Listings

For listing service prior to escrow

• Intro email to sellers

• Create the listing in the broker system

• Prepare & process seller disclosures via Glide/Email/ Docusign

• Pull the Property Profile Report

• Order the NHD Report from the agent's preferred vendor

• Upload all listing documentation to the broker

Contract to Close

For buyer or seller side in escrow

• Customize checklist to your brokerage requirements

• Introduction Email to all parties

• Create the transaction in your broker system with weekly uploading

• Order the NHD Report, Pest Inspection, and Home Warranty

• Prepare & process seller disclosures via Glide/Email/ Docusign- Listing side

• Assist in executing all documents throughout the transaction

• Weekly File Updates & Audits

• Track contract, disclosures, deposits, reports, contingencies, HOA documents, appraisal, and loan status throughout the file

• Communicate with escrow and obtain copies of required escrow documents for your broker file.

• Review all documents to ensure all are executed per the broker's requirements.

• Prepare & process broker required disclosures for clients & agents signatures

• Timely contingency removal reminders

• Provide an electronic file link to the clients at closing

Lease

For lease agreements

• Introduction email to all parties

• Prepare & Process broker required disclosures for clients & agents signatures

• Create transaction in broker system

• Upload all documents to the broker system

• Review all documents to ensure all are executed per the broker's requirements.

• Provide an electronic file link to the clients once the file is complete

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