We provide complete transaction coordination service.
From contract to close, count on us to handle the full disclosure process.
We 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).
Create a timeline
Create a timeline based on contractual dates and terms.
Communicate and follow up with you on all contingency deadline reminders.
★ 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.
Order the Natural Hazard Disclosure Report, the Preliminary Title Report, the Home Warranty, and any additional reports required by the contract.
Provide a link
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.
Collaborate with others
We will cooperate with escrow officers, agents, lenders, and transaction coordinators throughout the escrow process.
Obtain all signatures
Ensure that all disclosure paperwork, as well as listing and/or purchase contracts, are signed and completed by all parties.
Send a closing email
Send a Getting Close To C.O.E. email to your client(s) letting them know what to expect as they approach the closing day.
Categorize and label docs
Properly label and file all paperwork for easy future referencing.
Upload your file
Upload the entire file to your broker's file storage system.
Copy your client
Provide your clients(s) with a complete digital copy of the file for their record.
We 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.