Services
Transaction Management
$350.00 / $500.00 for both
Due at closing
- Ensure through Documentation Analysis that all purchase agreements, counter offers and addendums are fully executed with signatures, initials, dates and broker information.
- Correct and Complete missing documentation and signatures.
- Ensure all disclosures are provided within the specific timelines.
- Communicate with all parties through email, phone and text messaging regularly.
- Secure receipt of the earnest money deposit.
- Manage inspections, appraisals, final walk throughs and closing.
- Invite agent access to the transaction processes along the way through the task management software program.
- Communicate regularly to all parties deadlines and milestones, status updates focussing on items that are missing or need attention
- Follow up with the Title Company to ensure that all items needed are present to ensure an on time closing.
- For the listing side, verify that the appraisers have the CMA and all upgrades provided by the listing agent.
- Follow up with the lender for loan approval.
- Order the home warranty if there is one.
- Give buyers information about utilities and remind them to get them connected.
- Upload documents for compliance reviews.
- Acquire the Disbursement Authorization and send to the Title Company.
- Review all closing statements.
- Complete Google review on behalf of the agent.
Agent Expectations
- To submit a transaction, use the intake form to the right. (Please note: do not submit this unless we have already spoken and you have been registered with us)
- When submitting, please provide us with a fully executed contract.
- Attend all appointments (inspections, appraisals and walk-throughs)
- Complete all negotiations and any other licensed activities.
- Remove all items from the property (lockbox, signs, fliers, etc)
- If your sign was installed by a 3rd party company, we can contact them to have it removed.
- Update MLS Status
Listing Management
$200.00
Due when MLS is Activated
- Confirm listing is complete and that all signatures are on all seller documents
- Coordinate photographer
- While the agent will make the listing live, we will enter your listing into the MLS and save as incomplete for your final approval
- Upload all photos, documents and disclosures into the MLS
- Set up Showing Time
- Order all HOA documents
- Using the agent's platform, upload documents for broker approval
- Schedule an Open House in MLS if desired
- Coordinate Sign installation if you use a third party
Agent Expectations
- Use the Registration form for transaction submission
- Provide the FULLY executed contract
- Activate the listing after reviewing the saved as incomplete version as illustrated above.
Compliance Management
$200.00
Due at closing
- Verify and Review all documents
- Upload all required documents for compliance approval
- Send Disbursement Authorization to the Title Company
- Upload all closing documents for final compliance.
Please note: This is JUST for compliance meaning we will not be coordinating or communicating with any parties.