1. Initial consultation (free, 30 min)
Zoom or in-person. We listen to your goals: investment, vacation home, retirement, mixed-use. We answer questions about fideicomiso, sargassum, schools, healthcare, internet. No pressure.
2. Property tour (curated)
Based on your intake form, we curate 3 to 7 listings to tour. We avoid the time-waste of seeing 30 properties. We cluster by city + day so you see Riviera Maya efficiently.
3. Offer + fideicomiso eligibility check
We help you draft the offer. In parallel, we run a fideicomiso eligibility pre-check with the bank trust department. The seller signs; we move to contract.
4. Under contract (escrow + title insurance)
Escrow opens with an established title-and-escrow provider. The 30 to 60 day review period covers title and lien verification and the ISAI calculation. KYC packet delivered.
5. Closing day (notario + bank trust signing)
Notario público presence is mandatory in Mexico. The bank trust signing happens with the fideicomiso bank's trust department. Funds release through escrow. You get your keys + escritura.
6. Move-in concierge (12 month support)
Utilities (CFE electric, Aguakan water, Telmex internet), gardener referrals, residency consultation, ongoing tax filing partner introductions. We stay available for 12 months minimum.
Our Process
Six steps from first call to keys. We do this with you, in your language, with full compliance.
Typical timeline: 60 to 120 days from first call to keys.
