Delivering seamless, white-glove transaction management from contract to close. We provide exceptional service, meticulous attention to detail, and a flawless experience for agents, buyers and sellers every step of the way.

 

Listing Serivces (Seller Reprensentation)

· Review signed listing agreements for accuracy

· Open Escrow and order prelim

· Confirm seller on preliminary report. If in a trust or other entity, make sure RCSD is in place, with any other documentation needed

· Order Natural Hazard Disclosure Report 

· Assist in Ordering HOA Docs, if applicable

· Schedule inspections if needed 

· Prepare Disclosure Package for seller to fill out and sign

· When Seller Returns Fillable Disclosures - review the TDS and SPQ, SFSD or other local disclosures for completeness and correctness. 

· Organize Disclosure Package in Homelight (previously Disclosures IO)

· When property goes into escrow the Contracts services apply

 

Contracts (buyer representation)

· Review signed purchase contract for accuracy, signatures and initials

· Create Escrow Timeline

· Send intro email to client and the rest of the transaction parties

· Send disclosure package to client for signatures (for buyer representation)

· Schedule buyer inspections if needed

· Follow up on Initial Deposit with escrow 

· Send seller signed disclosure package to Buyers agent and TC (for seller representation)

· Order Home warranty

· Keep track and send reminders of contingency removal dates

· Coordinate all aspects of the transaction with the other side’s TC and agent, escrow officer and lender

· Upload all disclosures, documents, and reports into your company online transaction management service as they are received or fully executed throughout  the transaction

 

Agent Responsibilities
·Get initial RPA or RLA signed

·Include Transaction Coordinator in all email correspondence.

·Provide any LOCAL or County Specific required disclosures where the transaction takes place, including any Point of Sale Inspections.

·Complete AVID - Agent Visual Inspection Disclosure

· Make sure file is complete before close of escrow