Transaction Management
Buyer Side
Communicate with buyer for next steps and what to expect using customized checklist and templates built for you​
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Review agreement of sale, addendums and other required documents for completion and signatures
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Obtain any missing signatures
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Submit transaction file along with all required documents to broker office
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Ensure escrow is sent to Seller Agent or coordinate opening of escrow (when necessary)
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Assist buyer with scheduling inspections
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Liaison in all communication and coordination with Seller Agent, Lender, Title Company or Attorney and any other parties involved with transactions
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Communicate with buyer and other necessary parties to ensure all contract dates are met
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Ensure buyer receives copies of all necessary HOA documents, reports and other required documentation
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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
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Schedule walk throughs with seller agent
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Review preliminary title commitment and settlement statements
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Upload all documents to agent e-file platform
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Order closing gift (as requested)
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Send buyer request for agent review​
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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
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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