Services
Clear Scope, Clear Process
As your Transaction Coordinator, negotiating contracts and repairs, advising on major decisions, coordinating inspections and appraisals, and reviewing the final escrow settlement statement stay with you. You will review every document that gets sent to your clients.
Listing Transactions
Onboarding and Listing Prep
- Documentation and Verification: Create, review, and upload listing agreements, disclosures, HOA documents, solar agreements, and trust paperwork to the broker portal.
- Client and Date Tracking: Track the listing expiration date and send introductory emails with executed paperwork to the seller.
Escrow and Contract Setup
- Escrow Management: Open escrow with all parties, establish the escrow timeline, and obtain the EMD receipt/Opening Package.
- Distribute Documents: Send completed seller disclosures, executed contracts, and escrow timelines to the buyer’s agent and seller.
Inspections and Contingencies
- Repair Requests: Prepare and route repair requests, addenda, and amendments for signatures prior to inspection deadlines.
- Tracking and Invoices: Collect repair receipts/invoices to send to the buyer’s agent and request contingency removals.
Closing and Wrap-Up
- Warranties and Disclosures: Order home warranties and review the Closing Disclosure/HUD (pending agent final approval).
- Final Archiving: Confirm funds, deed recording, and upload all email correspondence to close out the file.
Buyer Transactions
Contract and Onboarding
- Signature and Timeline Setup: Obtain missing signatures on offers and disclosures, calendar the escrow timeline, and follow up to ensure the buyer remits the EMD to escrow.
- Introductory Communications: Send introductory emails to the buyer with the escrow timeline included.
Document and Disclosure Management
- Buyer Disclosures: Send completed buyer disclosure packets for signatures and route executed copies to the listing agent.
- File Compliance: Upload contract documents to the broker portal and obtain the buyer’s signature on HOA documents.
Inspections and Contingencies
- Repair Requests: Draft and distribute repair requests for signatures and send executed requests to the listing agent.
- Contingency Removals: Obtain executed contingency removals from the buyer and send them to the listing agent.
Closing and Wrap-Up
- Final Inspections and Approvals: Coordinate the final walk-through and review the Closing Disclosure/HUD (pending agent final approval).
- Closing Archiving: Confirm funding and deed recording, and upload all email correspondence to close out the file.
Ready to Get Started?
Call (559) 666-7303 or send a quick inquiry and I’ll be in touch.
New Agent Inquiry