Transaction Management
What We Do
*Please NOTE we can create a package custom to your needs. We know no two agents needs are the same* Packages starting from $375
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Personalized email introduction to all parties involved
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Review contracts, disclosures, and addenda to ensure proper execution
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Order title, verify receipt of earnest money, and serve as a liaison between client and closing team
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Gather and deliver necessary due diligence, HOA, and financial documents
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Order Home Warranty if needed
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Maintain direct communication with lender from introduction to closing with weekly updates
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Manage deadlines for inspections, appraisal and contingency
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Track repair request timelines
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Serve as a point of contact for your client and all parties (title, lender, vendors and co-op agent) for status updates and outstanding items
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Upload disclosures, documents and reports as they are received for compliance
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Send documents for signature and verify completion
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Coordinate the closing process
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Prepare a closing folder for accuracy and submit for compliance
Agents Responsibilities
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Provide accepted offer documents and client contact information
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Schedule and supervise inspections
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Review all inspection reports, negotiate and coordinate any repairs, and changes to the contract.
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Work to provide a win-win for your client through all negotiations
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Final walkthrough and verify all repairs were completed