When you represent the SELLER we will:

• Contact all parties and introduce our role in the transaction as your Transaction Coordinator
• Close review of the Purchase Agreement, Counter Offers, and Amendments to ensure that each document is fully executed with proper dates, initials, signatures and broker information
• Supply the executed Purchase Agreement to all parties involved in the transaction
• Open escrow, obtain escrow number, and request the Escrow Instructions and Commission Breakdown
• Order Preliminary Title Report
• Enter all of the contacts, contingency removals, and documents into the transaction management service software – and then invite all parties involved
• Prepare a Full Disclosure Package including all of the required C.A.R., broker forms and documents – and then deliver these via mail, email or DocuSign directly to you and/or your seller/buyer
• Provide a completed Seller/Buyer Disclosure Package and deliver to another agent and monitor a timely return, as well as ensure that all contract time-lines are met
• Send copies of the termite and any other reports to another agent and to escrow
• Upload all documents, disclosures and reports into the transaction management service software as each one is fully executed throughout the transaction process
• Ensure that escrow has received all documents including the termite report, zone report, home warranty invoices, NHD report, commission breakdown and any other required documents
• Track escrow deadlines for receipt of earnest money deposit, delivery and return of escrow packages, and delivery of HOA documents as applicable
• Make sure that all disclosures and reports have been provided and ensure that all signatures, initials and dates have been completed
• Maintain weekly contact with all parties involved for status updates as well as items needing attention or that are outstanding
• Follow up on funding and recording of the loan with escrow
• Follow up on closing with escrow and make sure that you are called upon confirmation
• Fully complete and deliver the completed paper file to you or your broker along with Cd’s for you and your client – your client’s CD will also include your name and contact information for their future reference*

When you represent the BUYER we will:

• Contact all parties and introduce our role in the transaction as your Transaction Coordinator
• Review the Purchase Agreement, Counter Offers, and Amendments to ensure that each document is fully executed with proper dates, initials, signatures and broker information
• Coordinate the opening of escrow
• Enter all of the contacts, appropriate dates and documents into the transaction management service software – we will then invite all parties involved
• Ensure that Seller Disclosures are provided
• Prepare a “Buyer’s Package” containing the Seller’s Disclosure Package as well as any broker required forms. (Please note that the agent must provide any broker-specific or required forms to us at the beginning of escrow)
• Deliver the Buyer’s Disclosure Package directly to you and/or your client via email or DocuSign
• Ensure that your buyer is provided a copy of all reports and booklets that are provided and/or required
• Upload all documents, disclosures and reports into the transaction management service software as each one is fully executed throughout the transaction process
• Track the escrow time-frames for receipt of earnest money deposit, delivery and return of escrow packages, and delivery of HOA documents as applicable
• Make sure that all disclosures and reports have been provided and ensure that all signatures, initials and dates have been completed
• Maintain contact with all parties involved to report status updates as well as items needing attention or that are outstanding
• Fully complete and deliver the completed paper file to you or your broker along  with Cd’s for you and your client – your client’s CD will also include your name and contact information for their future reference*

Agent Responsibilities:

• Review the Draft Escrow instructions & Amendments
• Review the Preliminary Title Report
• Schedule all Appointments (termite, inspections, repair work, etc…)
• Complete the Agent Visual Inspection
• Sending out Notice to performs
• Negotiate any repairs or any part of the contract modifications
• Request Escrow Amendments

Please Ask Us About Additional Services*Available Upon Request*:

• Listing & Marketing
• Setting up inspections
• Setting up termite work
• Setting up appraisals
• Client Contact
• Social Media Management
• Training of DocuSign, Winforms, MLS &  Settlement Room

Call or Email Us for Fees Available