Our Services
Listing to Close
● Send intro email to seller
● Create file in brokerage system
● Upload and assign documents
● Obtain signatures and submit SELM
● Open pre-escrow, request prelim, HOA docs
● Order NHD
● Request historical documents
● Prepare disclosure packet
● Create DIO file and upload disclosures
● Create timeline of important dates
● Track and obtain signatures
● Audit documents for compliance
● Order home warranty (if applicable)
● Provide escrow terms to title (Agent to review, revise and give approval)
Buyer Under Contract
● Send congratulations email
● Create timeline of important dates and contacts
● Create file in brokerage compliance system
● Upload and assign documents to file
● Send disclosure packet to buyer for signing
● Track and obtain missing signatures
● Order home warranty (if applicable)
● Review and audit documents for compliance
● Update agent on transaction status
● Provide escrow terms to title (Agent to review, revise and give final approval)
Buyer Representation Coordination
● Create and maintain buyer broker file
● DocuSign BRBC to buyer
● Keep track of expiration date
● If necessary, draft MT-BR and DocuSign to buyer
● Repeat!
Other Services
DocuSign Only
Need a fully signed disclsoure packet to present with your offer? We can help!
If your offer is accepted, we will waive the $50 fee. If it's rejected, we'll bill you separately.
Listing Agreement Prep
Hate doing paperwork? Just send us details of your new listing and we'll prepare the listing agreement for your approval and send to the seller for signing.
Dynamic Extras
- Reminder of first anniversary of purchase
- Request reviews from clients
- A copy of the closing statement emailed to your clients in January
This service must be ordered with opening of escrow
Refer a Friend
Have an agent friend who you think is in need of our services? Refer them to us and if they sign on, we’ll give you $50 off your next transaction as a thank you!