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Company Policies

Company Policies

Company Policies Articles

Back-office Support

How to get support from our back-office team, including request types, required details, and turnaround times.

Buyer / Lease Transaction Checklist - Resale (Texas)

Step-by-step checklist for managing a Texas resale buyer/lease transaction from contract to close, including key milestones, required docs, and compliance reminders.

Cash Advances Policy

Rules and process for requesting, approving, and repaying cash advances—eligibility, limits, documentation, and timelines.

Collections Policy

How we handle overdue payments: when collections apply, escalation steps, agent responsibilities, and what to expect if an account becomes delinquent.

Duplicate Leads

How duplicate leads are identified and resolved, including ownership rules, dispute steps, and best practices to prevent duplicates.

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