2. 1) Real Estate
• Check vesting on sales contract
• Makes changes to sales contract – correct vesting and address
• Contact title company to introduce our selves
• Contact title company to get information on closing make ourselves the point of
contact
• Help client review the title commitment
• Help client review the closing documents.
• We make sure the closing documents are correct before we send them to the
client.
• Fill out the Direction of investment for them
• We tell them where to sign read and approve. If they don’t want to write read and
approve, we stamp it and create a line for them to sign
• We email the FED REF# to the title company as soon as we have it so they can
track the wire info
• Be in contact with the client’s RE Agent for communication purposes
• Execute and overnight the original closing documents prior to closing
• Follow up with the Title Co./Attorney’s Office to make sure the recorded Deed is
mailed back to Quest

3. 2) HUD Real Estate
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We do all of the above for Real Estate plus
Get on the phone with client/ realtor to make sure offer is placed correctly on HUD website
We contact HUD immediately after offer is accepted to make sure everything is correct and where
we need to send contract and earnest money
We spend more time with HUD clients to make sure nothing is dropped because we know how easy
it is to lose a deal because of HUD
3) Notes
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Fill out the Direction of investment for them if they need help
We review the promissory note to make sure vesting, maturity date and interest rate all match to
the direction of investment.
We review the deed of trust note to make sure vesting, maturity date, interest rate all match to the
direction of investment
We make sure the property matches the direction of investment
We contact the title company to make sure they have the docs and if they have any questions
We help the client review the HUD and make sure our fees are on there
We email the FED REF# to the client/title company/ borrower as soon as we have it so they can
track the wire
We follow up with the Title Co./Attorney’s Office to make sure the original Note and recorded Deed
of Trust is mailed back to Quest

4. 4) Private Entities
• Fill out the Direction of Investment for them if they need help
• We review the Operating agreement to make sure they are no disqualified
individuals to the IRA.
• We review the subscription agreement and check for vesting, managing members,
address, tax identification number
• We try to help out with the questionnaire but of course, we can’t provide tax,
legal, investment advice.
• We contact the company they are investing in to introduce and see if they have
any questions
• We email the FED REF# to the company as soon as we have it so they can track
the wire
• We mail the signed original agreement to the company along with the private
placement instruction letter via USPS the same day we fund the investment