Transaction Coordination Services

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

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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

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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 

If we took these tasks off your plate,

what would you do with your free time?

Call now and let's find out!

​415.686.9344