Our Process

Our role is to make complex, distressed, or court-directed real estate as predictable as possible. Most cases follow the structured process below, with additional steps added as needed for court requirements, lender approvals, or unique circumstances. 

Step 1 - Intake & Case Setup 

We begin with a structured intake so we understand the case, the property, and who has decision-making authority.

When we do in this step:

• Confirm who must approve decisions (trustee, attorney, PR, guardian, seller)

• Review case details, deadlines, and any court or lender restrictions

• Verify contact information for all key parties

• Set expectations for communication and timelines

Step 2 - File Review & Property Research 

Next, we gather and verify the information needed to manage risk and support a defensible sale.

What we do in this step:

• Pull public record and MLS history

• Review uploaded documents and case notes

• Verify occupancy and access status

• Identify potential title, lien, or HOA concerns

Step 3 — Valuation & Strategy 

We prepare an as-is valuation and recommend a strategy that balances market reality with the needs of the estate or case.

What we do in this step:

• Prepare a valuation based on condition and local data

• Recommend list price and probable value range

• Outline timing, showing rules, and offer expectations

• Identify any repairs or “as-is” disclosures needed

Step 4 — Court- or Stakeholder-Ready Launch 

Once the strategy is approved, we prepare all public-facing details to align with court, lender, or fiduciary requirements.

What we do in this step:

• Draft MLS remarks with clear, court-compliant instructions

• Publish showing rules and offer instructions for agents

• Coordinate access (lockbox, escorted showings, or limited access)

• Ensure all parties know how updates will be delivered

Step 5 — Offer Management & Selection 

We manage all interest, offers, and negotiations in a way that is transparent and easy to review.

What we do in this step:

• Track all offers and buyer qualifications

• Summarize offers in a clear, side-by-side format

• Highlight terms that impact the estate, court, or lender

• Support trustees, attorneys, and PRs in selecting the best path forward

Step 6 — Contract-to-Close & Final Reporting 

Once an offer is accepted, we stay with the file through closing and deliver final documentation.

What we do in this step:

• Coordinate inspections, access, and required repairs (if any)

• Monitor title, lender, and closing timelines

• Provide status updates at key milestones

• Deliver a closing summary for the estate, trustee, or attorney file

Every case has its own nuances, but this framework keeps the process predictable, documented, and easy to review. If you’re managing a bankruptcy, probate, guardianship, or other distressed sale, we can plug your situation into this structure and adapt as needed. 

To begin, you can submit a case directly through our secure intake form or review the specific case types we handle.