TRANSACTION COORDINATION SERVICES
Focus on creating more business, and we can handle the rest.
PRE MARKET SERVICES
Create listing disclosures & collect signatures
Upload disclosures to MLS (per agent preference)
Activate listing in MLS as Active, Coming Soon, etc
Status and price changes as necessary
Order O&E (if requested)
Complete MLS entry, including photos, virtual tour, etc.
Check marketing verbiage for Fair Housing violations
Set up ShowingTime instructions
ShowingTime email blasts
Gather due diligence documents from Seller
Compliance Review
BUYER:
CONTRACT TO POST-CLOSE SERVICES
Send contract to lender
Send calendar & next steps to client
Manage CTM syncing
Send disclosures, collect signatures
Track all deadline dates, send daily deadline reminders
Draft amends, send to all
Request & Deliver due diligence documents, off record title documents as applicable
Deliver HOA documents as applicable
Order Home Warranty, as applicable
Schedule inspections
Check Appraisal Status
Review prelim settlement statement for concession, price, commission, admin fees
Compliance Review
Request and deliver inspection receipts
Schedule Closing
Send closing reminder to client
Confirm accuracy of CDA
Update CTM status
Close file
Collect client testimonial (per Agent preference)
Email electronic file to Buyer
Update CRM with Housiversary date, forwarding address, etc (per agent preference)
Email year end settlement statement for tax season to agent
We are happy to add on additional services as these needs can vary.
We can schedule photos, sign install/removal, order lockbox install/removal, order marketing materials, and help coordinate the removal of staging items.
SELLER:
CONTRACT TO POST-CLOSE SERVICES
Order Title, HOA documents (as applicable) & ensure delivery
Send calendar & next steps to client
Manage CTM syncing
Update MLS status, ShowingTime, etc
Share disclosures, collect signatures
Track all deadline dates
Draft amends, send to all
Deliver due diligence documents, off record documents (as applicable)
Ensure Delivery of HOA Documents
Order home warranty, as applicable
Coordinate Inspection times with Sellers
Review prelim settlement statement for concession, price, commission, admin fees
Compliance Review
Deliver inspection receipts to Buyer's Agent
Order sign removal, lockbox removal (per Agent preference)
Schedule Closing
Send closing reminder to client
Confirm accuracy of CDA
Update MLS status
Close file
Collect client testimonial (per Agent preference)
Email electronic file to Buyer
Update CRM with Housiversary date, forwarding address, etc (per agent preference)
Email year end settlement statement for tax season to agent
We also offer CRM Support so you can stay in front of your clients with additional services including setting up action plans, mailing birthday cards, anniversary cards, gifts, etc
Book a Consultation
Schedule a time to meet with us so we can discuss what support you need!