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Full Service 

We will coordinate the entire file for you.

Here's what we do:

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 Introduction

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

Create 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

Make sure all disclosure forms are completed and executed according to state, county, city and broker-specific requirements.

Obtain Signatures

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

Order Reports

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

Provide Link

Send you a link to the disclosure packet so you can include it in your MLS listing.

Collaborate & Shuffle

In the course of the escrow shuffle, cooperate with escrow officers, agents, lenders, and transaction coordinators.

Categorize & Label

Properly label and file all paperwork for easy future referencing.

Closing Email

Send a Getting Close To C.O.E. email to your client(s).

Upload File

Upload the entire file to your broker's file storage system.

Client Copy

Provide your clients(s) with a complete digital copy for their record.

Dos & Don'ts

Our activities never cross the line into what could be considered fiduciary duty (licensed agent responsibility).

Single Agency
Dual Agency
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