

SM2 CONNECT FORMS
Start Here
Choose the form that matches what you need. Each option below will take you directly to the appropriate SM2 Connect request or intake form.
GET CONNECTED
How Can We Support You?
OFFER PREPARATION
Get Started with TC
Ready to make an offer? Send us your offer terms and we’ll prepare the documents for your review.
New to SM2 Connect? Start here to set up your agent profile and choose between transaction coordination services, virtual assistant services or both.
SUBMIT A BINDING CONTRACT
Offer accepted? Send us your fully executed contract and we’ll coordinate the transaction from contract to close.








Full Service Transaction Support
Comprehensive Transaction Coordination
Offer Preparation
Preparing to make an offer? We assist with preparing the documents needed to get your offer ready for submission.
Deadline & Compliance Tracking
Once under contract, we track important dates, required documents, and transaction details to keep everything organized and on schedule.
Lender & Closer Communication
We coordinate communication with lenders and closing attorneys to help keep the transaction moving smoothly toward closing.
Brokerage Compliance Support
We organize and maintain transaction files to help ensure required documentation is complete and ready for brokerage review.
Ready for More Support in Your Real Estate Business?
From transaction coordination to ongoing virtual assistant support, SM2 Connect handles the behind-the-scenes details so you can focus on your clients, closings, and growing your business.
