Deal Submission Form

Congratulations on Securing Your Deal!

We're thrilled you've chosen Elevated TM to be your real estate "eye-in-the-sky", providing a 40,000-foot view of your transaction, keeping track of all the moving parts & ensuring a seamless journey from contract to post-closing.

Remember:

-- We handle the intricate behind-the-scenes work: all the tasks, paperwork, communication & compliance required to complete a real estate transaction for traditional, creative & lending deals.

-- We make sure every detail is handled with precision, every deadline is met & every party involved is informed & aligned.

-- You'll have complete control of your deal, with the peace of mind knowing that your transaction management / air traffic control team is taking the journey with you.

PLEASE USE THIS FORM TO QUICKLY LAUNCH YOUR TRANSACTION!

All information provided in this form is secure.

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Please note the following:

1. Boarding Pass Ready: Have your Contract/Purchase Agreement in hand – it's your ticket for this transaction.

2. Optimal Flight Planning: You can easily complete this form on any device (smartphone, tablet, laptop or desktop).

3. Estimated Boarding Time: Anticipate around 15–20 minutes to complete the submission process.

4. Pre-Flight Inspection: Once your flight plan has been thoroughly reviewed, our Team will determine if your submission can be accepted.

5. Clearance Confirmation: All submissions received by 2:00 P.M. Monday - Friday receive same business day processing. If accepted, you'll receive email & text clearance confirmation (Services Agreement & invoice) within one (1) business day or sooner.

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Let's get started!

Acknowledgments

(Step 1 of 10)
Acknowledgment of Processing*

I understand that this submission does not guarantee acceptance for processing. If approved after a review by the Elevated Transaction Management LLC team, I will receive a Services Agreement & an invoice from Elevated Transaction Management LLC.
Acknowledgment of Deposit*

I acknowledge that the services provided by Elevated Transaction Management LLC require a signed Services Agreement & a 50-60% non-refundable deposit of the estimated total costs. The remaining balance for services will be charged at Closing, on the Closing/Settlement Statement (HUD-1). See our pricing and fees page for more information (https://www.elevatedtm.com/who-we-help-pricing).
Text/SMS/MMS Opt-in*

Yes, I would like to receive text/SMS/MMS messages from Elevated Transaction Management regarding my transaction, including updates, reminders, important deadlines, marketing communications, real estate news, and special offers.No, please do not send me any text/SMS/MMS messages.

Your Information

(Step 3 of 10)
What is your role in this Transaction?*
Your Name*

First NameLast Name
Business/Entity Name (if purchasing or taking title as a company)*
Ex: John Doe Company LLC; TBD if not formed yet; N/A if not applicable
Your Email*
example@example.com
Your Phone Number*
Please enter a valid phone number.
Your Preferred Communication Method*

EmailPhone (SMS/Text)Phone (Voice Call)Video Call
Your Business or Brokerage Name*
Please include the contact information of your Broker/Office Manager(s): - their ROLE, FULL NAME, EMAIL & PHONE #; one (1) per line:*
Broker: John Doe, example@example.org, (###) ###-####
# of Transactions you have done?*
What do you prioritize most in the transaction?*

Communication - Receiving updates throughout the transactionResults - Closing the transaction on or before the Close of Escrow (COE) dateDirection - Guidance from our team throughout the transactionOther

Buyer & Seller Details

(Step 6 of 10)
Seller #1: Name*
Individual (Jane C. Smith) or Entity (ABC Company LLC)
Seller #1: Email*
example@example.com
Seller #1: Phone Number*
Please enter a valid phone number.
Is there a Seller #2?*

YesNo
Seller #2: Name*
Individual (Jane C. Smith) or Entity (ABC Company LLC)
Seller #2: Email*
example@example.com
Seller #2: Phone Number*
Please enter a valid phone number.
Buyer #1: Name*
Individual (Jane C. Smith) or Entity (ABC Company LLC)
Buyer #1: Email*
example@example.com
Buyer # 1: Phone Number*
Please enter a valid phone number.
Is there a Buyer #2?*

YesNo
Buyer #2: Name*
Individual (Jane C. Smith) or Entity (ABC Company LLC)
Buyer #2: Email*
example@example.com
Buyer # 2: Phone Number*
Please enter a valid phone number.

Final Step
After Submitting Your Flight Plan

Your submission will undergo a thorough review to ensure we have all the necessary information to provide you with the best possible service.

If Cleared for Takeoff:

-- Services Agreement: You'll receive a Services Agreement for your e-signature, outlining the specifics of our management & coordination services for your transaction.

-- Invoice: An invoice for a 50–60% non-refundable deposit will be issued. Your transaction's journey will commence as soon as we finalize the Services Agreement and receive your deposit.

Initiating Escrow:

-- Upon processing your deposit payment, we'll initiate Escrow with the Escrow/Title Company/Closing Attorney, unless otherwise discussed.

-- The remaining 40-50% balance for our services will be included on the Closing or Settlement Statement (HUD-1) for final billing at the close of escrow (COE).

Additional Services:

Please note: A transaction may have multiple services, resulting in multiple charges, depending on how the deal is being structured.

If additional transaction services become necessary during your transaction's journey, there will be supplementary charges.

These extra costs will be separately invoiced & we'll always seek your consent before proceeding.

We strive to provide an accurate estimate of all potential costs based on your initial selections & your invoice will clearly break down these details.
Release of Liability*

With this submission, I unequivocally discharge Elevated Transaction Management LLC, including its staff, representatives and partners, from any prospective claims, liabilities, or expenditures that might surface, whether directly or indirectly, from the services they deliver or any other engagement with them. Recognizing the integrity with which Elevated Transaction Management LLC operates, I willingly accept all potential risks related to the provided services.
Would you be interested in joining any of Elevated TM's programs?:*

Buyer's List - I want alerts for creative real estate opportunities.Gator List - I would like to see upcoming Gator lending opportunities.Subto List - I would like to learn about creative financing for real estate investing.Newsletter - Stay on course and soar to new heights with our monthly newsletter. Gain valuable industry insights and expert tips to navigate the complex world of real estate transactions.Private Money Lender (PML) List - I would like to receive potential lending or partnership opportunities.Referral Program - earn commissions when you send us referrals.None of the above
Should be Empty:

Acknowledgments

How Did You Hear About Us?

Your Information

Property Details

Select Your Package Details

Buyer & Seller Details

Other Parties Involved In The Transaction

Escrow & Title Details

Paperwork & Additional Transaction Details

Final Step