Transaction Management
Buyer Side
Communicate with buyer for next steps and what to expect using customized checklist and templates built for you
Review agreement of sale, addendums and other required documents for completion and signatures
Obtain any missing signatures
Submit transaction file along with all required documents to broker office
Ensure escrow is sent to Seller Agent or coordinate opening of escrow (when necessary)
Assist buyer with scheduling inspections
Liaison in all communication and coordination with Seller Agent, Lender, Title Company or Attorney and any other parties involved with transactions
Communicate with buyer and other necessary parties to ensure all contract dates are met
Ensure buyer receives copies of all necessary HOA documents, reports and other required documentation
Coordinate with seller agent to ensure all required repairs have been completed in appropriate time frame
Send buyer settlement notice with time and location along with what is required to bring
Schedule walk throughs with seller agent
Review preliminary title commitment and settlement statements
Upload all documents to agent e-file platform
Order closing gift (as requested)
Send buyer request for agent review
Other services vary by agent, state and broker
Seller Side
Communicate with seller for next steps and what to expect using customized checklist and templates built for you
Review agreement of sale, addendums and other required documents for completion and signatures
Obtain any missing signatures
Submit transaction file along with all required documents to broker office
Ensure escrow is received or coordinate opening of escrow (when necessary)
Request escrow release from appropriate party
Ensure inspection replies are received in accordance to contract due dates
Liaison in all communication and coordination with buyer agent, conveyance company or attorney and any other parties involved with transactions
Communicate with seller and other necessary parties to ensure all contract dates are met
Ensure buyer agent receives copies of all necessary HOA documents, reports and other required documentation
Coordinate with seller to ensure all required repairs are completed.
Send seller settlement notice with time, location and what is required to bring (request deed package as necessary or required
Upload all documents to agent e-file platform
Review preliminary title commitment and settlement statements
Order closing gift (as requested)
Send seller request for agent review
Other services vary by agent, state and broker