When a transaction is under contract I will: 


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

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


  • Ensure all paperwork 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 earnest money deposit and obtain receipt from escrow. 


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


  • Keep 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 buyer's 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.


  • Provide access to the transaction management service 24/7 to all parties to the transaction.


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


  • Verify escrow has all required documentation.


  • Coordinate and confirm final walk-through. 


  • 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  closing package to online transaction management service for compliance.



This Service includes: 


All the above (Contract to Close transaction) PLUS: 


BUYERS SIDE: 


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


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


  • Remind the buyer to wire EMD, confirm Escrow has received. 


  • Upload all forms, amendments, and addenda for compliance. 


  • Follow up on repairs and receipts from inspection. 


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


  • Coordinate key transfer upon closing. 


  • Coordinate closing gift per agent instructions (if desired). 


  • Send email to your client asking for a review on Zillow or your preferred site.


  • Send written Thank You cards to all parties on your behalf.


  • Send you a reminder to send a "Happy Homiverrsary" card 1 year from close date.  



SELLERS SIDE: 


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


  • Follow up signatures of all documents. 


  • Upload all forms, amendments, and addenda for compliance. 


  • Follow up on repairs and receipts. 


  • MLS Data Input for status- to pending, and closed. 


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


  • Send email to your client asking for a review on Zillow or your preferred site. 


  • Send written Thank You cards to all parties on your behalf.





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 timeframes in the introductory email).


Fee Schedule 


  • Listing or Buyer Side: $495.00
  • Representing both sides: $695.00


Paid at closing through escrow according to TC Support Service Agreement.


Special Project Work: $30 per hour paid upon completion. 


Setup New Listing File 


  • Complete listing file creation in agents preferred software.


  • Add client to agent's CRM database.


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


  • Order preliminary title.


  • Add listing info into the MLS (agent fills out listing comments/description).


  • Create "Coming Soon" or "Just Listed" social media post.


  • Schedule stager for consultation (if desired).


  • Schedule photographer for photo shoot once house is staged.


  • Input listing into the MLS incomplete (pending agent approval).


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


  • Email seller copy of the listing.


  • Add required documents to the MLS listing such as legal description, disclosures, inspections.


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




Fee Schedule:

$250 due upon completion

PRE-LISTING FORM
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