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
FSBO 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) and/or their agent an intro email with expectations outline and next steps
- Contact buyer and/or their agent to introduce us and explain how Pro Transaction Services work
- Confirm with buyer and/or their agent inspection schedule
- Coordinate with seller and buyer
- Coordinate with all parties including both attorneys & lender and circulate transaction sheet with all contract details
- Circulate executed offer to mortgage company
- Ensure buyer sends deposit to appropriate escrow company
- Set up clients / agents 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 Purchase & Sales for all client signatures
- Ensure additional deposit amount and sent to appropriate escrow
- Update buyer agent on important dates
- Confirm mortgage commitment on track
- Coordinate with seller for city/town smoke inspection
- Coordinate with seller for final readings to be taken
- 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
- Set up balance of invoice to be paid to Pro Transaction Services on the Settlement Statement at closing