Our seller-side transaction coordination is tailored to streamline the closing process while ensuring compliance, accuracy, and communication at every step. Let us take care of the backend so you can focus on listings, showings, and negotiations.
What’s IncludedInitiate Escrow
Open escrow, obtain the file number, and request Escrow Instructions, Commission Instructions, and Preliminary Documents.
Engage All Parties
Contact everyone involved in the transaction and introduce our role as your Personal Closing Facilitator.
Review Documentation
Thoroughly examine the Purchase Agreement, Counter Offers, and Amendments for complete execution — including dates, initials, signatures, and broker details.
Distribute Executed Agreement
Share the finalized Purchase Agreement with all relevant parties.
Manage Transaction Details
Enter all contacts, deadlines, and documentation into our transaction management software and invite all participants.
Compile Disclosure Package
Prepare a full disclosure package including all required C.A.R. and broker forms. Deliver via email, mail, or DocuSign to you and/or your seller.
Seller Disclosure Coordination
Send the completed Seller Disclosure Package to the buyer’s agent and ensure it’s returned in compliance with contract timelines.
Distribute Reports
Forward termite, inspection, and other relevant reports to the buyer’s agent and escrow.
Process Escrow Amendments
Coordinate any requested amendments to escrow promptly and efficiently.
Document Management
Upload all documents and disclosures to a shared Google Drive for easy access and broker system upload.
Confirm Document Receipt
Ensure escrow receives all required items, including the home warranty invoice, commission instructions, and other key materials.
Track Escrow Timelines
Monitor every escrow milestone such as EMD submission, HOA documentation, and the delivery/return of escrow packages.
Verify Completeness
Confirm that all reports and disclosures are present and fully signed with correct initials, dates, and signatures.
Maintain Communication
Provide consistent weekly updates to all parties, addressing concerns and keeping everyone aligned.
Agent ResponsibilitiesReview draft escrow instructions and preliminary title report.
Coordinate key appointments (inspections, final walkthrough, closing).
Handle negotiation of repairs or contract modifications.
Guide clients on contingency removal and stay informed of critical dates.
Attend the final walkthrough.
Be present at closing.
For the best experience, please reach out via email at [email protected] to schedule a consultation before completing the form below. This will help us ensure we fully understand your service needs. Thank you!
