Essential

 Essential Sale Support (Seller or Buyer Representation) – $625
A streamlined package offering core support for standard transactions.

Services begin once the purchase contract is fully executed. A signed and accepted contract is required to initiate the coordination process.

• Escrow Setup and Communication

  • Open escrow by sending a comprehensive introduction email to escrow, title, and the co-op agent, ensuring all parties have the necessary contact information and transaction details.

• Disclosure Management

  • Begin disclosure preparation:

    • For sellers: Initiate the disclosure process once escrow is open.

    • For buyers: Review TDS (Transfer Disclosure Statement) and SPQ (Seller Property Questionnaire) with the agent’s approval before sending them to the buyer.

  • Track all disclosures to confirm they are fully signed and completed.

• Broker Compliance

  • Ensure the broker’s preferred transaction management system is updated throughout the process to maintain compliance.

  • Monitor to verify that all disclosures and required documents are signed, completed, and filed within the system.

• Contingency & Timeline Management

  • Monitor all contractual contingency deadlines, keeping each party accountable to the agreed-upon timelines. Important dates include inspection, appraisal, and financing contingencies.

  • Draft contingency removals and requests for repairs as needed, using exact language provided by the agent to ensure accuracy and compliance.

  • Coordinate with the agent to confirm any requests or adjustments before sending them to the relevant parties.

  • Calendar all key dates within a shared Google Calendar, sending automatic reminders to prevent missed deadlines.

• Credit Confirmation

  • Confirm that all parties involved are aware of any credits agreed upon in the transaction, such as seller concessions or adjustments to closing costs. Provide guidance on addendum documentation if necessary.

• "Get Ready for Closing" Email

  • Send the client a detailed “Get Ready for Closing” email approximately five days before the Close of Escrow (COE). This email includes:

    • Instructions for utility transfers to ensure a seamless handover.

    • If included in the contract, information about home warranties, detailing what the warranty covers, and contact details for activation.

  Each step is designed to ensure that all parties are well-informed and the transaction proceeds smoothly toward a timely and efficient closing.