Make Introduction

Send an introductory What Happens Next email to your buyer and/or seller. 

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.

Create Timeline

Create a timeline based on contractual dates and terms.

Issue Reminders

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

Assemble Disclosures

Assemble and execute all the state required disclosure forms.

Order Reports

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

Obtain Signatures

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.

Closing Email

Send a Getting Close To C.O.E. email to your buyer and/or seller.

Broker Upload

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

Client File

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.