Transaction Coordination

When a transaction is under contract I will: 

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

• Introduction email will be sent providing a timeline of deadlines with a copy of the executed contract to coop-agent, buyers agent, buyer/seller - (Your client as appropriate) lender and title company.

• Ensure everything is fully executed with dates, initials, signatures, 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. 

• Keeping 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) 

• Provide access to the transaction management service 24/7 to all parties to the transaction (if applicable) 

• Maintain constant 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. 

• Confirm final recording and alert agents. 

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

This Service includes: 

All the above (Contract to Close transaction) PLUS: 

BUYERS SIDE: 

• Upload buyers rep agreement and all broker required forms for compliance. 

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

• Arrange EMO pick up/ remind the buyer to wire as necessary. 

• Upload all forms, amendments, and addendums for compliance 

• Follow up on repairs and receipts from inspection 

• Give utility contact info and remind the buyer to transfer utilities. 

• Coordinate Key transfer upon closing. 

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

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

SELLERS SIDE: 

• Upload Listing Agreement and all broker required forms for compliance. 

• Follow up signatures of all documents. 

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

• Follow up on repairs and receipts. 

• MLS Data Input to pending inspection, pending, and closed. 

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

• Order For sale sign down. 

• Coordinate removal of any staging furniture. 

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

Agent Expectations:

• Provide a full and complete checklist of documents required by your broker.

• Review preliminary title reports.

• Attend any onsite inspections or appointments.

• Negotiate repairs and any changes to the contract.

• Provide exact wording on any addendums.

• Review escrow Instructions and settlement statements.
  

• Advise the client of any contingency timeline removals (we will remind all parties of the dates and time frames in the introductory email).

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

Fee Schedule:

• Listing or Buyer Side: $450.00
• Dual Transaction: $750.00

Paid at closing according to TC Support Service Agreement.

Setup New Listing File 

• Complete listing file creation in agents preferred software

• Add client to agents CRM database

• Fill out listing documents and send to client along with any required disclosures for signatures.

• Order preliminary title.

• Add listing info into the MLS (agent fills out listing comments/description).

• Assign lockbox to MLS listing.

• Ask the seller to make copies of house keys for the lockbox.

• Schedule stager for consultation.

• Schedule photographer for photo shoot once house is staged (one of our Ala Carte Services! See below.)

• Order for sale sign.

• Input listing into the MLS incomplete

• Have listing agent edit or approve MLS input before going live

• Email seller copy of the listing

• Add required documents to the MLS listing such as legal description, disclosures, inspections.

• Add all listing documents, disclosures and any other required documents to broker’s online compliance management software ensuring file is complete. 

Fee Schedule:

$200

Ala Carte Services

File Auditing & Broker Compliance

If you find yourself overwhelmed with gathering all the documents and disclosures for your broker’s compliance we can take care of that for you. 

Fee Schedule:

$150

Photography

Need a wide lens and a professional camera for listing photos? We got ya covered!

By appointment only. Space is limited.

Fee Schedule:

$150

Notary Services

I am a licensed Pennsylvania Notary.

Fee Schedule:

• Acknowledgements: $5 for first signature, and $2 for each additional signature
• Affidavits: $5 for all signatures
• Signature Witnessing: $5 for each signature