TRANSACTION COORDINATION SERVICES

 
Listing Services

We can coordinate every detail from the receipt of your signed listing agreement to going Active in BrightMLS:

  • Order sign & lockbox (if the sign company manages your lockboxes) installation per your instruction. Installation takes 4-5 days, allowing 72 hours for Miss Utility to clear. BrightMLS now requires that listings are entered into the MLS within 24 hours of any advertising, including signage so please take that into consideration when providing a date for install. 

  • Order staging (if applicable)

  • Order photography, video, floorplans, matterport, etc from your preferred vendor.

  • Design your professional brochure and flyer (Agent provides InDesign or Canva template)

  • Order brochures/flyer for delivery to agent office or residential address

  • Enter listing into Bright MLS, upload photos and arrange in a logical order

  • Upload conveyances, any agent provided property information and disclosures to “Documents”

  • Notify agent that listing is drafted and ready for agent review

  • Agent reviews listing and moves to Coming Soon or Active when ready 

  • Agent notifies TC that listing is Coming Soon/Active, TC then:

    • Assigns lockbox to listing via BrightMLS/Sentrilock

    • Sets up Showing Time per contract &/or instructions in New Listing BrightMLS form

    • Adds Open House schedule if provided

    • If your listing is Coming Soon, the listing moves to Active at midnight on the date that was entered, per the listing agreement or written agent instruction.

    • Once your listing is Active, your TC’s duties are complete until your listing goes under contract. The agent is responsible for processing any needed Listing Amendments and updating the MLS as needed.

Full Contract to Close - Buyer/Seller
  • Update MLS w/ Status and contingencies (Seller U/C)

  • Audit Contract for accuracy, ratification, initials, signatures, etc. 

  • Send email introduction to Buyer or Seller with a copy of the ratified contract and detailed information outlining the process through settlement.

  • Send email introduction with a copy of the ratified contract to Lender, Title Company, Listing & Selling agent. 

  • Complete Case Processing Sheet

  • Submit contract to broker for compliance review

  • Confirm deposit of Earnest Money (EMD)

  • Schedule Home Inspection with client, home inspector, seller/listing agent

  • Send email confirming Home Inspection to all parties. 

  • Order HOA Docs, (Seller U/C) confirm receipt/delivery of HOA Documents, deliver/confirm receipt of proper acknowledgements

  • Order Pest (WDI), receive and distribute to lender, title co., client and listing or selling agent

  • Order home warranty, receive and distribute to title co. & client.

  • Order water quality & septic inspection, receive and distribute to lender, title co., client and listing or selling agent. (if applicable)

  • Schedule Reminders and track deadlines for all contract contingencies

  • Confirm Appraisal Ordered from Lender

  • Confirm receipt of & deliver HICRA to client

  • Follow up on repairs/obtain receipts/deliver receipts prior to walkthrough

  • Send/Request Financing Contingency Removal (as directed by agent)

  • Send/Request Appraisal Contingency Removal (as directed by agent)

  • Weekly follow up with Lender, Title, Cooperating Agent & Client

  • Schedule Walkthrough & Settlement, Notify all parties

  • Obtain/Distribute Utility Information, with reminder to initiate service on the day of settlement

  • Order Sign Removal &/or Reminder for Lockbox removal (Seller U/C)

  • Request/Review Preliminary ALTA Disclosure

  • Send settlement reminder

  • Send request for agent review on the platform of the agent’s choosing

Keyboard and Mouse
Other Services
  • Listing Agreement Draft 

  • Buyer Agreement Draft

  • Contract Draft

  • Listing or Buyer Loop Submission à la carte

  • Rental Listing Services

  • Delivery of Executed ALTA to your clients for tax purposes.