TRANSACTION COORDINATION SERVICES

Prepare listing documentation/packet

Send listing packet for initials and signatures if agent is not obtaining wet signatures

Review listing paperwork for accuracy and execution

Obtain missing initials and signatures if necessary

Enter listing information into online transaction platform depending on brokerage

Start the MLS listing if asked by the agent

Obtain company required disclosures

Obtain state required disclosures

Submit listing paperwork to brokerage

Assist with price reductions, MLS Status changes, and Cancellations

Open escrow

Provide seller information to title

Review purchase agreement, counter offers, and amendments

Ensure documents are fully executed with proper dates, initials, signatures, and broker information

Ensure the buyers earnest money deposit is in escrow on time

Make sure the buyers earnest money deposit is subject to forfeiture if the buyer fails to perform

Keep track of deadlines per contract

Provide calendar date reminders to the agent for key transaction dates

Prepare a full disclosure package including state required and broker required forms.

Provide completed seller disclosure package to buyer’s agent and escrow

Draft addendums as needed

Deal with request for repairs forms as needed

Send copies of any reports to buyer’s agent

Upload all disclosures, documents, and reports into online transaction management service as they are received or fully executed throughout the transaction

Maintain regular contact with all parties involved for status updates as well as items outstanding

Provide agent and client PDF file of transaction

Review the preliminary title report and closing/HUD statement

Audit the file prior to close of escrow to ensure all paperwork is complete

Prepare Funding Request/Commission Distribution documents based on brokerage requirements if the agent requests.

Coordinate the opening of escrow

Review purchase agreement, counter offers, and amendments to ensure all are fully executed with proper dates, initials, signatures, and broker information

Ensure seller disclosures are provided with contract timelines

Prepare and deliver buyer package including all of the state and broker required forms

Keep track of deadlines per contract agreement

Provide calendar date reminders to the agent for key transaction dates

Draft addendums and repair requests as needed

Review the preliminary title report and closing/HUD statement

Ensure your buyer is provided a copy of all reports and booklets that are provided and/or required

Upload all disclosures, documents and reports into online transaction management service as they are received or fully executed throughout the transaction

Maintain regular contact with all parties involved for status updates as well as items outstanding

Audit the file prior to close of escrow to ensure all paperwork is complete

Provide agent and client with PDF copy of completed transaction

Prepare Funding Request/Commission Distribution documents based on brokerage requirements if the agent requests.