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TRANSACTION COORDINATION
We handling everything from Contract to Close. Your clients will receive a high level of customer service with weekly status updates & access to buyer/seller portals with all relevant transaction documents & information!
Review all documents fully for accuracy and deadlines.
Send introduction email providing a timeline of deadline.
Send/request disclosure packages & gather signatures.
Ensure the lender, title company, & broker receive any amendments or changes to the contract.
Order Home Warranty per contract if needed, provide invoice to title company.
Ensure your buyer/seller is provided a copy of all documents.
Provide a link to the transaction file which is accessible to you 24/7.
Coordinate opening of the file with escrow & handle all documents securely.
Send EM delivery and/or wire transfer instructions to buyer.
Verify EM deposit & obtain receipt from escrow.
Verify escrow has all required documentation.
Keep in contact with title company throughout the transaction.
Collect/Order HOA Community documents.
Ensure buyer completes HOA application and provide Approval to the title/lender company.
Confirm inspections have been set up in accordance w/ offer deadline.
Follow up on repairs and receipts from inspection.
Submit all required contract documents to broker for compliance.
Fill out CDA & have it approved by agent/broker.
Upload all disclosures, documents, and reports into agents transaction management service.
Submit all executed contracts, counter-proposals, and amendment extensions to lender.
Keep in contact with the lender throughout the transaction.
Monitor appraisal timeline and completion with the lender.
Coordinate & monitor buyers loan status with lender.
Confirm Closing Disclosure is sent & signed timely.
Coordinate & confirm final walk-through.
Submit approved CDA to title company after agent approval.
Give utility contact info & remind the buyer to transfer utilities.
Coordinate signing appointment for client & agent
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 HUD/ CD to Agent transaction management service for compliance.
Coordinate Closing Gift per agent instructions. (if needed)
FEES
We only get paid when you do! If the transaction fails, no payment or cancellation fee is due.
Listing or Buyer Side: $350.00
Dual Transaction: $550.00
Paid at closing according to Support Service Agreement.
Special Project Work: $30 hr paid upon completion.
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