When a transaction is under contract, we will:

Coordinate opening of the file with escrow and handle all documents securely.
Introduction email will be sent providing a timeline of deadlines with a copy of the executed contract to coop-agent, buyer’s agent, buyer/seller - (Your client, as appropriate) lender and title company.
Ensure documentation is complete, with dates, initials, signatures, and broker information
Submit all required contract documents to broker for compliance.
Send/request disclosure packages and retrieve signatures, if needed.
Ensure the lender, title company, and broker receive all amendments or changes to the contract.
Verify EM deposit and obtain receipt from escrow.
Verify inspection date and time. Ensure all parties receive reports for review.
Maintain contact with title company and lender throughout the transaction.
Provide agent email updates on the status of the transaction keeping you informed.
Update deadlines, due to any changes in the contract.
Order Home Warranty per contract, if needed.
Order HOA documents, if needed.
Confirm inspection, in accordance with offer deadline.
Monitor appraisal timeline and completion with the lender.
Coordinate and monitor buyer’s loan status with lender.
Ensure the buyer/seller is provided a copy of all documents.
Remind agent to draft Commission Disbursement. If TC is completing CD request, form MUST BE approved by agent before submitting to escrow and compliance.
Upload all disclosures, documents, and reports into agent online transaction management service as they are received or fully executed throughout the transaction, if applicable.
Provide access to the transaction management service 24/7 to all parties to the transaction.
Maintain constant contact with all parties involved for status updates and resolution of outstanding items/issues.
Verify escrow has required documentation.
Coordinate and confirm final walk-through.
Schedule signing appointment for client and agent, if applicable.
Conduct a final audit of file 7 days prior to closing to ensure all documents are uploaded and the file is complete.
Confirm final recording and alert agents.
Upload Final CD to online transaction management service for compliance.
At close, we will provide a completed hard-copy and digital copy of the fully executed transaction to your client.

Refund Policy