Step-by-Step Guide
01
Schedule a Consultation
Tell us about your business, monthly transaction volume, current systems, and the support your agents need.
02
We Learn Your Workflow
During onboarding, we learn your brokerage procedures, communication preferences, transaction platform, and compliance requirements.
03
Submit Your Contracts
Once a contract is executed, send it to HarborFlow Transaction Services through your approved system or brokerage platform.
04
We Manage the Transaction
We track deadlines, organize documents, coordinate with title, lenders, inspectors, appraisers, and keep the appropriate parties updated.
05
Close With Confidence
We help keep the file organized and moving forward through closing, giving agents more time to focus on clients and new business.
06
Continue With a Monthly Plan
New subscription clients receive their first month complimentary for up to 10 active transactions. After the trial month, choose the monthly plan that fits your volume.