Payment & file activation

Payment is due only after your written quote is accepted.

Creating an account, submitting intake, uploading initial documents, and quote review are free. Your file becomes active only after you accept your written quote and complete the required payment step.

Payment timing

When is payment due?

Clients can understand the payment schedule before they begin. The exact amount and due date are shown in the written quote and invoice/payment link.

StageClient actionPayment due?
1. Create free accountEnter name, email, phone, and transaction type.Free
2. Submit intakeProvide property details, closing date, parties, and available documents.Free
3. Quote reviewRealEstateExpt reviews scope and may request missing details.Free
4. Written quote issuedClient sees the accepted scope, price, payment schedule, and file level.Review before paying
5. Quote acceptedClient accepts the written quote and retainer/payment instructions.Payment due
6. Lawyer signing / closingBalance must be cleared before signing or closing appointment where applicable.Balance due
Standard files

50% to activate

For Standard All-In Closing files, 50% is due when the written quote is accepted. The remaining balance is due before lawyer signing or closing.

Complex files

50% to activate, unless quoted differently

Complex All-In Closing files usually follow the same 50% activation and balance-before-signing model, unless the written quote sets a different schedule.

Priority files

100% to activate

Priority Protection Closing files require full payment when the written quote is accepted because urgent work begins immediately.

How clients pay

Secure invoice/payment link after quote acceptance.

  • Secure card or invoice payment link, once connected.
  • E-transfer or approved bank payment instructions, if offered.
  • Separate participating lawyer/law-firm payment link where required.
  • Trust funds, closing funds, purchase funds, and legal retainer handling remain with the participating lawyer/law firm where applicable.

For live launch, connect the website to a payment processor or invoicing system before collecting payments online.

No surprise paid work

Additional charges need written approval.

If property details, lender requirements, title issues, closing date, parties, or complexity changes after the quote, RealEstateExpt explains the change and asks for approval before additional paid work continues.

Request written quote
Client clarity

Closing support desk

Open the bullet-point guide for intake, checklists, document notes, deadline reminders, upload support, and handoff summaries.

  • What clients need to provide
  • What documents are missing
  • Who is responsible for each item
  • Which dates and deadlines matter
  • What is ready for lawyer review
  • What support is not included
View bullet-point page