When a transaction is under contract I will: 

• Coordinate opening of the file with escrow and handle all documents securely.

• Introduction email will be sent providing a timeline of deadlines with a copy of the executed contract to coop-agent, buyers agent, buyer/seller - (Your client as appropriate) lender and title company.

• Ensure everything is fully executed with dates, initials, signatures, broker information is completed. 

• Submit all required contract documents to broker for compliance.

• Send/request disclosure packages and gather signatures if needed. 

• Ensure the lender, title company, and broker receive any amendments or changes to the contract. 

• Verify EMD deposit and obtain receipt from escrow. 

• Verify inspection date and time. Ensure all parties have received reports to review. 

• Keeping in contact with the title company and lender throughout the transaction. Provide agent email updates on the status of the transaction keeping you informed. 

• Update deadlines due to any changes in the contract. 

• Collect HOA documents in accordance with deadlines and email to buyer agent (if on list side) or to buyer (if on buyer side) 

• Order Home Warranty per contract if needed. 

• Order HOA documents if needed. 

• Confirm inspection has been set up in accordance with offer deadline. 

• Monitor appraisal timeline and completion with the lender. 

• Coordinate and monitor buyers loan status with lender. 

• Ensure your buyer/seller is provided a copy of all documents. 

• Remind agent to draft Commission Disbursement. If TC is completing CD request, form MUST BE approved by agent before submitting to escrow and compliance.

• Upload all disclosures, documents, and reports into agents online transaction management service as they are received or fully executed throughout the transaction. (if applicable) 

• Provide access to the transaction management service 24/7 to all parties to the transaction (if applicable) 

• Maintain constant contact with all parties involved for status updates as well as outstanding items. 

• Verify escrow has all required documentation. 

• Schedule signing appointment for client and agent if applicable. 

• Conduct a final audit of file 7 days prior to closing to ensure all documents are uploaded and the file is complete. 

• Confirm final recording and alert agents. 

• Upload Final HUD/ CD to online transaction management service for compliance

• At close we will provide a completed hard-copy and digital copy of the fully executed transaction to your client.
  

This Service includes: 

All the above (Contract to Close transaction) PLUS: 

BUYERS SIDE: 

• Upload buyers rep agreement and all broker required forms for compliance. 

• Submit all executed contracts, counter-proposals, and amendment extensions (if applicable) to lender. 

• Upload all forms, amendments, and addendum's for compliance 

• Follow up on repairs and receipts from inspection 

• Give utility contact info and remind the buyer to transfer utilities. 

• Coordinate Closing Gift per agent instructions. (if needed)

• At close we will provide a completed hard-copy and digital copy of the fully executed transaction to your client.
  

SELLERS SIDE: 

• Upload Listing Agreement and all broker required forms for compliance. 

• Follow up signatures of all documents. 

• Upload all forms, amendments, and addendum's for compliance. 

• Follow up on repairs and receipts. 

• Coordinate Closing Gift per agent instructions. (if needed) 

• Coordinate removal of any staging furniture.

• At close we will provide a completed hard-copy and digital copy of the fully executed transaction to your client.
  

Agent Expectations 

Review preliminary title reports. Review escrow Instructions and settlement statements. Negotiate repairs and any changes to the contract. Advise the client of any contingency timeline removals (we will remind all parties of the dates and time frames in the introductory email). If TC is drafting documents, the agent will review before being sent to client (if applicable). 

Fee Schedule 

• Listing or Buyer Side: $500.00

Paid at closing according to TC Support Service Agreement.

Special Project Work: $45 hr paid upon completion. 

Setup New Listing File 

• Complete listing file creation in agents preferred software

• Add client to agents CRM database

• Fill out listing documents and send to client along with any required disclosures for signatures.

• Schedule stager for consultation.

• Schedule photographer for photo shoot once house is staged.

• Have listing agent edit or approve MLS input before going live

• Add all listing documents, disclosures and any other required documents to broker’s online compliance management software ensuring file is complete. 

Fee Schedule:

$200

If you find yourself overwhelmed with gathering all the documents and disclosures for your broker’s compliance we can take care of that for you. 

Fee Schedule:

$175