Main Street Sales · Mergers & Acquisitions · Buyer Sourcing · Valuation Support
Buyers qualified. NDAs tracked before the CIM.Every closing checklist chased, no admin on staff.
Your brokers stay with buyers and sellers. Your clerks keep the NDAs, qualifying, and closing checklist moving.
Your clerks
They draft. You approve.
The Listing Prep Clerk
Drafts the confidential review and marketing packet from the seller's financials, ready to release.
The NDA Clerk
Drafts the NDA reply to every inquiry and tracks who signed.
The Buyer Qualifying Clerk
Drafts a qualification questionnaire for buyer inquiries and flags who needs proof of funds.
The CIM Routing Clerk
Tracks who has received the confidential memorandum and chases whoever's gone quiet.
The Closing Checklist Clerk
Tracks every closing condition and drafts the reminder for whoever's document is late.
What it knows
Deal cycles. Buyer inquiries spike right after listing, then quiet during diligence. Follow-up tracks that.
Deal pitfalls. A skipped NDA or unproven funds is how confidential numbers reach the wrong hands.
The language. CIM, letter of intent, EBITDA add-backs, and SDE get written in broker language.
Your limits. Valuing, negotiating terms, and recommendations to a buyer or seller stay with the broker.
Your software
What changes
No inquiry unanswered
Every buyer lead gets the NDA and questionnaire fast.
CIMs get tracked
You know who has the memorandum and who's gone quiet.
Evenings back
Closing checklists wait for a signature, not a Sunday night.
Fees
See it on your own pipeline.
The free audit shows where your hours go and what to hand off first.
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