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Zion Portfolio Partners, LLC

Signed in as:

filler@godaddy.com

  • Home
  • Transaction Coordination
  • Funding Solutions
  • Referral Program
  • Testimonies
  • ABOUT
  • Contact Us

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The Investor's tc services

Streamlined Creative Real Estate Transaction Coordination 

(TC) & Advisory Services for Busy Real Estate Investors


At Zion Portfolio Partners, we help real estate investors increase their income and expand their portfolios by efficiently managing deal flow, optimizing processes, articulating clear communication, and providing reliable accountability. Our goal is to make your life easier by handling all the communication and organization of your real estate transactions so you can focus on building your business. 


Transaction Coordinators:

Onboard and facilitate your transactions from start to finish. We collect all of the proper documents and communicate with all parties involved. Weather you are doing a traditional or creative transaction we have you covered! 


Contact Us!

Let's discuss your transaction!
Submit your TC request here! Book an Operations | Administration Call

Transaction Services Price List

Additional Fees & Services

** All of these fees are to be paid upfront with, no refunds issued **

POF Letter

$25

We can provide you with a valid Prof of Funds Letter up to $500,000.00  Click the link below to request a POF. 

https://wkf.ms/4e0JMjr

Transaction Review

$50

If a person buyer/seller needs help understanding their transaction, we can help with that. Provide us a copy of all the details, book a call, and we will discus it with you. 

Rush Fee

$150

If your transaction is closing in less than two weeks, a rush fee will be applied to your transaction. 

Loan Servicing Setup

$650

The service of setting up mortgage payments, and other misc. monthly payments with a 3rd party servicing company or Private Money Lenders

Tax Servicing- Third party account setup to handle your escrow payments for you.  

Post Closing Setup

$550

After closing, there are still things that need to be setup. This process can take up to 45 days. Often times there are HOA, insurance, utilities, and power of attorney information that needs to be updated or switched. Let us help you! 

Full Service-Post Closing & Loan Servicing

$1,200

This fee includes both Loan Servicing and Post Closing Setup


Cash Transactions

$600

A cash transaction with no lender involved. Or a traditional transaction for a real estate agent or brokerage. 

Wholesale

$700-$800

Assignment of equitable interest.

Lending HML, PML & EMD

$800

 We will coordinate transactions for private money lenders, and short term earnest money lenders when they are lending to a buyer/borrower. 

Seller Finance

$1,100

 When the seller owns the property free and clear and agrees to finance the transaction instead of the buyer using a traditional bank.

Subject To / Hybrid

$1,100

 A "subto" (subject-to) transaction is a real estate financing arrangement where the buyer takes over the seller's existing mortgage payments. The mortgage remains in the seller's name, but the buyer takes control of the property and continues making the mortgage payments on the seller's behalf. In a subto transaction, it is crucial to have a clear agreement and ensure both parties understand the terms and potential risks involved. 

Wrap

$1,300

 A complex creative real estate transaction where there is a seller carry, and a subto transaction all within the same purchase. 

Novation or (Molly Method)

$1,300

A complex creative real estate transaction where the seller and investor are in agreement to fix/repair/remodel the home to force value in the property and drive the market value up. Then split profits once the house is sold at the higher market value rate. 

Foreclosure Postponement

$2,200

**FULL PAYMENT REQUIRED UP FRONT 

Morby Method

$2,200

A unique transaction specific to the world of Pace Morby, and his SUBTO mentorship. These transactions are often complex. 


High Volume (HV) Pricing

Are you doing SEVERAL transactions? We can save you some time and money with our HIGH Volume Packages. 

HV - Cash Transactions

5 Transactions    $2,800 


**FULL PAYMENT REQUIRED UP FRONT- No Refunds- Rush Fees may still apply

HV - Wholesale Transactions

5 Transactions    $3,300


**FULL PAYMENT REQUIRED UP FRONT- No Refunds- Rush Fees may  still apply  

HV - Lending HML, PML & EMD

5 Transactions    $3,800  


**FULL PAYMENT REQUIRED UP FRONT- No Refunds- Rush Fees may still apply 

HV - Seller Finance/Subject To

5 Transactions    $5,300 


**FULL PAYMENT REQUIRED UP FRONT- No Refunds Rush Fees may still apply 

HV - Seller Finance/Subject To

5 Transactions    $5,300 


**FULL PAYMENT REQUIRED UP FRONT- No Refunds- Rush Fees may still apply  

HV - Wrap/Novation

5 Transactions    $6,300  


**FULL PAYMENT REQUIRED UP FRONT- No Refunds- Rush Fees may still apply 

HV-Foreclosure Postponement/Morby Method

5 Transactions    $10,600  


**FULL PAYMENT REQUIRED UP FRONT- No Refunds- Rush Fees may still apply 

High Volume (HV) Pricing

**All HV Packages Require FULL PAYMENT UP FRONT**

**No Refunds

**Rush Fees may still apply per transaction 

**All Transactions are to be used within the same calendar year and any remaining transactions would expire January 1st of every new year.  

Payment Policy for Transaction Coordination Services. All TC work requires a 50% non-refundable deposit to open the file. The remaining balance will be billed only if and when the transaction closes successfully. If your transaction fails to close, your 50% non-refundable deposit cannot be applied to your next transaction. Note: Some services require 100% payment upfront. Prices are subject to change at any time.


Contact Us!

Let's discuss your transaction!
Submit your TC Request here! Book an Operations | Administration Call

Operations | Administration Services

Let us help you scale and optimize your company

Contact Lauren Stewart

Lauren@ZionPortfolioPartners.com

She will schedule a constatation with you to discuss your company needs further. 

The Investor's COO

What is an Operator | Administrator? A position that could be the lifeline of your business. This high-performing role is tailored to meet the specific needs of your real estate enterprise.

While investors concentrate on activities that drive growth, the operations team is there to ensure that all operations of the business is running smoothly and efficiently. 

This service is for any investor, wholesaler, fix & flipper, lender or buy and hold investor who wants to scale and run a high performing business with many different team members, roles and skills. 

We will help you streamline your systems and processes to optimize profitability and efficiency. 

Our Services Include:

--Full Business Review

--Vision Casting then reverse engineering into actionable steps 

--Systems, Processes & Workflows

--Organization Chart with chain of command 

--KPI Tracking and Dynamics

--Company Values & Ethics

--Team Hiring, Onboarding and Training

--Team Management Reviews & Accountability

--Tools & Technology Review

--Quarterly Goal Setting & Reports

--Administration Services

  • Transaction Onboarding
  • Transaction Coordination
  • Property Services
  • Document Collection & Storage

--And more! 







Examples of Brand Management: 

  • Establishing a website & social media platforms
  • Creating a content calendar & posting schedule
  • Starting an email list
  • Assisting with video & content creation
  • Branded material creation

Examples of Systems & Operations:

  • Setting up a property management platform
  • Designing Standard Operating Procedures (SOPs) for an Executive Assistant (EA) or other roles in the company
  • Managing property acquisition software
  • Problem Solving
  • Establishing SOPs to operate a Short-Term Rental (STR) or Medium-Term Rental (MTR) business

Examples of Communication and Organizational Structure: 

  • Organizing email inboxes
  • Establishing a CRM
  • Setting up & managing appointment calendars
  • Hiring and training an EA

Payment Policy for Services. Note: Some services require 100% payment upfront. Prices are subject to change at any time.


Contact Us!

Let's discuss your vision, goals & pain points.
Book an Operator | Administrator callBook a Transaction Coordinator Call

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