Transaction Management

$350.00 / $525.00 for both

Due at closing

• Ensure through Documentation Analysis that all purchase agreements, counter offers and addendums are fully executed with signatures, initials, dates and broker information.
• Correct and Complete missing documentation and signatures.
• Ensure all disclosures are provided within the specific timelines.
• Communicate with all parties through email, phone and text messaging regularly.
• Secure receipt of the earnest money deposit.
• Manage inspections, appraisals, final walk throughs and closing.
• Invite agent access to the transaction processes along the way through the task management software program.
• Communicate regularly to all parties deadlines and milestones, status updates focussing on items that are missing or need attention
• Follow up with the Title Company to ensure that all items needed are present to ensure an on time closing.
• For the listing side, verify that the appraisers have the CMA and all upgrades provided by the listing agent.
• Follow up with the lender for loan approval.
• Order the home warranty if there is one.
• Give buyers information about utilities and remind them to get them connected.
• Upload documents for compliance reviews.
• Acquire the Disbursement Authorization and send to the Title Company.
• Review all closing statements.
• Complete Google review on behalf of the agent.

​Agent Expectations

• To submit a transaction, use the intake form to the right. (Please note: do not submit this unless we have already spoken and you have been registered with us)
• When submitting, please provide us with a fully executed contract.
• Attend all appointments (inspections, appraisals and walk-throughs)
• Complete all negotiations and any other licensed activities.
• Remove all items from the property (lockbox, signs, fliers, etc)
• If your sign was installed by a 3rd party company, we can contact them to have it removed.
• Update MLS Status

Listing Management

$200.00

Due when MLS is Activated

• Confirm listing is complete and that all signatures are on all seller documents
• Coordinate photographer
• While the agent will make the listing live, we will enter your listing into the MLS and save as incomplete for your final approval
• Upload all photos, documents and disclosures into the MLS
• Set up Showing Time
• Order all HOA documents
• Using the agent's platform, upload documents for broker approval
• Schedule an Open House in MLS if desired
• Coordinate Sign installation if you use a third party

Agent Expectations

• Use the Registration form for transaction submission
• Provide the FULLY executed contract
• Activate the listing after reviewing the saved as incomplete version as illustrated above.

Compliance Management

$200.00

Due at closing

• Verify and Review all documents
• Upload all required documents for compliance approval
• Send Disbursement Authorization to the Title Company
• Upload all closing documents for final compliance.

Please note: This is JUST for compliance meaning we will not be coordinating or communicating with any parties.