Start Before Delays Happen: one missing document can slow the whole closing • Support Desk: upload, track, organize, handoff • Language Support: request reading copies and checklists in your preferred language • Contact: admin@legalexpt.com · (647) 801-6612
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Pricing

Peace of mind, all-inclusive real-estate closing packages.

Public clients see a starting price and a standard-file maximum price before they start. Each package combines RealEstateExpt professional document preparation with legal services by a participating licensed lawyer or law firm under that lawyer/law-firm retainer, plus routine disbursements and applicable HST when confirmed in the accepted written quote.

Public pricingAgents & Brokerages pricingIn-person intakeMortgage Pro pricingLawyers & Law Firms pricingGet Exact Price
Language support included

Any document you want in your own language — on demand, included free.

RealEstateExpt can prepare translated reading copies, plain-language notes, checklists, deadline reminders, upload instructions, and handoff summaries in your preferred language at no extra support charge.

  • Carefully prepared reading-copy support with context checks and follow-up questions where needed.
  • Small print, unusual clauses, document requests, and deadline warnings can be explained in the language you understand best.
  • For certified, official, lender, registry, court, or legal-use translations, we clearly flag when certified translation or lawyer review is required.
See language supportRequest translation support
Public online closings

All-in public packages with participating lawyer fee included.

Each public package shows a starting price and a standard-file maximum. The standard package includes RealEstateExpt document preparation, the participating lawyer/law-firm legal fee, routine legal office disbursements, and applicable HST where confirmed in the accepted written quote. Government, registry, title-insurance, tax, lender, and other third-party charges are listed separately below when they are not included.

Price certainty

Starting price + maximum price cap.

RealEstateExpt prepares the paperwork, organizes missing items, tracks deadlines, provides client hub access, and connects the file to participating lawyer review, signing, and closing. The accepted written quote confirms the all-in package price and clearly separates any excluded taxes, title, government, registry, lender, or third-party charges.

  • Published standard-file maximum on every public card
  • RealEstateExpt document preparation and coordination included
  • Participating lawyer/law-firm legal fee included in the accepted written quote
  • Routine legal office disbursements and applicable HST included where confirmed in writing
  • Not-included items are listed clearly: land transfer tax, title insurance, government/registry/Teranet fees, lender charges, and other third-party costs where applicable
  • No surprise paid work without written approval
Buying property closing package imageBuying

Buying Property

Starts at CAD $1,999Standard max CAD $2,799*

For buyers who want one organized purchase file, legal review/signing support through a participating lawyer, and clear closing steps before pressure builds.

All-in standard package: RealEstateExpt preparation + participating lawyer/law-firm legal fee + routine legal office disbursements + applicable HST, where confirmed in the accepted written quote.
Package includes
  • RealEstateExpt purchase intake, document preparation, and file organization
  • Agreement, condition, deadline, and small-print checklist
  • Mortgage/lender document coordination and missing-item tracking
  • Client Hub status, secure upload / Dropbox upload guidance, and handoff notes
  • Participating lawyer/law-firm legal fee included in the accepted written quote
  • Routine legal office disbursements and applicable HST included where confirmed in writing
Not included unless written into your quote
  • Land transfer tax or any property-value tax payable to government
  • Title insurance premium, if required or chosen
  • Government registration/document fees, Teranet/registry charges, and similar public-office charges unless expressly included in your quote
  • Condo status certificate, building/property third-party fees, lender/appraisal/inspection fees
  • Purchase price, deposit, adjustments, tax/utility/condo arrears, or any client financial obligation
Clear price note: Standard buying package includes RealEstateExpt preparation plus participating lawyer fee. Excluded government/property-value and third-party charges are disclosed before payment or closing.
Get buying price
Selling property closing package imageSelling

Selling Property

Starts at CAD $1,699Standard max CAD $2,399*

For sellers who want payout, discharge, closing-date, document, and handoff support organized with the participating lawyer fee included in the package.

All-in standard package: RealEstateExpt preparation + participating lawyer/law-firm legal fee + routine legal office disbursements + applicable HST, where confirmed in the accepted written quote.
Package includes
  • RealEstateExpt sale intake, seller document preparation, and file organization
  • Realtor, lender, and lawyer contact summary
  • Mortgage payout/discharge tracking and missing-item checklist
  • Closing-date reminders, Client Hub status, and lawyer-ready handoff summary
  • Participating lawyer/law-firm legal fee included in the accepted written quote
  • Routine legal office disbursements and applicable HST included where confirmed in writing
Not included unless written into your quote
  • Mortgage payout balance, mortgage penalty, discharge penalty, or lender administration charges
  • Real-estate commission, staging, repair, moving, tax, utility, condo, or adjustment amounts
  • Government registration/document fees, Teranet/registry charges, or similar public-office charges unless expressly included in your quote
  • Disputes, litigation, title defects, lien issues, or work outside the accepted written scope
  • Rush, complex, or major file changes after the accepted quote unless approved in writing
Clear price note: Standard selling package includes RealEstateExpt preparation plus participating lawyer fee. Payouts, commissions, adjustments, and third-party charges remain the client’s responsibility unless written into the quote.
Get selling price
Mortgage refinancing closing package imageRefinance

Mortgage Refinancing

Starts at CAD $1,499Standard max CAD $2,099*

For homeowners refinancing who want lender instructions, payout details, ID, signing steps, and lawyer-ready refinance support organized in one all-in package.

All-in standard package: RealEstateExpt preparation + participating lawyer/law-firm legal fee + routine legal office disbursements + applicable HST, where confirmed in the accepted written quote.
Package includes
  • RealEstateExpt refinance intake, file setup, and document organization
  • Lender instruction checklist and condition tracking
  • Mortgage, payout, discharge, ID, and client-information coordination
  • Deadline tracking, Client Hub status, and secure upload / Dropbox guidance
  • Participating lawyer/law-firm legal fee included in the accepted written quote
  • Routine legal office disbursements and applicable HST included where confirmed in writing
Not included unless written into your quote
  • Existing mortgage payout balance, mortgage penalty, discharge fee, or lender administration charge
  • New lender/broker fees, appraisal, inspection, credit, insurance, or underwriting charges
  • Title insurance premium if required by the lender
  • Government registration/document fees, Teranet/registry charges, or similar public-office charges unless expressly included in your quote
  • Private lender, second mortgage, rush, title issue, or major file change unless approved in writing
Clear price note: Standard refinance package includes RealEstateExpt preparation plus participating lawyer fee. Lender charges, payout balances, title insurance, and government/registry charges are separate unless written into the quote.
Get refinance price
Title transfer closing package imageTransfer

Title Transfer

Starts at CAD $1,299Standard max CAD $1,899*

For ownership changes, family transfers, adding/removing a name, or title-transfer preparation with a clearer all-in lawyer-supported path.

All-in standard package: RealEstateExpt preparation + participating lawyer/law-firm legal fee + routine legal office disbursements + applicable HST, where confirmed in the accepted written quote.
Package includes
  • RealEstateExpt title-transfer intake, ownership summary, and document organization
  • ID, relationship, property, and transfer-detail checklist
  • Mortgage/lender issue checklist where applicable
  • Missing-document list, deadline notes, and lawyer-ready transfer package
  • Participating lawyer/law-firm legal fee included in the accepted written quote
  • Routine legal office disbursements and applicable HST included where confirmed in writing
Not included unless written into your quote
  • Land transfer tax or any government tax if applicable to the transfer
  • Government registration/document fees, Teranet/registry charges, and similar public-office charges unless expressly included in your quote
  • Title insurance premium, if required or chosen
  • Mortgage/lender consent, refinance, discharge, payout, or administration charges
  • Tax advice, estate planning, family-law/separation advice, corporate advice, disputes, or litigation
Clear price note: Standard title-transfer package includes RealEstateExpt preparation plus participating lawyer fee. Taxes, registry charges, title insurance, lender charges, and non-real-estate legal advice are separate unless written into the quote.
Get title-transfer price
If the file is not standard

Three public file levels, each with a maximum-price approach.

Most ordinary files fit the standard maximum shown on the transaction card. Files with extra work are moved to Complex or Priority Protection only after the client receives a written maximum price and approves it.

Level 1

Standard All-In Closing

Uses the transaction-card maximum.

  • Buying max CAD $2,799*
  • Selling max CAD $2,399*
  • Refinance max CAD $2,099*
  • Title transfer max CAD $1,899*
Level 2

Complex All-In Closing

CAD $2,800–$3,995 maximum*

  • Missing documents or extra follow-up
  • Multiple buyers, sellers, payouts, or lender requests
  • Condo, private sale, POA, estate, separation, or non-resident items
  • Written maximum quote before payment
Level 3

Priority Protection Closing

CAD $4,000–$5,995 maximum*

  • Rush or closing within 10 business days
  • Delayed, high-pressure, or high-risk file
  • Private lender, assignment, corporation, major title/lien/occupancy issue
  • Written maximum quote before payment

*What the all-in price includes — and what it does not include

The maximum price applies to the confirmed file level, transaction details, deadline, property information, and scope accepted in writing. The accepted quote can include RealEstateExpt document preparation, participating lawyer/law-firm legal fee under the lawyer/law-firm retainer, applicable HST, routine legal office charges, standard disbursements, Client Hub access, secure upload support, deadline tracking, and lawyer handoff support.

No surprise workIf extra work is required, RealEstateExpt explains the reason and sends a revised written quote before additional paid work continues.
Common reasons for extra chargeRush deadlines, private lender, multiple mortgages, multiple properties, assignment, corporation, estate, POA, separation, non-resident, unusual title/lien/occupancy issue, or major file change after quote.
Taxes, title, government and third-party items excludedLand transfer tax, title insurance premium, government registration/document fees, Teranet/registry charges, lender charges, mortgage payout/penalty, adjustments, arrears, realtor commission, disputes, or work outside the accepted scope are separate unless expressly included in writing.

Land transfer tax, title insurance premium, government registration/document fees, Teranet/registry charges, condo status certificate/estoppel certificate, lender charges, appraisal/inspection fees, tax/utility/condo arrears, adjustments, realtor commission, and similar third-party or property-value charges are not included unless expressly written into the accepted quote. Where they cannot be included up front, they are disclosed separately before payment or closing.

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.
Agent Handoff Link service imageEntry 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
Client Readiness File service imagePer 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
Agent Pro Monthly service imageMonthly

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 / Brokerage Desk service imageTeam 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 intakeSee 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.

Mortgage agents, lenders & credit unions

Mortgage-document support pricing for professionals.

Per-file and monthly packages for borrower intake, missing-document tracking, lender-condition checklists, refinance coordination, language-support reading copies, and lawyer/lender handoff summaries.

Mortgage File Intake support imageEntry file

Mortgage File Intake

CAD $99/file

For agents or lenders who need a clean starting intake and document-start list.

Service includes
  • Client and file intake summary
  • Transaction type and deadline capture
  • Mortgage document-start list
  • Preferred-language note
  • Secure upload request path
  • Support boundary note
Outcome: A clear file-start package instead of scattered first messages.
Submit file
Mortgage Readiness Pack imageMost practical

Mortgage Readiness Pack

CAD $199/file

For client files with missing borrower documents, lender conditions, or unclear upload status.

Service includes
  • Everything in Mortgage File Intake
  • Borrower document checklist
  • Lender-condition tracker
  • Missing-item follow-up list
  • Deadline and urgency notes
  • Client Hub status preview
Outcome: Client, agent, and lender see what is missing and what comes next.
Choose pack
Refinance Coordination Pack imageRefinance

Refinance Coordination Pack

CAD $299/file

For refinance, switch, payout, discharge, and lawyer/lender handoff coordination.

Service includes
  • Refinance intake and file setup
  • Payout/discharge checklist
  • Lender instruction tracker
  • Lawyer/lender contact summary
  • Missing-condition list
  • Lawyer-ready handoff summary
Outcome: A cleaner refinance file with payout and condition issues visible early.
Start refinance file
Mortgage Partner Monthly Desk imageMonthly desk

Mortgage Partner Monthly Desk

CAD $499–$999/month

For mortgage agents, teams, and small lender offices with recurring client files.

Service includes
  • Partner intake link
  • Recurring file queue
  • Monthly document support
  • Missing-item tracking
  • Language-support reading-copy requests
  • Monthly status summary
Outcome: A recurring support lane for mortgage-document workflow.
Start partner account
Lenders and credit unions

Brokerage / lender workflow — custom quote

For credit unions, private lenders, mortgage teams, or brokerages that need a branded intake path, document request workflow, staff dashboard, language support, and file handoff reporting.

Request lender workflowPreview Mortgage Hub

RealEstateExpt is paid for document coordination and workflow support, not mortgage referrals. Mortgage products, rates, approvals, suitability, underwriting, and commitments are handled by licensed mortgage professionals and lenders.

Lawyers & law firms

Back-office intake, document coordination, and client-hub workflow support.

The law firm remains responsible for legal advice, legal review, trust funds, registration work, and client-lawyer obligations. RealEstateExpt provides support workflow only.

Intake Processing service imagePer file

Intake Processing

CAD $150/file

For firms that want client intake cleaned up before lawyer or staff review.

Service includes
  • Client/contact summary
  • Matter type and closing date capture
  • Initial document list
  • Basic missing-item notes
  • File-start checklist
  • Support boundary note
Outcome: A cleaner intake package arrives before legal review begins.
Start intake
Closing Readiness Pack service imageStructured file

Closing Readiness Pack

CAD $350/file

For firms that want a structured file with documents, dates, and client questions organized.

Service includes
  • Document index
  • Missing-items list
  • Timeline and key dates
  • Client questions
  • Upload/status notes
  • Handoff summary for firm review
Outcome: Your team receives a clearer file package for review and follow-up.
Start intake
Overflow Support Desk service imageMonthly

Overflow Support Desk

From CAD $1,500/month

For busy real-estate practices needing monthly support capacity during peak periods.

Service includes
  • Monthly file or hour allocation
  • Client follow-up support
  • Checklist maintenance
  • Status updates
  • Document organization queue
  • Support process reporting
Outcome: Extra support capacity without turning the public site into a law-firm fee page.
Request quote
White-Label Client Hub service imageCustom

White-Label Client Hub

Custom quote

For firms that want a branded intake, upload, and status workflow for their own clients.

Service includes
  • Branded intake page
  • Upload workflow
  • Status dashboard planning
  • Firm-specific templates
  • Client hub language customization
  • Setup and monthly support options
Outcome: A custom client-facing workflow that can match the firm’s process.
Request quote
Important

What is not included unless written into your quote

Land transfer tax, title insurance premium, government registration/document fees, Teranet/registry charges, lender fees, mortgage payout or penalty, property tax/condo/utility arrears, adjustments, realtor commission, appraisals, inspections, disputes, litigation, tax advice, estate/family/corporate advice, or work outside the accepted written scope are not included in the package price unless expressly written into the accepted quote.

Common reasons for a revised written quote

  • Rush deadline or after-hours file
  • Private lender, multiple mortgages, or payout complexity
  • Multiple properties or second transaction
  • Assignment, corporation, estate, POA, separation, or non-resident issue
  • Unusual title, lien, occupancy, or lender requirement
  • Major file change after the accepted quote
Request quoteStart intake
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

Explore Partner Options

Apply to Partner →

Agents & brokerages

Client-readiness workflow

Open page →

Mortgage professionals

Document and condition tracking

Open page →

Law firms

Intake and file support

Open page →

Apply to partner

Start your partner application

Open page →

Partner workflow

Intake, tracking, handoff support

Open page →

RE/MAX Canada

Residential real-estate brokerage

Open site →

Royal LePage

Full-service real-estate brokerage

Open site →

Sutton Group

Canadian real-estate brokerage

Open site →

Dominion Lending Centres

Mortgage brokerage

Open site →

Meridian Credit Union

Credit union / lender

Open site →

MCAP

Mortgage lender / provider

Open site →

Fasken

National law firm

Open site →

BLG

National law firm

Open site →

Blakes

Business law firm

Open site →

Become a partner

Apply and build your workflow

Open page →

Website links open in a new tab where applicable. These listings are examples and do not claim an official RealEstateExpt partnership unless approved in writing.