Listing Side
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Open escrow, obtain file number and request the Escrow Instructions, Commission Instructions and Preliminaries.
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Contact all parties and introduce our role in the transaction as your Personal Closing Facilitator.
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Thoroughly review the Purchase Agreement, Counter Offers, and Amendments to ensure that each document is fully executed with proper dates, initials, signatures and broker information.
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Supply the executed Purchase Agreement to all parties involved in the transaction.
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Enter all of the contacts, appropriate dates and documents into the transaction management service software - we will then invite all parties involved.
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Order the Natural Hazard Report.
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Prepare a Full Disclosure Package including all of the required C.A.R., broker forms and documents - we will then deliver these via mail, email or DocuSign directly to you and/or your seller.
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Provide a completed Seller Disclosure Package and deliver to the buyer's agent and monitor a timely return, as well as ensure that all contract time-lines are adhered to.
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Send copies of the termite and any other reports to buyer's agent and to escrow.
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Order any requested escrow amendments.
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Upload all documents, disclosures and reports into the transaction management service software as each one is received or fully executed throughout the transaction process.
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Ensure that escrow has received all documents including the termite report, zone report, home warranty invoices, commission instructions and any other required documents.
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Track escrow time-frames for receipt of earnest money deposit, delivery and return of escrow packages, and delivery of HOA documents as applicable.
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Make sure that all disclosures and reports have been provided and ensure that all signatures, initials and dates have been completed.
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Maintain weekly contact with all parties involved for status updates as well as items needing attention or that are outstanding.
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Fully complete and deliver the completed digital paper file (PDF) to you or your broker.
Buying Side
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Coordinate Opening Escrow
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Review purchase agreement, counter offers, all addendums.
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Ensure everything is fully executed with proper dates, initials, signatures, and the broker information is completed.
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Ensure seller disclosures are provided within contract timelines.
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Prepare all disclosures; including state specific and broker specific forms.
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Upload all disclosures, documents, and reports into online transaction management service as they are received or fully executed throughout the transaction.
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Maintain constant contact with all parties involved for status updates as well as items outstanding.
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Ensure that escrow is in receipt of Home Warranty Invoice and Commission Instructions.
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Order any requested escrow amendments.
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Track the escrow timeframes for receipt of earnest money deposit, delivery and return of escrow packages, and delivery of HOA documents as applicable.
Dual Agency
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We handle your transaction from start to finish with all the same services included with the Buyer Side and Listing Side.​
