• ✈️ Congratulations on Securing Your Deal!

    We’re thrilled you’ve chosen Elevated TM as your real estate eye-in-the-sky—providing a true 40,000-foot view of your transaction, tracking all moving parts, and ensuring a smooth journey from contract to post-closing.

    At Elevated TM, you’re never flying solo.

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    🛬 What You Can Expect From Your ATC Team (Air Traffic Control)

    We manage the behind-the-scenes operations.

    All tasks. All communication. All paperwork. All compliance.
    Whether your deal is traditional, creative, investor, or lending-based—we coordinate it with precision.

    We keep every party aligned & every deadline met.

    No turbulence. No chaos. No surprises.
    Just clear coordination, proactive updates, and smooth landings.

    You stay fully in control—with full peace of mind.

    Your deal stays your deal—you simply gain a dedicated transaction management tower guiding it safely from takeoff to touchdown.

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    ✈️ PLEASE USE THIS FORM TO LAUNCH YOUR TRANSACTION

    All information submitted is private, protected, and handled securely.

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    🛫 Before You Begin

    1. Boarding Pass Required

    Have your Contract/Purchase Agreement ready—this is your ticket for takeoff.

    2. Multi-Device Friendly

    This form is optimized for smartphone, tablet, laptop, and desktop.

    3. Estimated Boarding Time: 10–15 Minutes

    Gathering accurate details now ensures a smooth, delay-free journey later.

    4. Pre-Flight Review

    Once your submission is received, our Team performs a full “flight inspection” to confirm acceptance.

    5. Clearance Confirmation

    Submissions received by 2:00 P.M. ET (Mon–Fri) receive same-day processing.
    If approved, you’ll receive your clearance confirmation (Services Agreement + Invoice) by email & text within one (1) business day or sooner.

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    ✈️ Ready for Takeoff?

    Let’s get started.

  • Acknowledgments

    (Step 1 of 10)
  • Text/SMS/MMS Opt-in*

  • How Did You Hear About Us?

    (Step 2 of 10)
  • Have you worked with Elevated TM before?*
  • How Did You Hear About Us?*
  • Are you a member of any Pace Morby communities or programs?*

  • Who Are You? (Form Submitter)

    (Step 3 of 10)
  • Format: (000) 000-0000.
  • Your Preferred Communication Method*
  • What do you prioritize most in your transaction experience? (Select all that apply)*

  • Contract & Property Details

    (Step 4 of 10)
  • Close of Escrow (COE) / Closing Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Effective Date of the Contract*
     - -
    2 digit month, 2 digit day, 4 digit year
  • Is the Property currently occupied?*
  • Is the Property in ANY stage of foreclosure?*

  • Select Your Package Details

    (Step 5 of 10)
  • Please select the transaction type that best describes your deal:*
  • Does your transaction include any of the following circumstances that may require additional coordination or add-on services? (Select all that apply)*
  • Which Add-On Services do you need? (Select all that apply)*
  • Do you need assistance acquiring Transactional Funding (aka “Gator Funding”) or Private Money?*
  • Do you need assistance finding a Buyer (aka "Dispo / Disposition")?*
  • Would you like a quote for Landlord Insurance?*

  • Seller & Buyer Details

    (Step 6 of 10)
  • Format: (000) 000-0000.
  • Is there a Seller #2?*
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Is there a Buyer #2?*
  • Format: (000) 000-0000.

  • Other Parties Involved In The Transaction

    (Step 7 of 10)
  • Are there ANY other parties involved in this Transaction? (Please select ALL that apply)*

  • Critical Deal Logistics

    (Step 8 of 10)
  • Has a Title Company or Closing Attorney been selected?*
  • Is your Escrow Company the same as your Title Company / Closing Attorney?*
  • Format: (000) 000-0000.
  • Has a Title Search been ordered?*
  • Has Escrow been opened?*
  • Has the Earnest Money Deposit (EMD) been paid by the Buyer?*
  • Has a Property Inspection already been scheduled?*
  • Date of Property Inspection*
     / /
    2 digit month, 2 digit day, 4 digit year

  • Paperwork & Additional Transaction Details

    (Step 9 of 10)
  • Browse Files
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    Cancelof
  • Are there ANY additional documents related to this transaction that we should review? (ex: Riders, Escrow receipts, Leases, Addendums, Payoffs, Assignments, JV Agreements, Entity docs, Resolutions, POAs, Probate docs, Title commitments/reports/invoices, etc.)*
  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof
  • Are there ANY special circumstances, unique terms, or conditions we should be aware of? (Select ALL that apply)*

  • Final Step

    (Step 10 of 10)
  • Would you be interested in joining any of Elevated TM's programs?:*

  • ✈️ After Submitting Your Flight Plan

    Thank you for completing your transaction details. Once you submit your deal, your “flight plan” will undergo a thorough review to ensure we have everything needed to guide your deal from contract to a smooth, on-time landing.

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    🛫 If You Are Cleared for Takeoff

    Services Agreement

    You will receive a Services Agreement via email for e-signature, outlining the scope of work, responsibilities, and expectations for your transaction.

    (Wet-signature versions will be provided upon request.)

    Invoice for Deposit

    An invoice will be issued for the required 50–60% non-refundable deposit (based on transaction type and complexity).

    Your transaction officially “enters the runway” as soon as both your Services Agreement and deposit are completed.

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    🏦 Initiating Escrow

    Once your deposit is processed:

    • Elevated TM will open Escrow with the Title Company / Escrow Officer / Closing Attorney you selected (or with your preferred vendor, if applicable).
    • The remaining 40–50% balance for our services will appear on the Closing or Settlement Statement (HUD-1) and will be collected at the close of escrow (COE).

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    ✨ Additional Services & Cost Transparency

    Some transactions include multiple service layers depending on the structure of your deal.

    Examples include:

    • Assignment / Disposition support
    • Creative-finance documentation
    • Post-closing investor setup
    • Additional parties added mid-transaction
    • Portfolio or multi-property coordination

    If additional transaction services become necessary during your journey:

    • There may be supplementary charges,
    • These charges will be clearly itemized,
    • You will always receive notice and provide consent before we proceed,
    • And each additional service is invoiced separately for full transparency.

    We strive to provide an accurate, upfront estimate based on your selected services. Your invoice will clearly break down:

    • Base service fees
    • Add-ons (if selected)
    • Any anticipated supplemental costs
    • Payment structure (deposit + final balance at COE)

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    🛬 Our Promise

    Our goal is to manage every detail of your transaction with precision, clarity, and care — ensuring your deal moves through the airspace safely, smoothly, and efficiently.

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