The Services​

The TC

  • Seller Side - Request & Gather Disclosures during Pre-Escrow/Listing
    ​phase (optional)
  • Review all Listing Agreements, Representation Agreements, and/or Compensation Agreements, and check for fully executed dates, initials, signatures, and broker information, as applicable to the transaction.
  • Review all Contract Docs (i.e. Purchase Agreement, Counter(s), Addendums, etc...) and check for fully executed dates, initials, signatures, and broker information.
  • Assist with Escrow Opening process.
  • Contact all parties and send introductions.
  • Send Escrow a request for Buyer's Deposit, Escrow Instructions, Commission Instructions, Prelim Title Report, and HOA (if applicable)
  • Order Natural Hazard Report and Home Warranty.
  • Monitor Disclosure Timelines.
  • Seller Side - Prepare Seller's Disclosure Package and deliver to seller via DocuSign, Email or Mail. (If mailed a postage paid return envelope will be included)
  • Seller Side - Provide complete Disclosure Package to Buyer's Agent.
  • Buyer Side - Send Disclosure Request List to Listing Agent.
  • Buyer Side - Prepare Buyer's Disclosure Package and deliver to buyer via DocuSign, Email, or Mail. (If mailed a postage paid return envelope will be included)
  • Provide all booklets and reports to Buyer/Buyer's Agent.
  • Send Reminders for upcoming Important Dates (i.e. disclosures, contingencies, closing etc..)
  • Communicate with all parties regularly regarding outstanding items.
  • Upload docs as received for online review.
  • Request escrow amendments, prepare repair requests and/or changes to contract (if you tell me what to write)
  • Email complete pdf file at closing to you and your clients. (No long term file storage of Closed or Cancelled files) 

The Income/Commercial Side
​Additional requests will also be made for the following      "Due Diligence" items, when applicable:

  • Rent Roll
  • Personal Property List
  • Leases | Rental Agreements
  • Service Contracts | Utility Bills
  • Income & Expense
  • Insurance Policy | 5yr Loss History
  • Balcony/Stairs Inspection
  • Surveys, Plans, Engineering docs
  • Operational Licenses & Certificates
  • Maintenance / Improvement records​
  • Other documents pertaining to unique aspects of the property

The Agent

  • Review Preliminary Title Report
  • Schedule appointments for Home Inspection, Termite Inspection, Repairs, Final Walk Through etc...
  • Complete Agent's Visual Inspection Disclosure (or I can fill out form, if you tell me what to write)
  • Advise Clients on Contingency Removals (I will send reminders to you)
  • Obtain signatures on Final Walk Through (or I can send to buyer as instructed)
  • Confirm Commission amounts are accurate before closing ​​