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We provide
full-service coordination.

From listing to closing, rely 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.

Issue reminders

Communicate and follow up with you on all contingency deadline reminders.

★ Process disclosures

Assemble all disclosure forms, making sure they are in compliance with city, county, and state requirements.

Obtain all signatures

Ensure that all documents are signed and executed by the appropriate parties.

Order the reports

Aquire the Natural Hazard Disclosure Report, Preliminary Title Report, Home Warranty, and any other report as specified in the contract. 

Provide a link

Once the seller has completed and signed the disclosures, we will provide you a link to the packet so you can post it to your MLS listing and share it with agents and buyers.

Collaborate with others

We will cooperate with escrow officers, agents, lenders, and transaction coordinators throughout the escrow process.

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 what could be considered fiduciary duty (licensed agent responsibility) nor will we verify information provided by sellers, buyers, or third-party providers.

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