Full Service Transaction Coordination

Processing / Compliance

Financial / Title Company

Financial / Title Company

  • Introduction emails & calls
  • Manage & communicate timeline of all due dates
  • Send executed documents to all parties
  • Confirm escrow deposits & obtain confirmation letters
  • Encourage all parties to communicate directly with me, saving you time
  • Follow up with all parties throughout the process 
  • Review contract for compliance
  • Submit to your office for compliance review (Dotloop, appfiles, SkySlope etc.)
  • Obtain any missing disclosures / riders/ signatures / initials
  • Complete greensheet or Commission Disbursement Authorizations
  • Prepare contract riders as needed / required

Financial / Title Company

Financial / Title Company

Financial / Title Company

  • Confirm loan application is made
  • Confirm appraisal is ordered/schedule & received
  • Monitor the loan process throughout the transaction
  • Confirm loan approval, followed by the clear to close
  • Order title services
  • Obtain title commitment, searches, and estoppels
  • Confirm clear title with the closing agent
  • Coordinate mail away or pre-signing (if needed)
  • Ensure the home warranty is ordered (if applicable)

Associations / Inspections

Associations / Inspections

Associations / Inspections

  • Obtain HOA/Condo Docs 
  • Obtain Applications
  • Confirm application submitted
  • Follow up for approval letters
  • Confirm home inspection is scheduled
  • Prepare credit/repair addendum as instructed
  • Coordinate transfer of service contracts 
  • Collect repair receipts prior to closing

Associations / Inspections

Associations / Inspections

Prior to Closing

All you have to do

Prior to Closing

  • Schedule final walk through 
  • Schedule  closing time /location
  • Review settlement statement
  • Provide disbursement authorization to title
  • Request escrow funds transfer when necessary
  • Confirm buyer has wiring instructions for closing
  • Provide utility provider information 
  • Coordinate key transfer

After Closing

All you have to do

Prior to Closing

  • Submit the closing statement to the office and close file
  • Send homestead exemption information 
  • Send the client a thank with copy of Settlement statement
  • Ask client to refer others to you, their Realtor

All you have to do

All you have to do

Frequently Asked Questions

  • Provide fully executed contract
  • Submit File to us
  • Deliver escrow deposits (if needed)
  • Schedule/Attend home Inspection & appraisal
  • Negotiate repairs / credits
  • Attend final walk through and closing
  • Take off lockbox & sign
  • Collect your commission

Frequently Asked Questions

Frequently Asked Questions

Frequently Asked Questions

You have questions? We have answers to some of the most common questions. 

Frequently Asked Questions