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I'll have the seller complete and sign the disclosures, then provide you a link to the packet.

I will open escrow

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

Make an introduction

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

★ Process disclosures

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

Obtain reports

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

Categorize and label docs

Properly label all paperwork for easy referencing.

Provide you a link and hand it over

Once the seller has completed and signed the disclosures, I 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.


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I will not

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.

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