When a transaction is under contract I will: 


  • Handle all documents, securely


  • Keep everyone informed- Introduction emails will be sent providing deadlines and other pertinent information to Agents on the other side, Buyer/Seller (Your client as appropriate), Lender and Title Agency


  • Ensure everything is fully executed with proper dates, initials, signatures, checkboxes checked, and reach out for corrections as necessary and monitor compliance with the contract


  • Submit all required under-contract documents to Compliance within 48 hours of execution


  • Send/request additional documents as they are required and gather signatures


  • Ensure the Lender and Title Agency receive any amendments or changes to the contract


  • Contact Title Agency or Buyer Brokerage for a copy of the EM Verification, email the receipt to co-op agent and upload to Compliance


  • Keep in contact with the Title Agency and Lender throughout the transaction.


  • Provide agent email updates on the status of the transaction


  • Update deadlines from amendments or extensions


  • Order Home Warranty per contract


  • Confirm Inspection has been set up in accordance with offer deadlines


  • Monitor appraisal timeline


  • Upload all disclosures, contract documents, closing documents and reports into shared transaction folder on Google Drive as they are received or fully executed throughout the transaction. This will be available to you for future needs.


  • Maintain constant contact with all parties involved with status updates as well as outstanding items


  • Coordinate and confirm final walk-through and request final documents.


  • Confirm closing date and time has been set up by the Title Agency with the seller or buyer in a timely manner


  • Upload Final ALTA/HUD/ CD and copy of the commission check to agent’s Compliance system and close transaction




This Service includes: 


All the above (Contract to Close transaction) PLUS: 


BUYERS SIDE: 


  • Upload buyers Rep Agreement and all Broker required forms


  • Submit all executed contracts, counter-offers, and amendments (if applicable) to lender


  • Remind the buyer to submit EM check or wire as necessary


  • Upload all forms, disclosures, amendments, and addendums for compliance


  • Provide reminders to buyer to transfer utilities, mail, credit cards, bank statements, etc


  • Congratulations email to buyers after closing




SELLERS SIDE: 


  • Upload Listing Agreement and all Broker required forms


  • Follow up on signatures of all documents


  • Upload all forms, disclosures, amendments, and addendums for compliance


  • Update MLS to pending, closed (must have separate MLS access)   



AGENT EXPECTATIONS:


As an agent, you are still in charge and continue to have the relationship with your clients. I’m your “assistant”.


  • You will set up Inspections (I can do this on an exception basis)


  • You will negotiate repairs and/or any changes in Contract


  • You will need to review settlement statements and preliminary Title Reports


  • Please communicate all changes that affect the contract deadlines.


  • You can never communicate too much about your transactions and it’s always better to communicate in writing via email so I can track in my inbox. I always welcome phone calls for any questions



FEE SCHEDULE


Contract to Close is invoiced and payable at Closing either through Title/Your Brokerage (where allowed) or by Invoicing you directly. We get paid when you get paid.


●Buyer side Contract to Close $300

●Seller Side Contract to Close $300

●Both Buyer and Seller Sides Contract to Close $450


If a contract falls through, there is no invoice sent. It will be considered a Canceled Contract. If it is your Listing and it goes back under contract, it will be considered a new contract and we will start over as a new Transaction. Again, we get paid when you get paid.


We also have options for Listings and Offers on an A La Carte Basis.  A La Carte Fees are invoiced to you directly and due upon completion of the Task.


●Listing Paperwork Preparation $75

●Listing Input into MLS $75 (must have separate MLS access on your behalf and 24 hours notice)

●Listing Paperwork Prep and Listing Input into MLS (Bundled together) $125

●Offer Documents and submission - $50 each (One additional offer per agent client at no additional charge)



Setup New Listing File 


  • Complete listing file creation in agents preferred application - Dotloop or Transaction Desk.


  • Fill out listing documents and send to client along with any required disclosures for signatures.


  • Add listing info into the MLS (agent provides listing comments/description) - must have separate MLS Board approved access..


  • Input listing into the MLS incomplete


  • Upload all photos and documents to the MLS Incomplete Listing


  • Have listing agent edit or approve MLS input before going live


  • Once Active in the MLS, set up Broker Bay or other Showing Service.


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


Fee Schedule:

$75 for Paperwork Preparation only, $75 for Listing Input into MLS (must have separate MLS Board approved access). $125 for both when bundled together.  Invoiced upon completion of the paperwork or input into MLS.

PRE-LISTING FORM

Offer Documents and Submission


With your guidance on the details, we can write the offer and required documents, get the buyer’s signatures, and once you review, we can submit the offer to the listing agent. You will be invoiced once the offer is submitted. If it’s not accepted, we will do one more offer for that client without an additional charge. All offers after that are $50 each.


Fee Schedule:

$50, invoiced upon submission of the offer.

Submit a Contract or Prepare for an Offer