Transaction Management

Transaction Management from Contract to Close- Buyer's Side

Collect

We collect Contract to Buy and Sell, Counterproposals, Post Occupancy, Lead-Based Paint, and all disclosures in the contract. 

Schedule Closing

Coordinate with the buyer to schedule closing on their behalf. Confirm and send a reminder to the buyer of closing.

Verify

Signatures and dates are acknowledged on all documents.

Lender Follow Up

Follow up with the lender on loan to see if the file is clear to close.

Collect and Distribute

Seller’s property disclosures, Preliminary title commitment and any other required forms per contract from listing agent and send to buyer broker and buyer’s. 

Distribute Settlement Statement

Request and distribute buyer’s settlement statement for their review before closing.

Communication

Send detailed introduction emails to buyer, listing broker, lender, and title. 

Brokerage Compliance

Verify Broker’s “Brokerage” file to make sure all required fully executed documents are uploaded and approved so brokers get paid on time.

Lender and Title

Send contract, Amend/Extends and other pertinent documents to lender and title. 

Compliance & Audit

Review of the file and ensure it is fully compliant and meets the real estate commission rules. 

Track Deadlines

Track contract deadlines and notify broker of important dates in the deadlines. 

Commission Disbursement

Create the commission disbursement and submit for approval. Forward the approved commission disbursement to title and notify how the broker is to be paid. 

Schedule Inspection

Coordinate Inspection will all parties, buyer, buyer's broker and listing agent. 

Closing Documents

Follow up with title company to make sure they have received the closing package.

Appraisal 

Follow up with buyers lender on the appraisal to ensure it has been ordered and assigned an appraiser, follow up on appraisal after it has been completed.

Transaction Management

Transaction Management from Contract to Close- List Side

Collect

We collect Contract to Buy and Sell, Counterproposals, Post Occupancy, Lead-Based Paint, and all disclosures in the contract. 

Schedule Closing

Coordinate with the seller to schedule closing on their behalf. Confirm and send a reminder to the seller of closing.

Verify

Signatures and dates are acknowledged on all documents.

Lender Follow Up

Follow up with the lender on loan to see if the file is clear to close.

Collect and Distribute

Seller’s property disclosures, Preliminary title commitment and any other required forms per contract from listing agent and send to buyer broker and buyer’s. 

Distribute Settlement Statement

Request and distribute seller’s settlement statement for their review before closing.

Communication

Send detailed introduction emails to buyer, listing broker, lender, and title. 

Brokerage Compliance

Verify Broker’s “Brokerage” file to make sure all required fully executed documents are uploaded and approved so brokers get paid on time.

Lender and Title

Send contract, Amend/Extends and other pertinent documents to lender and title. 

Compliance & Audit

Review of the file and ensure it is fully compliant and meets the real estate commission rules. 

Track Deadlines

Track contract deadlines and notify broker of important dates in the deadlines. 

Commission Disbursement

Create the commission disbursement and submit for approval. Forward the approved commission disbursement to title and notify how the broker is to be paid. 

Closing Documents

Follow up with title company to make sure they have received the closing package.

Appraisal 

Follow up with buyers lender on the appraisal to ensure it has been ordered and assigned an appraiser, follow up on appraisal after it has been completed.

Title Order

Order title and association documents. 

Please call us for pricing

720.515.4375