• 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.
• Thoroughly review the Purchase Agreement, Counter Offers, and Amendments to ensure that each document is fully executed with proper dates, initials, signatures and broker information.
• Supply the executed Purchase Agreement to all parties involved in the transaction.
• Enter all of the contacts, appropriate dates and documents into the transaction management service software – we will then invite all parties involved.
• Order the Natural Hazard Report.
• Prepare a Full Disclosure Package including all of the required C.A.R., broker forms and documents – we will then deliver these via mail, email or DocuSign directly to you and/or your seller.
• 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.
• 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, zone 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.
• Maintain weekly contact with all parties involved for status updates as well as items needing attention or that are outstanding.
• Fully complete and deliver the completed digital paper file (PDF) to you or your broker.

Agent’s Responsibilities

some are optional too

• Review the Draft Escrow instructions.
• Review the Preliminary Title report.
• Schedule all Appointments (Home Inspection, Termite, Final Walk Thru, etc…).
• Negotiate repairs or any changes to contract.
• Complete Agent Visual Inspection.

$325