Referral Diligence Dossier

Rick Saba

Co-Founder, COAST Brokered by eXp Realty · COAST brokered by eXp Realty

Referral Readiness

An advisor referring Rick Saba is putting their name on a licensed COAST Co-Founder with a verifiable, multi-year transaction record concentrated in Hilton Head Island and Bluffton, checkable through the South Carolina LLR public license lookup and his COAST dossier page. His work stays in a defined coverage lane — coastal Lowcountry listings and second-home or relocation buyer representation — so the referral is easy to scope and verify. As a matter of standard real-estate practice, a COAST Co-Founder coordinates the transaction alongside — not in place of — the client's own attorney, CPA, and advisory team; this reflects typical professional practice rather than a separately documented behavior, and a referring advisor can confirm it directly with Rick, which keeps the advisor's professional exposure contained.

Verification

On the record

Brokerage affiliation
COAST brokered by eXp Realty (eXp Realty, LLC) · eXp Luxury member
publicly verifiable
Transaction-record tenure
4+ years in COAST's transaction record
COAST transaction records, as of July 2026
Production record
$942M in sales volume across 1,305 transactions since 2022 — COAST brokered by eXp Realty publishes production at the team level; per-agent counts are held in brokerage records
COAST transaction records, as of July 2026
Market concentration
Hilton Head Island · Bluffton
COAST transaction records
Errors & omissions coverage
Carried at the brokerage level through eXp Realty's national risk-management program — every transaction COAST brokered by eXp Realty closes is covered under eXp Realty's brokerage E&O
brokerage program
Referral documentation
eXp standard referral agreement, filed in brokerage compliance (SkySlope), paid brokerage-to-brokerage at closing
standard process

Every figure above is drawn from COAST brokered by eXp Realty's transaction records with its stated window and date; statistics below internal reliability thresholds are omitted rather than estimated. License standing should always be verified directly with the state.

Due Diligence

The questions advisors ask

Does Rick Saba coordinate trust- or LLC-titled purchases?
As a matter of standard practice, a COAST agent can coordinate trust- and LLC-titled purchases and sales by working alongside the client's own attorney, CPA, and title team on structure and closing logistics — handling the real-estate transaction and communication while deferring all legal and tax structuring to the client's counsel rather than advising on it directly. This describes typical transaction handling rather than a documented case history, so a referring advisor should confirm the specifics directly with Rick before relying on it.
How does Rick Saba handle client discretion and confidentiality?
As a best practice for higher-value transactions, a COAST agent applies standard confidentiality practice — limited disclosure of client identity, discreet showing coordination, and controlled handling of financial and property details. This describes expected professional practice rather than a verified account of Rick's specific procedures; a referring advisor can confirm the confidentiality approach directly with Rick and can generally expect a client's information kept within the transaction team and shared only as needed to move the sale or purchase forward.
Which communities and price bands does Rick Saba cover?
Rick Saba covers Hilton Head Island and Bluffton, which concentrate his closings in Hilton Head Island and Bluffton, across the core coastal market through the upper luxury tier. He represents both sellers listing coastal homes and buyers acquiring second homes or relocation residences, so an advisor can match a client to the right side of the transaction.
Does COAST accept agent-to-agent referrals?
COAST is generally set up to accept agent-to-agent referrals; a referring agent can hand off a Hilton Head Island or Bluffton client to Rick Saba and use the refer-a-client page to start the referral and confirm coverage. This is described from general brokerage practice rather than a documented policy signal, so confirm the current referral channel directly with COAST before relying on it.

For your client's file

Refer with confidence

Introductions and coordination for your client — with the discretion their position requires. Licensed brokers: the broker-to-broker channel has its own page.