LISTINGS:

Open a presale escrow of agent's choice

Add open house to Craigslist

Schedule Inspections

Order Natural Hazards Report

Order sellers coverage home warranty

Send introduction letter to seller(s)

Create online file in Docusign Transaction Rooms (Agent & Seller(s) have access to view and sign all documents online)

Generate seller disclosure package includes all CAR state mandated forms, city/ county required disclosures & any company specific advisories

Facilitate seller disclosures for electronic signatures through docusign

Review all documents for complete signatures/ initials and content

Upload completed seller disclosure package to MLS associated documents

Monitor listing expiration date with a 7day prior notice to agent


PENDINGS:

(SELLER SIDE)

Update existing online file in Docusign Transaction Rooms.

Set contractual task dates (agents will be reminded of buyer tasks including; Deposits to escrow, contingency dates, & paperwork audits to stay compliant with BRE guidelines.)

Generate contacts/ critical dates sheet

Introductions to selling agent / co-op TC

Provide seller disclosure package/ reports to selling agent/ co-op TC

Provide Ratified contract to escrow

Request/ follow up on escrow items; Deposit Receipt(s), Escrow acknowledged page 10 of contract, Prelim, CCRS, HOA package

Mark property pending on the MLS

Order a home warranty as per contract

Request/ follow up on contingency removals (agents will be advised 3 days prior to contingency removals becoming due as well as the day of)

A minimum of 3 paperwork audits will be performed to keep the file BRE compliant (this includes tracking down missing paperwork/ signatures from all sides of the transaction)

Provide all invoices to escrow

Completed file will be submitted/ uploaded to the agents office for their broker file

Upon recording and receipt of final closing statement 2USB flash drives will be generated and provided to the agent.

Mark property sold on the MLS


(BUYER SIDE)

Open escrow per contract or agents choice (RPA & counter offers/ addendums are forwarded to the escrow officer)

Introduction to Buyer's Lender

Schedule inspections

Set contractual task dates (agents will be reminded of buyer tasks including; Deposits to escrow, contingency dates, & paperwork audits to stay compliant with BRE guidelines.)
Generate contacts/ critical dates sheet

Introduction letter to Buyer

Create online file in Docusign Transaction Rooms (Agent & Seller(s) have access to view and sign all documents online)
Introduction to listing agent / co-op TC

Request seller disclosure package/ reports from listing agent/ co-op TC

Facilitate disclosures & reports for buyers electronic signatures in Docusign

Request/ follow up on all escrow items; Deposit Receipt(s), Escrow acknowledged page 10 of contract, Prelim, CCRS, HOA package

Order a home warranty as per contract

Request/ follow up on contingency removals (Buyers agent ONLY will be advised 3 days prior to contingency removals becoming due as well as the day of)
A minimum of 3 paperwork audits will be performed to keep the file BRE compliant (this includes tracking down missing paperwork/ signatures from all sides of the transaction)
Schedule buyers final walk through
Provide all invoices to escrow
Completed file will be submitted/ uploaded to the agents office for their broker file
Upon recording and receipt of final closing statement 2USB flash drives will be generated and provided to the agent.

One year closing date anniversary reminder will be set and agent will be notified 7 days prior






Services included

SERVICES FOR REALTORS