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 or email a complete disclosure package for agent distribution.
- 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 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 fax or e-mail
- Order Natural Hazard Report and Home Warranty Policy as needed
- Regular follow up with selling agent, lender and escrow
- Follow up weekly on missing paperwork from all sides of transaction
- Coordinate with loan officer and escrow for funding and recording
- Review file for document compliance per broker list
- Provide an electronic copy of completed file
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 and agent updated throughout the process
- Prepare disclosures per the agents’ broker list
- Receive disclosures from listing agent and deliver to agent via fax or e-mail
- Obtain file number, review preliminary title report prior to being sent to the buyer. Confirm deposit receipt has been made.
- Order Home Warranty Policy
- Regular follow up with listing agent, buyers agent, lender and escrow
- Follow up weekly on missing paperwork from all sides of transaction
- Coordinate with loan officer and escrow for funding and recording
- Review file for document compliance per broker list
- Provide an electronic copy of completed file