When a transaction is under contract I will: 

• Coordinate opening of the file with escrow 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 - (Your client as appropriate) lender and attorney's office.

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

• Submit all required contract documents to broker for compliance.

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

• Ensure the lender, attorney's office, and broker receive any amendments or changes to the contract. 

• Verify EM deposit and obtain receipt from escrow. 

• Keeping in contact with the attorney's office and lender throughout the transaction. Provide agent email updates on the status of the transaction keeping you informed. You will also be copied in on every email.

• Update deadlines due to any changes in the contract. 

• Order Home Warranty per contract 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 TC is completing CD request, form MUST BE approved by agent before submitting to escrow and compliance.

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

• Verify escrow has all required documentation. 

• Coordinate and confirm final walk-through. 

• Schedule signing appointment for client and agent if applicable. 

• 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 HUD/ CD to online transaction management service for compliance 

This Service includes: 

All the above (Contract to Close transaction) PLUS: 

BUYERS SIDE: 

• Upload buyers rep agreement and all broker required forms for compliance. 

• Submit all executed contracts, counter-proposals, and amendment extensions (if applicable) to lender. 

• Arrange EMO pick up/ remind the buyer to wire as necessary. 

• Upload all forms, amendments, and addendums for compliance 

• Follow up on repairs and receipts from inspection 

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

• Coordinate Closing Gift per agent instructions. (if needed) 

• Send email to your client asking for a review on Zillow 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. 

• Follow up on repairs and receipts. 

• MLS Data Input to pending and closed. 

• Coordinate Closing Gift per agent instructions. (if needed) 

• Send email to your client asking for a review on Zillow 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). 
• If TC is drafting amendments or any documents that are needing verbiage- Agent must email the exact verbiage for TC to use on amendment

Fee Schedule 

• Listing or Buyer Side: $350.00
• Dual Transaction: $525.00

Paid at closing according to TC Support Service Agreement.

Special Project Work: $50 hr paid upon completion. 

Have a new listing that needs to be entered into MLS? I can help with this too!

Fee Schedule:

$75