File Intake

Dedicated onboarding starts before the first deadline ever hits.

Apex intake is built for businesses that need stronger upfront visibility, cleaner submission standards, and a process that translates well across multiple file types.

Buyer-side team onboarding

Best for expansion or multi-agent buyer files where multiple contacts, lender coordination, and clear communication cadence matter immediately.

Buyer team form embed goes here

Use this slot for a premium intake form that captures team lead, agent, lender, and communication preferences.

Listing-side onboarding

Built for teams or brokerages that need clean seller-side setup, title coordination, and stronger leadership visibility from the start.

Listing team form embed goes here

Best used for a seller-side form with stronger title, brokerage, and compliance checkpoints built in.

Investor and specialty transaction intake

Use this path when the workflow is more complex, the timeline is tighter, or the transaction type does not fit a basic residential template.

Investor / hybrid form embed goes here

Ideal for collecting acquisition details, special contacts, and non-standard workflow notes up front.

After submission

Your file is reviewed for completeness and triaged against any immediate risks.
We confirm the right points of contact and align the communication cadence for that account.
The file enters a workflow built for visibility, ownership, and cleaner leadership oversight.