Embedded Files
TRANSACTION MANAGEMENT
MENTORSHIP - TRAINING - ONBOARDING
The prickly stuff? Thats our jam...
The prickly stuff? Thats our jam...
Pre-List to Close
Pre-List to Close
Introduce TC to client as a part of your team
Prep ER and all required broker docs for signing*
Provide SPDS, HOA, LBP, etc. for sellers to complete via BREEZE
Ensure insurance claims history has been ordered
Introductory timeline email sent to all parties
Prepare buyer-returned disclosures & requests to be completed
Prepare addenda and BINSR response*
Audit and upload all transaction documents into reZen
Zip file of contract docs sent to client upon successful closing
PDF of email communications uploaded to reZen
Contract to Close
Contract to Close
Introduce TC to client as a part of your team
Introductory timeline email sent to all parties with executed contract
Custom timeline sent to buyers
Disclosures sent to Buyer to be reviewed and signed
Prepare Addenda and BINSR*
Order Home Warranty**
Obtain updates with the Co-Operative agent/TC, escrow and Lender
Audit all executed documents for compliance
Split and upload executed documents into reZen
Send reminders of contingency dates & deadlines
Zip file of contract docs sent to client upon successful closing
PDF of email communications uploaded to reZen
ADDITIONAL SERVICES
Pre-open escrow Draft entry to MLS • Update MLS status for each phase • Reminders to install/remove lockboxes
• Order sign post install/removal*** • Order listing photos****
*Prepared when instructed by Agent **Home Warranty option provided to buyer is contract is TBD ***Cost of sign post and photos are NOT included and will be billed by preferred vendor ****Seller or Listing Agent are to provide access to vendor of choosing
Page updated
Report abuse