Available Services

*Transaction Coordination (Contract to Close)

When a transaction is under contract, I will:

  • Coordinate opening of the file with escrow and handle all documents securely.
  • Ensure everything is fully executed with dates, initials, signatures, broker information is completed (if not, update/gather/etc.).
  • Introduction email will be sent providing a timeline of deadlines with a copy of the executed contract to co-op agent, your client (as appropriate), lender, and title company.
  • Calendar the contract timeline dates and send to my agent (if desired).
  • Ensure the lender, title company, and broker receive any amendments or changes to the contract.
  • Verify EM deposit paid and obtain receipt from escrow.
  • Verify inspection date and time. 
  • Ensure Inspection Notice/Reports sent/received, as appropriate.
  • Follow up on repairs and receipts from Resolution items.
  • Keep in contact with all parties, throughout the transaction, for status updates & outstanding items.
  • Provide automated weekly updates, to my agent, on the status of the transaction from my TC system.
  • Update deadlines due to any changes in the contract.
  • Order Home Warranty per contract, as applicable.
  • Monitor appraisal timeline and completion with the lender.
  • Coordinate and monitor buyer’s loan status with lender.
  • Remind agent to draft Commission Disbursement. (If TC is completing CD request, the form MUST BE approved by agent before submitting to escrow and compliance.) 
  • Upload all disclosures, documents, and reports into agents/brokers online transaction management service as they are received or fully executed throughout the transaction, for compliance. 
  • Remind your client to setup/transfer utilities (as applicable) and update their address.
  • Help Coordinate scheduling of Closing Appointment/Walkthrough (as applicable).
  • Conduct a final audit of file 7 days prior to closing to ensure all documents are uploaded and the file is complete. 
  • Upload Final HUD/ CD to online transaction management service for compliance.
  • Schedule email for January of following year, to send Final HUD/ALTA to client for Tax-Purposes (if desired).

FEE SCHEDULE:

  • Buyer or Seller Side: $400 
  • Both Sides (including unrepresented other side): $500
  • Paid at closing (within 3 business days of closing/invoice) – According to Support Service Agreement.

*À la carte Services

Looking for more support so you can focus on growth? For my active Transaction Coordination clients, we can discuss à la carte services upon request. (Since my TC files are my priority, my availability for additional services is very limited, however we can still chat about your needs.)

FEE SCHEDULE:

  • To be discussed based on specific request (Project based fee(s) preferred; package price or hourly rate possible).
  • Payable upon completion, weekly, or monthly (TBD based on specific request) – According to Support Services Agreement.

Ready to chat?

Head over to my Contact page and complete the form with details about you/your business needs. I’ll reach back out, asap, so we can get a Discovery Call scheduled. Once you’re ready to team up, we’ll complete onboarding documents and you’ll be ready to submit contracts and request add-on services. It’s better to get through that, as soon as possible, so that when you need me you won’t be delayed! 
*No fee to onboard.
We’ll also chat about my New Client Discount & Referral Program!!