Transaction Management Services
We are personally invested in creating space for you to thrive,
and seek to elevate your clients' real estate journey every step of the way.
You can trust your real estate transactions will be seamless from pre-contract to post-close.
Our Transaction Management packages include the following services:
Document Audit & File Setup
We review all documentation to ensure every document is fully executed with proper dates, initials and signatures, rectifying any errors or omissions. We coordinate the opening of escrow, confirm the Earnest Money Deposit has been received and obtain the receipt.
We prepare a complete timeline of all milestones and deadlines as outlined in the Residential Purchase Agreement. We also notify you and the cooperating agent of upcoming contingency removal deadlines to avoid unnecessary delays.
Disclosures & Reports
We order and review the Preliminary Title and Natural Hazard Reports as well as prepare the seller disclosure package ensuring appropriate parties receive copies per contract due dates.
HOA & COA Requirements
We identify condominium and homeowner associations management; and confirm escrow has ordered a complete HOA document package.
We order property inspections as requested; schedule and confirm appointments with appropriate parties and consult with the agent regarding any repair requests. We track the completion of any work performed and obtain clearances and invoices from repair companies.
We request the pre-approval letter and confirm loan application; track loan approval process and appraisal to ensure they're within the contingency timeframe. Finally, we confirm lender funding with escrow.
We finalize all the closing details including confirming the signing appointment, arranging for final property inspection by buyers. Provide all utility provider information and send Broker's commission demand to escrow.
Project Management & Bookkeeping
We offer additional services to assist you in growing your business. Request our complete list of services below....
Responsiveness and courteous service are key to building lasting relationships and attaining success
Sustainability in Action
We are actively implementing sustainable practices to reduce our environmental footprint.
Two most notable steps we have taken are the adoption of an online transaction management system and
e-signature software as a paperless alternatives to printing documents. By utilizing these technologies, we have significantly reduced our paper consumption, minimizing waste and conserving valuable resources.