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. 

• 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. 

• Follow up with Title to ensure all HOA documents deadlines are met and email to buyer agent (if on list side) or to buyer (if on buyer side) 

• Order Home Warranty per contract if needed. 

• Monitor appraisal timeline and completion with the lender. 

• Coordinate and monitor buyers loan status with lender. 

• Draft Commission Disbursement. If TC is completing CDA request, form MUST BE approved by agent before submitting to compliance and escrow.

• Upload all disclosures, documents, and reports into agents online transaction management service as they are received or fully executed throughout 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. 

• Remind agent to confirm final walk-through. 

• Schedule signing appointment for client and agent if applicable. 

• 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. 

• Follow-up Earnest Money & Option Fee receipt.  Remind the buyer to wire as necessary. 

• Upload all forms, amendments, and addendums for compliance 

• 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. (if applicable) 

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. 

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

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

Agent Expectations 

Review preliminary title reports. Review escrow Instructions and settlement statements. Negotiate repairs and any changes to the contract. Advise the client of any contingency timeline removals (we will remind all parties of the dates and timeframes 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: $400
• Dual Transaction: $700

Paid at closing according to TC Support Service Agreement.

Special Project Work: $30 hr paid upon completion. 

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

Setup New Listing File 

• Add client to agent CRM

• Document Prep (Listing Agreement & Compliance)

• Send to client along with any required disclosures for signatures.

• Add listing info into the MLS Incoming  - All details & required fields.

• Assign lockbox to MLS listing (agent provides)

• Introductory Email to the seller as part of your team. 

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

• Schedule your preferred photographer for photo shoot once house is staged.

• 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 Offer Instructions, disclosures, inspections, etc.

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

Fee Schedule:

$150