We are a concierge and administrative support service. For homebuyers that means personalized checklists, document organization and tracking, reminders for paperwork and deadlines, appointment and closing date tracking, communication follow up with authorized professionals, and closing preparation. For entrepreneurs, our Business Concierge helps organize, connect and prepare your business.

No. My Key to Close does not originate, approve, underwrite or negotiate mortgage loans, and does not act as a mortgage lender, loan originator, real estate broker or agent, attorney, CPA or tax advisor. Any regulated services are provided by the applicable independent professional. Our job is to help you stay organized, prepared and connected while they do theirs.

Yes. If you don't currently have a mortgage broker or consultant, Realtor, insurance professional, or another professional your journey needs, we can help connect you with professionals within our network who may be able to assist. And if credit stands between you and your goals, we can connect you with a credit professional for review and education. You don't have to know where to start. That's where we start.

Yes. My Key to Close Business Concierge helps entrepreneurs with startup planning and organization, business formation resource coordination, EIN and business document guidance, business banking preparation, business credit education, funding readiness preparation, and connections to qualified professionals and service providers.

Any point works. Whether you're already under contract, preparing to purchase, trying to determine your next step, or still building the professional team around you, we meet you where you are. The earlier we start, the calmer the journey.

Every engagement is scoped and quoted in writing after your free discovery call, so you know exactly what your concierge support covers before anything begins.