services
Listings
Report newly signed contract to your office by company standards
Audit completed Listing Package for any missing forms and signatures
Open Pre-Escrow and order the Preliminary Title Report from escrow, verify correct seller name
Order Natural Hazards Report
Coordinate with escrow officer and seller to order HOA docs (if applicable)
Send your sellers introduction emails with next steps (completing disclosures)
Coordinate all paperwork, including disclosures and reports
Set up signatures in DocuSign for your clients
Gather all inspection reports and upload to the disclosure packet
Send disclosures for completion and signatures and assemble the disclosure packet
Provide listing updates throughout listing period to ensure a fully completed disclosure packet
CONTRACT TO CLOSE
Review sales contract, amendments, and counter offers to ensure documents are fully executed
Report all new escrows to your office by company standards
Upload all documents in your brokerage's document filing system
Send introductory emails to all parties of the transaction
Send reminders for contingency due dates
Confirm EMD has been made
Send disclosures to sign via DocuSign, coordinate all paperwork
Order Home Warranty (if applicable)
Create and send documents for signatures (with your guidance and approval!)
File progress updates and file reviews
Request closing package from escrow to upload to your broker file
PRE-OFFER DISCLOSUREs
Send a disclosure package for signatures to be submitted with your offer.