Pre-listing Coordination

  • Complete listing file creation in agents preferred software

  • Fill out listing documents and send to client along with any required disclosures for signatures

  • Order preliminary title

  • Add listing info into the MLS (agent fills out listing comments/description).

  • Input listing into the MLS incomplete

  • Have listing agent edit or approve MLS input before going live

  • Email seller copy of the listing

  • Add required documents to the MLS listing such as legal description, disclosures, inspections.

  • Add all listing documents, disclosures and any other required documents to broker’s online compliance management software ensuring file is complete.

Fee Schedule: $150

Transaction Coordination

  • Coordinate opening of the file with escrow agent and handle all documents securely.

  • Introduction email will be sent providing a timeline of deadlines with a copy of the executed contract to coop-agent, buyers agent, buyer/seller - (Your client as appropriate) lender and title company.

  • Ensure everything is fully executed with dates, initials, signatures, broker information is completed.

  • Submit all required contract documents to broker for compliance.

  • Send/request disclosure packages and gather signatures if needed.

  • Ensure the lender, title company, and broker receive any amendments or changes to the contract.

  • Verify EM deposit and obtain receipt from escrow.

  • Verify inspection date and time. Ensure all authorized parties have received reports to review.

  • Keeping in contact with the title company and lender throughout the transaction. Provide agent email updates on the status of the transaction keeping you informed.

  • Update deadlines due to any changes in the contract.

  • Collect HOA documents in accordance with deadlines and email to buyer agent (if on list side) or to buyer (if on buyer side)

  • Order Home Warranty per contract, if needed.

  • Order HOA documents , if needed.

  • Confirm inspection has been set up in accordance with offer deadline.

  • Monitor appraisal timeline and completion with the lender.

  • Coordinate and monitor buyers loan status with lender.

  • Ensure your buyer/seller is provided a copy of all documents.

  • Remind agent to inform the closing agent re: commission splits.

  • Upload all disclosures, documents, and reports into agents online transaction management service as they are received or fully executed throughout the transaction. (if applicable)

  • Maintain constant contact with all parties involved for status updates as well as outstanding items.

  • Verify closing agent has all required documentation.

  • Coordinate and confirm final walk-through.

  • Confirm scheduled signing appointment for client and agent if applicable.

  • Conduct a final review of file 7 days prior to closing to ensure all documents are uploaded and the file is complete.

  • Upload Final Closing Package to online transaction management service for compliance

Fee Schedule:

Listing or Buyer side: $400

Dual Transaction: $700

Paid at closing according to TC Support Service Agreement

A la carte Services

Need help with more than just pre-listing or transaction coordination? We can help with special project work such as (but not limited to):

  • Data entry

  • Social media upkeep

  • Marketing assistance

Fee Schedule: TBD based on specific request

Paid upon completion according to TC Support Services Agreement