When a transaction is under contract I will: 

• Coordinate opening of the file with escrow and handle all documents securely.

• An introduction email will be sent providing a timeline of deadlines with a copy of the executed contract to coop-agent, buyers agent, buyer/seller - (Your client as appropriate) lender and escrow company.

• Ensure everything is fully executed with dates, initials, signatures, and broker information is completed. 

• Submit all required contract documents to broker for compliance.

• Send/request disclosure packages and gather signatures if needed. 

• Ensure the lender, escrow company, and broker receive any amendments or changes to the contract. 

• Verify Earnest Money Deposit is received and obtain receipt from escrow. 

• Ensure all parties have received reports to review. 

• Keep in contact with the escrow company and lender throughout the transaction. Provide agent email updates on the status of the transaction keeping you informed. 

• Update deadlines due to any changes in the contract. 

• Confirm receipt of HOA documents in accordance with deadlines and ensure receipt  by buyer agent (if on list side) or by buyer (if on buyer side) 

• Order Home Warranty per contract if needed. 
  
  
• Confirm inspection has been completed in accordance with offer deadline. 

• Monitor appraisal timeline and completion with the lender. 

• Coordinate and monitor buyers loan status with lender. 

• Ensure your buyer/seller is provided a copy of all documents. 

• Remind agent to draft Commission Disbursement. If TC is completing CD request, form MUST BE approved by agent before submitting to escrow and compliance.

• Upload all disclosures, documents, and reports into agents online transaction management service as they are received or fully executed throughout the transaction. (if applicable) 

• Maintain constant contact with all parties involved for status updates as well as outstanding items. 

• Verify escrow has all required documentation. 

• Confirm the final walk-through is complete and provide the necessary paperwork. 

• Conduct a final audit of file prior to closing to ensure all documents are uploaded and the file is complete. 

• Confirm final recording and alert agents as needed. 

• Upload Final HUD/ CD to online transaction management service for compliance 

Agent Expectations 

• Review preliminary title reports.

• Review escrow Instructions and settlement statements.

• Schedule and supervise inspections.

• Perform agent visual inspection and complete AVID form.

• Negotiate repairs and any changes to the contract.

• Advise the client of any contingency timeline removals (we will remind all parties of the dates and timeframes in the introductory email).

• If TC is drafting documents, the agent will provide exact wording and review before being sent to client (if applicable). 

• Attend Final Walkthrough.

Fee Schedule 

• Listing or Buyer Side: $450.00
• Dual Transaction: $700.00
• Lease Transaction: $175.00
• Offer Management: $175.00

Paid at closing according to Transaction Coordinator Service Agreement.

Special Project Work: $40 per hour paid upon completion.