Our goal is to support the relationship between you and your client. To realize our goal, a customized task and checklist is created for your business. Below is a sampling of tasks that we can coordinate and manage for you.
Seller Side Services
AGENT
Coordination and management of transaction paperwork from listing to close
Be a ‘second set of trained eyes’ on the file
Review fully executed contract and all documents for signatures, initials, dates, timelines and contractual agreements
Create transaction summary timeline and distribute to all parties
Send introductory emails to Buyer's Agent, Transaction Coordinator (TC) and Escrow providing pertinent contact information, timelines and paperwork
Order Natural Hazards Report, if not ordered by Escrow
Track timelines and notify Agent of upcoming deadlines
Send Seller disclosures to Buyer's Agent by deadline
Facilitate and manage the flow of paperwork between Seller, Agent, TC, Coop Agent & Escrow
Provide status updates throughout the transaction
Order Home Warranty Policy
Confirm closing and funding with Escrow
Provide Agent with completed file at COE
SELLER
Introduction email to Sellers
Create disclosure package for sellers to complete prior to buyer’s offer
Be available to clients for support of online electronic signatures
Provide ‘Client Document File’ to Seller at COE
ESCROW
Open Escrow
Send accepted and fully executed contract with all counters & addenda
Confirm and collect earnest money deposit and receipt
Confirm order of Preliminary Report
Confirm order of Natural Hazards Report
Confirm HOA docs are ordered and received
Update Escrow with any changes to contract, addenda & timelines
Confirm escrow has all required documentation for closing
Confirm order of Home Warranty Policy, order if not ordered by Escrow
Receive Closing Documents and confirm Agent has reviewed documents
Confirm funding and COE
Receive Closing Broker document package
BROKER
Upload fully executed Listing Agreement into brokerage portal
Upload fully executed Contract and documents
Submit file to Broker for audit / file review during transaction
Confirm Agent's file is complete with broker required documents and all required documentation is fully executed
Submit file for final review ensure document completion and compliance
Submit completed file documents with final closing statement
Buyer Side Services
AGENT
Coordination and management of transaction paperwork from contract to close
Be a ‘second set of trained eyes’ on the file
Review fully executed contract and all documents for signatures, initials, dates, timelines and contractual agreements
Create transaction summary timeline and distribute to all parties
Send introduction emails to Seller’s Agent, Transaction Coordinator (TC), Escrow/Title and Lender providing pertinent contact information, timelines and paperwork
Tracking timelines and notifying Agent of upcoming deadlines
Facilitate and manage the flow of paperwork between Buyer, Agent, Coop Agent, TC, Escrow/Title and Lender
Track inspections to ensure reports have been reviewed, signed and in file
Follow up with Agent regarding file status and any missing items or changes
Provide status updates to Agent throughout the transaction
Final review of file to ensure document completion and compliance
Submit file to Broker for audit / file review during transaction
Confirm closing and funding with Escrow
Provide Agent with completed file at COE
BUYER
Introduction email to Buyers
Collect Seller disclosures and reports by deadlines
Forward disclosures to Agent for review and then to Buyer
Provide ‘Client Document File’ to Buyer at COE
LENDER
Provide fully executed contract with all counters and addenda
Introduction email with transaction timeline and contact information
Follow up regarding appraisal and status of loan
Follow up regarding funding
ESCROW
Open Escrow
Send accepted and fully executed contract with all counters & addenda
Confirm receipt of earnest money deposit
Confirm receipt of Preliminary Report
Confirm receipt of Natural Hazards Report
Confirm HOA docs are ordered and received
Update Escrow with any changes to contract, addenda & timelines
Confirm Escrow has all required documentation for closing
Receive Closing Documents and confirm Agent has reviewed
Confirm funding and COE
Receive Closing Broker document package
BROKER
Upload fully executed Contract and documents into brokerage portal
Submit file to Broker for audit / file review during transaction
Confirm Agent's file is complete with brokerage required documents and all required documentation is fully executed
Submit for final review of file to ensure document completion and compliance
Submit completed file documents with final closing statement