Open escrow, obtain file number and request the Escrow Instructions, Commission Instructions, and Preliminaries
Contact all parties and introduce our role in the transaction as your Personal Closing Facilitator
Thoroughly review the Purchase Agreement, Counter Offers, and Amendments to ensure that each document is fully executed with proper dates, initials, signatures, and broker information
Supply the executed Purchase Agreement to all parties involved in the transaction
Enter all of the contacts, appropriate dates and documents into the transaction management service software - we will then invite all parties involved.
Prepare a Full Disclosure Package including all of the required compliance forms, broker forms and documents - we will then deliver these directly to you and/or your seller
Provide a completed Seller Disclosure Package and deliver to the buyer's agent and monitor a timely return, as well as ensure that all contract timelines are adhered to
Send copies of the termite and any other reports to buyer's agent and to escrow
Order any requested escrow amendments
Secure storage of all disclosures, documents, and reports as they are received or fully executed throughout the transaction
Keep all parties aware of upcoming deadlines and important dates
Ensure all escrow has received all documents including the termite report, zone report, home warranty invoices, commission instructions, and any other required documents
Track escrow timeframes for receipt of earnest money deposit, delivery, and return of escrow packages, and delivery of HOA documents as applicable
Make sure all disclosure and reports have been provided and ensure that all signatures, initials, and dates have been completed
Maintain weekly contact with all parties involved for status updates as well as items needing attention or that are outstanding
Fully complete and deliver the completed digital paper file (PDF) to you or your broker
Optional Services (may require additional fees)
Create MLS Listing
Review the Preliminary Title report
Schedule all Appointments (home inspection, termite, final walk thru, etc)
Prepare request for repairs or any changes to contract
Agent Responsibilities (some are optional too)
Review the Draft Escrow instructions
Review the Preliminary Title Report
Schedule all Appointments (home inspection, termite, final walk thru, etc)
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