Real Estate Transaction Services
Below is a list of services that will be provided. Please note that services can be customized to each agent and this is a basic outline
Buyer Services
Accepted Offer to Closing
- Collect all contracts, addendums & disclosures and ensure fully executed by all parties
- Review and/or set up new Dotloop file and ensure all docs are uploaded.
- Add all appropriate parties to Dotloop file
- Send buyer(s) intro email with expectations outline and next steps
- Contact buyer to introduce us and explain how Pro Transaction Services work
- Confirm with buyer and agent inspection schedule
- Coordinate with all parties and circulate transaction sheet with all contract details
- Circulate executed offer to mortgage company
- Ensure buyer sends deposit to appropriate escrow company
- Set up client / agent portal in management software and give access to file
- Confirm inspection negotiations have been completed and update parties of any changes
- Confirm appraisal ordered
- Follow up with Purchase and Sales and make sure its completed
- Upload P&S for client signatures
- Ensure additional deposit amount and sent to appropriate escrow
- Update buyer agent on important dates
- Confirm mortgage commitment on track
- Create Greensheet (KW)
- Create and circulate commission bills
- Confirm lender has clear to close
- Schedule closing day, place & time with closing attorney, client, lender and agent
- Confirm property is on record & commission has been mailed