● 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● Request historical documents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)
● Send congratulations email
● Create timeline of important dates and contacts
● Create file in brokerage system
● Upload and assign documents to file
● Send disclosures to buyer for signing
● Track and obtain missing signatures
● Order home warranty (if applicable)
● Audit documents for compliance
● Update agent on transaction status
● Provide escrow terms to title (Agent to review, revise and give final approval)
If an additional buyer is added after disclosures are complete, there will be a $75 fee.

● Send intro email to landlord
● Create file in brokerage system
● Upload and assign documents
● Obtain signatures from landlord and tenant
● Prepare disclosure packet
● Create DIO file and upload disclosures
● Track and obtain signatures
● Audit documents for compliance
Need a fully signed disclosure packet to present with your offer? We can help!
If your offer is accepted, we will waive the $150 fee. If it's rejected, we'll bill you separately.
● Create and maintain buyer broker file
● DocuSign BRBC to buyer
● Keep track of expiration date
● If necessary, draft MT-BR and DocuSign to buyer
We want to make payment as easy as possible for our agents, so all of our services are billed through escrow and payable at closing.
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!

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!
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