Services Descriptions

Listing Side Services Include:

Open Title/Escrow
Send Intro email and send signed contracts documents to Title, Seller’s, Buyers Agent, Lender
Change MLS to Option Pending
Send Inspection email to sellers (inspection scheduled)
Receive/Send to Listing Agent- Inspection Notice from buyer's agent.
Obtain, repair receipts received from the seller & Send to buyer's agent (if applicable)
Inform Lender about completed inspections and request appraisal.
Review Broker File and Submit to Compliance
Complete and submit Greensheet
Send DA to Title
Verify receipt of title commitment & CD Settlement
Send Title commitment & CD Settlement to sellers/Realtor
Add appraiser info to closing parties and inform buyer's agent of the appointment.(If lender does not already provide that service)
Appraisal scheduled email to: Seller, Buyers agent, Title
Check w/lender or Buyers agent on appraisal completion and Survey.
After appraisal, change MLS to pending
Send "appraisal in" email to Seller
Email lender for loan commitment letter
Schedule Closing with sellers
Let Sellers know when Buyers final walk-through
Change MLS to Sold
Inform Seller of final walk-through
Ask title for CD for review if not already received
Review Broker File and Submit to your Compliance

Agent to send me their own signed pre listing-documents.

What I do: (I "carbon copy" Listing Agent on all emails)

Verify that all Pre-listing documents sent to me are signed and complete.
Introduction email to Listing Agents clients verifying the best times for staging and/ or photography.
Set up Staging and/or Photographer appointment (Stager/Photographer of Realtors choice)
Send email to sellers, and agent regarding day/time for photography appt, letting the clients know that they will want to be out of the house during this time.
Start setting up MLS information from listing documents.
Input all details into MLS
When Photos are received, add approved photos to MLS.
When approved by Realtor, change Status to “Active”.
Get screen shot of Active and send to Listing Agent or add in their broker documents.
Reminder for Agent know to put a sign and lockbox on property.
Send email to sellers with link to MLS and Active Status.
Submit Active Docs to Compliance for approval

Buyer Side Services Include:

Open Title/Escrow
Send Intro email and send signed contracts documents to Title, Seller's Agent, Buyers, Lender
Arrange Client to Schedule Home Inspection
Email Buyers Agent of time/date(If in home)
Obtain Earnest Money Receipt from Title
Send instructions to buyer for Option Money/Receipt
Note Option Period & Note Finance Deadline
Forward Inspection Report to Realtor/Client
Follow up to make sure repairs are done by deadline
Check on Appraisal Date from Lender
Add needed documents to your transaction management system.(Ie Dotloop etc..)
Verify Receipt of Title Commitment/Send to Buyers
Verify Receipt of CD Settlement/Send to Buyers
Review Broker File & Submit to Compliance/
Complete and submit Greensheet
Send DA to Title
Warranty Reminder w/ three options to buyers
Check on Survey from Lender
7 days from closing (utilities, reminders)
Request Lender Update (Weekly)
Request/ Verify that Lender ordered appraisal
Appraisal done by Financing Approval Date
Check on Clear to Close from Lender
Schedule Closing Time/Final walk Through with Buyer & Realtor
Arrange Sellers Agent to Leave Key at Title and all other keys/openers in the home.
Ask title for CD for review if not already received
Send Closing Disclosure to Buyer/Realtor
Send Buyer Closing Reminder Date/Time 24 hours before.
Review Broker File and Submit to your Complianace