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 agent for approval – Agent approval of Broker Demand is required.
• 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.

• Fill out listing documents & disclosures and send to client for signatures in Docusign.
• Email seller copy of the listing
• 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

When the workload becomes overwhelming, and you require assistance in collecting all the necessary documents and disclosures for your broker's compliance, we've got you covered.

Fee: $150 to be paid at time of service

• Set up templates in Zipforms. Fee: $75/hr
• Update bios & photos on your company website, Realtor.com, Zillow.com & your social media accounts. Fee: $75/hr
• Create property flyer Fee: $50
• Make property postcard (Bear Printing). Fee: $50