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.
Create Timeline
Create a timeline based on contractual dates and terms.
Make Introduction
Send an introductory What Happens Next email to your buyer and/or seller.
Issue Reminders
Communicate and follow up with you on all contingency deadline reminders.
Assemble Disclosures
Assemble and execute all the state required disclosure forms.
Collaborate
Cooperate with escrow officers, agents, lenders, and transaction coordinators.
Order Reports
Obtain the Natural Hazard Disclosure Report, Preliminary Title Report, Home Warranty, and any other report as specified in the contract.
Gather Reports
Gather inspection reports from inspection companies (you, the agent, is responsible for scheduling appointments).
Obtain Signatures
Ensure that all documents are signed and executed by the appropriate parties.
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 licensed activity. View Quick Guide
