• Once the offer is accepted, open escrow and provide them with all the necessary information.

• Set clear timelines to keep everything on track.

• Prepare the disclosure documents for the seller to review and complete.

• Help the seller with completing and signing all disclosures.

• Send the completed disclosures to the selling agent promptly.

• Keep an eye on the timeline and provide reminders for upcoming contingency due dates.

• Monitor escrow to ensure all paperwork is being sent out and returned, including city reports, PSL reports, HOA documents, and home warranty details.

• Once reports are received, obtain the buyer’s signatures as needed.

• Upload all necessary documents to the company dashboard to keep the broker file up-to-date and ensure the agent is paid at closing.

• Review incoming documents (such as disclosures, preliminary reports, contracts, and addendums) to make sure everything is complete.

• Prepare any needed addendums along the way.

• Double-check that all required forms are filled out and uploaded.

• Prepare broker-specific forms as needed

• Serve as the go-to contact for clients, agents, vendors, and brokers to keep communication smooth.

• Support agents by helping with document creation, tracking, signatures, and meeting important deadlines.

• Use DocuSign to collect electronic signatures when necessary.

• Request termite clearance from escrow/termite company.

• Reach out to client after COE to obtain a review for the agent.

• Prepare CDA.

• Work closely with escrow as closing approaches to ensure they have everything required to finalize the transaction.

Cost: $450

• Help with gathering signatures and submitting offers or counteroffers.

• Set up timelines to keep everything moving smoothly.

• Assist in reviewing disclosures and making sure any needed corrections or signatures are completed.

• Add any missing disclosures required by our brokerage, if not provided by the listing agent.

• Support the agent in staying on top of deadlines and ensuring the transaction stays on track.

• Make sure all required reports are completed and received.

• Help with the Request for Repairs (RR) or Request for Repair Response (RRRR) process.

• Upload all documents to the company dashboard to keep the broker file current and ensure the agent is paid at closing.

• Monitor escrow to confirm that their paperwork is sent out and completed, including city reports, PSL reports, HOA documents, and home warranty info.

• Once reports are received, assist with collecting buyer signatures.

• Review incoming documents (like disclosures, prelims, contracts, and addendums) to ensure they are complete.

• Prepare any necessary addendums along the way.

• Double-check that all required forms are filled out and uploaded.

• Prepare broker forms as needed, including sales reports, addendums, and scanned files.

• Act as a friendly and reliable liaison between clients, agents, vendors, and brokers.

• Assist agents with document prep, tracking, signatures, and staying on deadline.

• Use DocuSign when electronic signatures are needed.

• Stay in touch with lender to make sure they have everything they need.

• Request termite clearance from escrow/termite company.

• Reach out to client after COE to obtain a review for the agent.

• Prepare CDA.

• Work closely with escrow as closing approaches to ensure everything is in place for a smooth finish.

Cost: $450