Real Estate Transaction Coordination

Transaction Management

We will coordinate and manage your residential file from start to finish.

We want to EARN your business and keep it! Lasting relationships are just as important as getting new clients. Our transaction coordinators are committed to your success. If you would like to learn more, please contact us and we will be happy to speak with you.

What we do

Review Purchase Contract to Ensure Contract Properly Signed.

Open Escrow and Send All Contact Information

Send Instructions to all Parties, Maintain Communication between Clients, Agents and Escrow.

Monitor Contingencies, Due Dates and send Reminders.

Schedule Inspections and Order HOA Documents if needed.

Send Documents for Electronic Signatures.

Verify all Documents are Complete and in Order.

Issue Escrow Instructions to Escrow.

  • Introduce our role in the transaction to every party involved.
  • Review every document to verify correct dates, initials, broker information, and signatures.
  • Supply an executed Purchase Agreement to every party.
  • Open escrow, obtain a file number, request preliminaries, and instructions.
  • Verify contact information, dates, and documents are uploaded to our online system where it will remain securely accessible to all parties 24/7.
  • Prepare a Full Disclosure Package delivered via mail, email or DocuSign to you and/or the seller.
  • Send copies of all reports to the buyer’s agent and escrow company.
  • Order requested escrow amendments.
  • Upload all reports, disclosures and documents into our online system as it is received or executed.
  • Send all necessary documents to escrow.
  • Track escrow time frames for receipt, delivery and return of all documents and deposits.
  • Maintain constant contact with every party for status updates or to alert you of anything outstanding or requiring attention.
  • Input/Update Listings in the MLS.
  • Complete and deliver a full digital paper trail (PDF) to you and/or your broker.
  • No Cancellation Fee, Contract Not Closed = No Charge

CHOOSE

Your Plan

Price

Disk Space

Databases

Domains

Users

Email Accounts

Bandwidth

Support

Support

Your Text

Your Text

Your Text

Your Text

BUYER or SELLER

$450

Thoroughly review the Purchase Agreement, Counter Offers, and Amendments to ensure that each document is fully executed with proper dates, initials, signatures.

Open escrow, obtain file number and request the Escrow Instructions, Commission Instructions and Preliminaries.

Contact all parties and introduce our role in the transaction as your Personal Closing Facilitator.

Enter all of the contacts, appropriate dates and documents into the transaction management service software - we will then invite all parties involved.

Send SRPDS Form to Seller via SRPDS.com Provide a completed Seller Disclosure Package and deliver to the buyer's agent and monitor a timely return, as well as ensure that all contract time-lines are adhered to.

Schedule and send copies of the termite and any other reports to buyer's agent and to escrow.

Order any requested escrow amendments.

Upload all documents, disclosures and reports into the transaction management service software as each one is received or fully executed throughout the transaction process.

Ensure that escrow has received all documents including the termite report, home warranty invoices, commission instructions and any other required documents.

Track escrow time-frames for receipt of earnest money deposit, delivery and return of escrow packages, and delivery of HOA documents as applicable.

Make sure that all disclosures and reports have been provided and ensure that all signatures, initials and dates have been completed.

Issue Escrow Instructions

Complete and deliver a full digital paper trail (PDF) to you and/or your broker.

ORDER

DUAL

$600

Thoroughly review the Purchase Agreement, Counter Offers, and Amendments to ensure that each document is fully executed with proper dates, initials, signatures.

Open escrow, obtain file number and request the Escrow Instructions, Commission Instructions and Preliminaries.

Contact all parties and introduce our role in the transaction as your Personal Closing Facilitator.

Enter all of the contacts, appropriate dates and documents into the transaction management service software - we will then invite all parties involved.

Send SRPDS Form to Seller via SRPDS.com 

Provide a completed Seller Disclosure Package and deliver to the buyer's agent and monitor a timely return, as well as ensure that all contract time-lines are adhered to.

Schedule and send copies of the termite and any other reports to buyer's agent and to escrow.

Order any requested escrow amendments.

Upload all documents, disclosures and reports into the transaction management service software as each one is received or fully executed throughout the transaction process.

Ensure that escrow has received all documents including the termite report, home warranty invoices, commission instructions and any other required documents.

Track escrow time-frames for receipt of earnest money deposit, delivery and return of escrow packages, and delivery of HOA documents as applicable.

Make sure that all disclosures and reports have been provided and ensure that all signatures, initials and dates have been completed.

Issue Escrow Instructions

Complete and deliver a full digital paper trail (PDF) to you and/or your broker.

ORDER

For Sale By Owner

$650

Thoroughly review the Purchase Agreement, Counter Offers, and Amendments to ensure that each document is fully executed with proper dates, initials, signatures.

Open escrow, obtain file number and request the Escrow Instructions, Commission Instructions and Preliminaries.

Contact all parties and introduce our role in the transaction as your Personal Closing Facilitator.

Enter all of the contacts, appropriate dates and documents into the transaction management service software - we will then invite all parties involved.

Send SRPDS Form via SRPDS.com Provide a completed Seller Disclosure Package and deliver to the buyer's agent and monitor a timely return, as well as ensure that all contract time-lines are adhered to.

Schedule and send copies of the termite and any other reports to buyer's agent and to escrow.

Order any requested escrow amendments.

Upload all documents, disclosures and reports into the transaction management service software as each one is received or fully executed throughout the transaction process.

Ensure that escrow has received all documents including the termite report, home warranty invoices, commission instructions and any other required documents.

Track escrow time-frames for receipt of earnest money deposit, delivery and return of escrow packages, and delivery of HOA documents as applicable.

Make sure that all disclosures and reports have been provided and ensure that all signatures, initials and dates have been completed.

Issue Escrow Instructions

Complete and deliver a full digital paper trail (PDF) to you.

ORDER