Send the escrow officer a copy of the listing agreement and/or the purchase contract and any supporting documentation needed to open escrow.

Send an introductory What Happens Next email to your client(s). 

Assemble all disclosure paperwork in compliance with city, county, and state guidelines and send them to the seller for completion and signature via Glide.

Order the Natural Hazard Disclosure Report, the Preliminary Title Report, the Home Warranty, and any additional reports required by the contract.

Properly label all paperwork for easy referencing.

Once the seller has completed and signed the disclosures, we will send you a Glide link to the disclosure packet, which you can post to your MLS listing and distribute to agents and potential buyers. You will take it from here. It will be your responsibility to manage the shuffle once it goes pending. Need a full service TC? Check out our full-service solution.

Cross the line into activities that can be seen as fiduciary duty and/or licensed agent responsibilities, such as contract negotiations, requests for repairs, arranging of in-person meetings, scheduling inspections, staging, marketing, MLS input, etcetera.