When a transaction is under contract I will: 

• Coordinate opening of the file with escrow and handle all documents securely.

• Send an introductory email providing a timeline of deadlines with a copy of the executed contract to coop-agent, buyer's agent, buyer/seller - (Your client as appropriate) lender and title company.

• Ensure everything is fully executed with dates, initials, signatures, and that broker information is completed. 

• Submit all required contract documents to broker for compliance.

• Send/request disclosure packages and gather signatures if needed. 

• Ensure the lender, title company, and broker receive any amendments or changes to the contract. 

• Verify EM deposit and obtain receipt from escrow. 

• Verify inspection date and time. Ensure all parties have received reports to review. 

• Review preliminary title reports.

• Remain in contact with the title company and lender throughout the transaction.

• Provide agent email updates on the status of the transaction keeping you informed. 

• Update deadlines due to any changes in the contract. 

• Collect HOA documents in accordance with deadlines and email to buyer agent (if on list side) or to buyer (if on buyer side). 

• Order Home Warranty per contract if needed. 

• Order HOA documents if needed. 

• Confirm inspection has been set up in accordance with offer deadline. 

• Monitor appraisal timeline and completion with the lender. 

• Coordinate and monitor buyers loan status with lender. 

• Ensure your buyer/seller is provided a copy of all documents. 

• Remind agent to draft Commission Disbursement. If TC is completing CD request, form MUST BE approved by agent before submitting to escrow and compliance.

• Upload all disclosures, documents, and reports into agents' online transaction management service as they are received or fully executed throughout the transaction (if applicable) .

• Maintain contact with all parties involved for status updates as well as outstanding items. 

• Verify escrow has all required documentation. 

• Coordinate and confirm final walk-through. 

• Schedule signing appointment for client and agent if applicable. 

• Conduct a final audit of file 7 days prior to closing to ensure all documents are uploaded and the file is complete. 

• Upload Final HUD/ CD to online transaction management service for compliance.

This Service includes: 

All the above (Contract to Close transaction) PLUS: 

BUYER'S SIDE: 

• Submit all executed contracts, counterproposals, and amendment extensions (if applicable) to lender.

• Arrange EM delivery/remind the buyer to wire as necessary.

• Upload all forms, amendments, and addendums for compliance.

• Follow up on repairs and receipts.

• Provide utility contact info and remind buyer to transfer utilities.

• Coordinate Closing Gift per agent instructions (if needed).

• Send email to your client asking for a review on your preferred site. 

SELLER'S SIDE: 



• Follow up signatures of all documents. 

• Upload all forms, amendments, and addendums for compliance. 

• Follow up on repairs and receipts. 

• Update MLS Data to pending and closed. 

• Coordinate Closing Gift per agent instructions (if needed). 

• Order For sale sign down. 

• Send email to your client asking for a review on your preferred site. 

Agent Expectations 

• Review escrow Instructions and settlement statements.

• Negotiate repairs and any changes to the contract.

• Advise the client of any contingency timeline removals 

• If TC is drafting any documents, the agent will review before being sent to client (if applicable). 

Fee Schedule 

• Listing or Buyer Side: $395.00
• Dual Transaction: $740

Paid at closing according to TC Support Service Agreement.

These are some of the services I provide in addition to the core Transaction Management services.  These services will be paid upon completion. If there is something you need that isn't listed just ask!

• Email Management - pricing based on need

• Basic Bookkeeping - $40 per hour

• Data Entry - $40 per hour