-friendly language
Courier/document pickup-drop-off support within scheduled service areas
Support notes for lawyer, lender, or agent review
Urgent handoff-ready summary where possible

Not included: certified translation, legal advice, mortgage advice, guaranteed lawyer/lender response, government fees, title fees, land transfer tax, registration fees, or work outside the accepted urgent scope.

Agent outcome: Urgent + language-barrier files get immediate intake support before deadlines get worse.

Book multilingual express

All-in service-area price

One accepted intake file. One package price. No separate hourly, revisit, mileage, or courier charge within scheduled service areas.

In-person visits are available when RealEstateExpt is working in a scheduled service area. The package price includes the time, revisits, and document pickup/drop-off support needed to complete the accepted intake file. Red-Hot Express appointments are priced separately because urgent scheduling, language support, and document-heavy work require priority time.

How it works

From scattered information to a clear support package.

Submit intake details, upload what is available, receive a missing-item view, and use the client hub or handoff summary to keep next steps visible.

Start intake Open Client Hub

Choose the support lane.Public client, agent/brokerage, or lawyer/law-firm workflow.
Submit documents.Agreements, ID, lender papers, statements, client details, correspondence, or other requested items.
Track missing items.See what is received, what is missing, who is responsible, and which date matters.
Prepare for handoff.Use the organized package for lawyer, lender, client, or real-estate professional follow-up.

Stop chasing paperwork. Send clients into a clear closing-support path.

Clear client-readiness support real-estate agents can understand at one glance.

Agent Handoff Link

Client Readiness File

Agent Pro Monthly

Team / Brokerage Desk

RealEstateExpt helps organize the file. The agent still controls the client relationship.

We meet the client, collect the details, organize the documents, and complete the intake for them.

It is not just a visit. It is a full hands-on intake completion service.

We meet the client in person

We complete the intake for them

We organize documents and pickups

We follow through until intake is complete

In-Person Intake Starter

In-Person Client Intake Visit

Multilingual In-Person Intake Visit

Complex In-Person Intake Visit

Red-Hot Express Intake Visit

Red-Hot Multilingual Express Visit

One accepted intake file. One package price. No separate hourly, revisit, mileage, or courier charge within scheduled service areas.

From scattered information to a clear support package.

Closing support desk

Explore Partner Options

Agents & brokerages

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Law firms

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RE/MAX Canada

Royal LePage

Sutton Group

Dominion Lending Centres

Meridian Credit Union

MCAP

Fasken

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