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 platform and provide a link for agents MLS listing
  • Open Escrow, obtain file number, and request preliminary title report, CC&R'S and Easement Maps as applicable
  • Prepare a key date calendar that is designed to keep the seller and agent updated throughout the process
  • 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 e-mail or direct link invite
  • Order Natural Hazard Report and Home Warranty Policy as needed
  • Regular follow up with selling agent, lender and escrow
  • Follow up as needed on missing paperwork from all sides of transaction
  • Coordinate with all parties for on time funding and recording
  • Review file for document compliance per broker list
  • Provide an electronic copy of completed file if requested



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 agent's transaction platform 
  • Prepare a key date calendar that is designed to keep the buyer and agent updated throughout the process
  • Prepare disclosures per the agents’ broker list
  • Receive disclosures from listing agent and deliver to agent via Docusign or email
  • Communicate with escrow to get initial deposit instructions to the buyer and confirm initial deposit has been made.
  • Order Home Warranty Policy
  • Regular follow up with listing agent, buyers agent, lender and escrow
  • Follow up as needed on missing paperwork from all sides of transaction
  • Coordinate with all parties for on time funding and recording
  • Review file for document compliance per broker list
  • Provide an electronic copy of completed file if requested