Outline - Representing Agent

• Submit the executed contract file to the Transaction Manager within 24 hours for optimal leverage

• Ensure all documents and file updates are provided promptly

• Order or lead client to order inspections

• Lead negotiations; the Transaction Manager will closely monitor the progress and deadlines

• Review all documents thoroughly for accuracy; approve amendments as required

Outline - Transaction Manager 

Highlights & Communication

• Consistent, proactive communication with your Transaction Manager throughout the transaction

• Organized contract file maintained throughout the transaction for easy reference

• Agent CC'd on all email communication to all parties

• Peace of mind for the agent to focus on income-producing activities

• All options include All Compliance Services

Premium Services - $400 

Premium Service includes everything in Standard Services and the following:

• High level client care throughout the process via emails, text, and phone calls.

• Client and lender phone call and a group text message with the agent & client(s)

• Continued phone contact with all parties

• Client milestone emails: acceptance, inspection, inspection resolution, loan commitment, pre-closing

• Register buyer clients for OneSource Connect for easy utility setup

• Pone call to schedule closing with clients, title, lender and agent

Standard Services - $325

Deadlines & Communication

• Simple client communication throughout the process via emails.

• Within One business day* - Into Email sent to all parties (Client, CoAgent, Lender, and Title Company).

• All template emails will be customized to include the agent's name & information

• Transaction milestones synced to Agents' transaction calendar (indicates pending & completed items)

• Licensed Transaction Manager can assist with any required documents day or night

• Transaction Manager proactively monitors all deadlines and contingencies, requesting updates or reaching out to parties as required

Documentation & Brokerage Compliance

• Upload, organize, and label all documents throughout the transaction process

• Create a file in broker compliance system, ensure all paperwork has been submitted and approved

• Perform pre-compliance check; proactively clear compliance items

• Review all documents and retrieve any missing signatures

• Confirm receipt of earnest money, inspection reports, municipality or hoa documentation, repair receipts

Inspections & Repairs & Add-on Orders

• Provide client specific informational emails on what to expect during the inspection process

• Request and file any inspection documentation or occupancy reports (from the client or co-agent)

• Order Home Warranty if required

Title and Lender Coordination

• Provide sales contract, commission details and all contact information to all parties involved

• Ensure that payoff requests and title work are on track

• Pre-Loan Commitment and Pre-Closing check-in emails

• Order survey quotes and work order on behalf of buyer, if required

Closing Coordination - Basic

• Closing information confirmation email

• Communicate closing time and final closing details in pre-closing email, invite to agent’s calendar

• Receive and verify client statement. (including sales price, seller credit, agent compensation, home warranty)

• Provide buyer clients a packet of all sales contract and supplemental documents at closing

Closing Coordination - Premium

• Coordinate directly with client and title company closing details (time, and location)

• All items listed in the Basic Closing Coordination

When to get started? and other FAQ

• It is preferred to receive the contract file within two days of execution / acceptance to ensure that all timelines are monitored and documents are obtained on schedule.

• Use your preferred title company, or choose from our vendor list

• Each new contract file will elicit a new fee. If there are multiple lots or tax records included in the same file, to close on the same day, with the same buyer/seller, these would be considered a single transaction.

Payment is to be paid as an invoice at closing or within Net 15. 

If you don’t close, you don’t pay.