Services Offered

• Coordinate opening of the file with escrow while handling all documents securely.
• We will send an “Introduction e-mail” providing the timeline of deadlines with a copy of the executed contract to coop-agent, buyer/seller (your client) escrow & lender.
• Ensure all documents are fully executed with dates, initials, and signatures.
• Submit all required contract documents to your Broker for compliance.
• Send/request disclosure packages and get signatures in Docusign as needed. 
• Ensure the lender, title company, and broker receive any amendments or changes to the contract. 
• Verify EM deposit and obtain receipt from escrow. 
• Order Home Warranty per contract if needed. 
• Order HOA documents if needed.
• E-mail reminders of inspection deadlines. 
• Update deadlines due to any changes in the contract. 
• Keep in close contact with escrow officer and lender throughout the transaction. Provide agent email updates on the status of the transaction. 
• Monitor appraisal timeline & completion with the lender. 
• Coordinate and monitor buyers loan status with lender. 
• Email a copy of all documents to your buyer/seller. 
• Draft Broker Demand and send to escrow
• Upload all disclosures, documents, and reports into agent’s online transaction management service as they are received or fully executed throughout the transaction. 
• Maintain constant contact with all parties involved for status updates as well as outstanding items. 
• Verify escrow has all required documentation. 
• Conduct a final audit of file 7 days prior to closing to ensure all documents are uploaded and the file is complete.
• Upload Final HUD/ CD to online transaction management service for compliance.
• Fee: $395 paid out of escrow at closing.
• Dual agency transaction fee:  $595

• Fill out listing documents & disclosures and send to client for signatures in Docusign.
• Email seller copy of the listing
• Input in RMLS*
• Prepare changes orders and send for signatures in Docusign as needed.
• Remind agent of listing expiration date as needed.
• Add all listing documents, disclosures and any other required documents to broker’s online compliance management software ensuring file is complete. 
• Fee: $100 due at time of service

*Must have RMLS permission forms signed, $50 fee per quarter will be added to your RMLS invoice.