Introduction letter to Seller(s)

Provide required questionnaires to Seller(s) for completion

Send disclosures packet to Seller(s) for signatures

Prepare and docusign listing documents

Review and upload listing documents to the Broker’s system

Pre-Open escrow, order NHD Order HOA Documents- If applicable

Order any City required Inspections

Review signed listing package for accuracy and completeness

Provide needed amends, Listing Agreement and other required documents to Escrow Officer

Verify Invoices and provide a copy to the Escrow Officer.

Deliver Disclosures Packet to Listing Team

Upload disclosures packet to Disclosures IO- If applicable

Order Seller’s Warranty Coverage- If applicable per Listing Agreement

Generate and send out Introduction letters to clients, lenders, escrow, title and other Agents associated with the transaction

Prepare and provide a Timeline Summary to all parties involved through the lifecycle of the transaction

Track EMD Deposits

Coordinate between sales, operations, clients, and title companies to effectively manage the administrative tasks involved in closing a sale

Maintain consistent communication with clients on a weekly basis or as needed and requested.

Create Master Client files with all necessary documents for all transactions

Verify files for accuracy and completion of all required documents for ratified contracts

Review and Audit Purchase Agreement and all relevant contract documents for accuracy and completeness

Monitor all timelines, deadlines and contingencies and sends reminders

Create Final file audit

Request, obtain and distribute HOA documents and Home Warranty documents, if applicable

Submit file to the Broker via COMMAND or any other platform used by Brokerage, if applicable

Deliver a copy of the entire file to client within 1 week after COE

Organize Disclosures

Ensure that all documents are signed

Provide an item list with any outstanding documents

Upload documents to the compliance system

Coming Soon!