Referral Diligence Dossier

Tristan O'Grady

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

Referral Readiness

An advisor can put their name on Tristan because his production is documented in COAST's verifiable transaction record and his license is confirmable through South Carolina's LLR public lookup — not asserted through marketing. He works inside a defined lane of Hilton Head waterfront and luxury property, and — as is standard professional practice — entity-titled purchases and any legal or tax structuring are handled in step with the client's own counsel rather than by the agent, who provides no legal or tax advice. That combination — a verifiable record, a defined scope, and deference to the client's own advisors — is what makes the referral low-risk for the professional making it.

Verification

On the record

Real estate license
SC #49799 — verify independently via the South Carolina LLR Licensee Lookup
publicly verifiable
Brokerage affiliation
COAST brokered by eXp Realty (eXp Realty, LLC) · eXp Luxury member
publicly verifiable
Licensed since
2004 — 22+ years licensed (verify via the South Carolina LLR Licensee Lookup)
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

How do I verify Tristan O'Grady's license and track record?
Confirm his active South Carolina real-estate license through the SC LLR public license lookup, and review his production on the COAST dossier page, which reflects closed sides recorded in COAST's transaction record. Both are independently checkable before you refer a client — no marketing claim is needed to substantiate either.
Does Tristan O'Grady coordinate trust- or LLC-titled purchases?
Entity-titled purchases (trust, LLC, or similar) are handled the way any licensed agent should handle them — the real-estate transaction is coordinated in step with the client's own attorney and tax advisors, and all legal and tax structuring stays with the client's counsel. He provides no legal or tax advice. Specific procedures should be confirmed directly for a given transaction rather than assumed from this profile.
How does Tristan O'Grady handle confidentiality for a private client?
Client confidentiality is a baseline professional obligation — client identity, property search, and transaction terms are treated as confidential and shared only as the client directs. Any specific discretion needs, such as how showings or off-market interest are handled, should be confirmed directly with him for a given engagement rather than assumed from this profile.
Which communities and price bands does Tristan O'Grady cover for a referred client?
He covers Hilton Head Island and Bluffton, concentrated in the waterfront communities of Sea Pines, Forest Beach, and River Club. Referred clients span entry-island purchases through multimillion-dollar deepwater and oceanfront estates. If a client's need sits outside this lane, he says so rather than stretching coverage.
Does COAST accept agent-to-agent referrals?
Agent-to-agent referrals are welcome. A referring agent can reach out directly to arrange a hand-off and stay informed on progress; the specific intake path is best confirmed directly rather than assumed from this profile.

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.

Contact COAST brokered by eXp RealtyFull profile — Tristan