Transaction Coordinating Services

• Set up new listing with office and complete any office required paperwork
• Pull evidence of ownership
• Start Pre-Escrow with Title and order Prelim
• Set up and track file in our Advanced TC Management Program
• Store files indefinitely in cloud software for easy future access
• Order HOA documents through title, as needed
• Order NHD report
• Order 3R reports, if required
• Order Sellers Coverage, if requested
• Set up Seller Disclosure Packet in Disclosures IO and Docusign
• Send TDS/SPQ and Earthquake report if needed via Glide for easy client completion
• Pull all documents, set up Seller Disclosure Packet, and send out via Docusign or set up for print if you need to sign in person
• Set up Disclosures IO with full Disclosure Packet and provide link you can add to MLS
• Send out seller disclosure packet for you, as requested
• Send out reminders of upcoming listing expiration dates

Residential Sales Services

• Set up transaction with your office and take care of any office required paperwork
• Set up escrow
• Get wire instructions to the Client and follow up on deposit
• Send welcome out to all parties with Transaction Timeline and Coversheet
• Coordinate with Title, Listing Agent, and Clients for smooth transaction
• Set up disclosures in Docusign or print for hand signing
• Ensure all documents are complete and in file, including anything specific to your office
• Send out weekly file status updates
• Follow up on file review notices
• Order Home Warranty
• Keep track of all Tasks and Contingency Removal dates, sending advance reminders to you
• Confirm terms with title
• Add Closing statement to file and send out at tax time upon request
• Maintain complete file in our TC management program and add all emails at close
• All files stored in cloud software indefinitely

Opening a New Transaction

Opening a new transaction is super easy. Just send your signed listing agreement or contract, along with the title information and client contact information (if not already in zipforms). I will confirm receipt and get everything started, as soon as possible. Normally that means same day, but could be the next morning depending on time of receipt. I look forward to becoming part of your team.