Clear Consult & Concierge
Step 2 of 5: Required Service Agreement

Client Engagement & Service Agreement

To maintain regulatory compliance and ensure absolute clarity on deliverables, all clients must execute this agreement prior to making payment.

1Select Your Service Tier

Buyers who want a focused plan

Clear Consult

$598one-time

A focused, high-clarity 90-minute strategy session and personalized road map before applying for your loan.

✓ Selected for Agreement6 core deliverables
Buyers who want ongoing support

Clear Concierge

$1,598one-time

Hands-on, end-to-end guidance from pre-approval through underwriting condition clearance and closing celebration.

Click to select7 core deliverables

2Review Legal Service Terms

Official Engagement Document

Independent Client Service Agreement: Clear Consult

Legally Binding Digital Instrument

This Client Service Agreement ("Agreement") is entered into by and between Clear Consult & Concierge ("Consultant") and the undersigned client ("Client").

1. Scope of Deliverables & Investment

Client is retaining Consultant for the Clear Consult tier at the agreed one-time fee of $598 USD. Specific inclusions comprise:

  • 90-minute 1-on-1 homebuyer consultation via Zoom
  • Personalized next-step loan plan & buyer timeline
  • Mortgage-process education & jargon decoder
  • Document organization & income proof checklist
  • Lender-question preparation (avoid costly traps)
  • One 30-minute follow-up session within 30 days

2. Independent Educational Nature / Regulatory Notice

Clear Consult & Concierge provides independent advisory, education, document organization, and concierge liaison services. Consultant is not a direct lender, mortgage broker, or loan originator, and does not originate or fund mortgages. Final mortgage decisions, interest rates, underwriting approvals, and fees are governed solely by third-party licensed lending institutions.

3. Zoom Consultation & Scheduling Protocol

Upon execution of this Agreement and completion of payment, Client will immediately be directed to the private Zoom Consultation Scheduler. Consultations are conducted live via Zoom video conference. Client agrees to provide 24 hours notice for any rescheduling.

4. Milestone-Based Automations & Client Portal

Consultant utilizes an automated milestone tracking engine. As Client completes key events (consultation attendance, document submission, lender conditional clearance, and closing review), automated check-ins, reminders, and checklists will be activated in the Client Milestone Dashboard.

5. Confidentiality & Record Safeguards

All personal financial documentation, tax schedules, credit reviews, and consultation transcripts shared with Consultant shall be maintained in strict confidence and stored using encrypted cloud systems.

3Sign Prior to Payment

Digital Signature Entry *Type your full name to sign electronically
Timestamp: 11/13/2026 10:55:24 PMAudit IP: 172.56.x.x (Logged)

Once signed, you will be taken to secure payment. Your Zoom consultation scheduling link will be unlocked upon payment confirmation.