Key Transaction Coordinators

Transaction Services

Listing

Contact all parties and introduce our role in the transaction

Review sales contract, amendments, and counter offers to ensure documents are fully executed with proper dates. Supply copies to escrow, buyers agent and their TC

Upload complete file in Transaction Point and provide link for agents MLS listing

Open Escrow, obtain file number, instruct agent on where to deposit earnest check, and request preliminary title report and CC&R'S

Prepare a key date calendar that is designed to keep the seller updated throughout the process as well as upload important dates into the agent’s calendar

Prepare disclosure packet per the agents’ broker list (can also be provided prior to listing appointment)

Send all seller disclosures to buyer’s agent via fax or e-mail

Order Natural Hazard Report, Home Warranty Policy and Inspections

Regular follow up with selling agent, lender and escrow

Ensure appraisal has been ordered

Follow up weekly on missing paperwork from all sides of transaction

1 week prior to closing, verify that all documents, repairs, and loan documents are ready for completion. Prepare any documents to extend deadlines or demand performance

Ensure that buyer has set an appointment to sign loan documents

Coordinate with loan officer and escrow
for funding and recording

Request estimated HUD1 from escrow

Review file for document compliance per broker list

Provide 2 copies of completed file on disk

Selling

Contact all parties and introduce our role in the transaction

Review sales contract, amendments, and counter offers to ensure documents are fully executed with proper dates. Supply copy to escrow and lender

Upload complete file to Transaction Point and provide agent with buyer access

Prepare a key date calendar that is designed to keep the buyer updated throughout the process as well as upload important dates into the agent’s calendar

Prepare disclosures per the agents’ broker list

Receive disclosures from listing agent and deliver to agent via fax, e-mail, mail or personal delivery

Obtain file number, review preliminary title report prior to being sent to the buyer. Confirm deposit receipt has been made.

Order Home Inspection, Natural Hazard Report, Home Warranty Policy and Inspections

Regular follow up with listing agent, buyers agent, lender and escrow