When a transaction is under contract I will: 

• Coordinate opening of the file with Escrow company and handle all documents securely.

• Introduction email will be sent providing a timeline of deadlines with a copy of the executed contract to coop-agent, buyer/seller, lender (Seller Disclosure removed), and title company.

• Ensure everything is fully executed with dates, initials, signatures, & that broker information is completed. 

• Submit all required contract documents to broker website for compliance.

• Send/request disclosure packages and gather signatures if needed. 

• Ensure the lender, title company, and broker receive any amendments or changes to the contract. 

• Verify EM deposit and obtain receipt from escrow. 

• Verify inspection date and time and make note of it in compliance website. 

• Keeping in contact with the title/escrow company and lender throughout the transaction. Provide agent and your client email updates on the status of the transaction keeping you informed. 

• Update deadlines due to any changes in the contract. 

• Collect HOA documents in accordance with deadlines and email to buyer agent (if on list side) or to buyer (if on buyer side). 

• Order Home Warranty per contract if needed. 

• Order HOA documents if needed. 

• Confirm inspection has been set up in accordance with offer deadline. 

• Monitor appraisal timeline and completion with the lender. 

• Coordinate and monitor buyers loan status with lender. 

• Ensure your buyer/seller is provided a copy of all documents. 

• Remind agent to draft Commission Disbursement. If I am completing CDA request, form MUST BE approved by agent before submitting to escrow and compliance.

• Upload all disclosures, documents, and reports into agents online transaction management service as they are received or fully executed throughout the transaction. (if applicable) 

• Provide access to the transaction management service 24/7 to all parties to the transaction (if applicable) 

• Maintain constant contact with all parties involved for status updates as well as outstanding items. 

• Verify escrow has all required documentation. 

• Remind agent to confirm final walk-through. 

• Conduct a final audit of file 7 days prior to closing to ensure all documents are uploaded and the file is complete. 

• Confirm final recording and alert agents. 

• Upload Final SS to online transaction management service for compliance and send client their copy.

This Service includes: 

All the above (Contract to Close transaction) PLUS: 

BUYERS SIDE: 

• Upload buyers rep agreement and all broker required forms for compliance. (if applicable)

• Submit all executed contracts, counter-proposals, and amendment extensions (if applicable) to lender (I removed Seller Disclosure from contract first). 

• Remind the buyer to wire EMD as necessary. 

• Upload all forms, amendments, and addendums for compliance. 

• Give utility contact info and remind the buyer to transfer utilities. 

• Send email to your client asking for a review on Zillow, Google, or your preferred site. 

SELLERS SIDE: 

• Upload Listing Agreement and all broker required forms for compliance. 

• Follow up signatures of all documents. 

• Upload all forms, amendments, and addendums for compliance. 

• MLS Data Input to pending inspection, pending, and closed. 

• Order Post/For Sale sign down. 

• Send email to your client asking for a review on Zillow, Google, or your preferred site. 

Agent Expectations 

Review preliminary title reports. Review escrow Instructions and settlement statements. Negotiate repairs and any changes to the contract. Advise the client of any contingency timeline removals (we will remind all parties of the dates and timeframes in the introductory email). If TC is drafting documents, the agent will review before being sent to client (if applicable). 

Fee Schedule 

• Listing Side Start To Finish: $500.00 with $150 paid after it becomes Active and balance of $350 due at close
• Buyer Side Only: $400.00
• Dual Transaction: $800.00

Paid at closing according to TC Support Service Agreement.

Setup New Listing File 

• Complete listing file creation in agents preferred software

• Fill out listing documents as best as possible with information I can gather (Agent fills in blanks) and send to client along with any required disclosures for signatures.

• Order preliminary title.

• Upload listing into the MLS through Transaction Desk as incomplete (agent fills out listing comments/description).

• Order Post Install/For Sale sign (if applicable).

• Assign lockbox to MLS listing.

• Have listing agent edit or approve MLS input before going live.

• Email seller copy of the listing.

• Add required documents to the MLS Supplements section such as legal description, disclosures, inspections, etc.

• Add all listing documents, disclosures and any other required documents to broker’s online compliance management software ensuring file is complete. 

Fee Schedule:

• $150 (not including Pending status - this is only for a Listing) to be paid after Live through Zelle or Venmo

I will look over forms to make sure we are in compliance and work with your compliance website to upload all forms necessary for compliance.