Here's what we do
Send an introductory What Happens Next email to your buyer and/or seller.
Send the escrow officer a copy of the listing agreement and/or the purchase contract and any supporting documentation needed to open escrow.
Create a timeline based on contractual dates and terms.
Communicate and follow up with you on all contingency deadline reminders.
Assemble and execute all the state required disclosure forms.
Obtain the Natural Hazard Disclosure Report, Preliminary Title Report, Home Warranty, and any other report as specified in the contract.
Ensure that all documents are signed and executed by the appropriate parties.
Collaborate & Shuffle
Cooperate with escrow officers, agents, lenders, and transaction coordinators.
Categorize & Label
Properly label and file all paperwork for easy future referencing.
Send a Getting Close To C.O.E. email to your buyer and/or seller.
Upload the entire file to your broker's file storage system.
Provide your buyer and/or seller with a complete digital copy for their record.
Dos & Don'ts
Ensure that our activities never cross the line into what could be considered fiduciary and/or agent activity.