TRANSACTIONAL SERVICES

Reliable back office support from pre-list to key exchange to keep every file organized, compliant, and on schedule.

  • Prepare partial save in MLS for agent’s final review
  • Upload disclosures, photos, and for agent’s final review, remarks, open houses
  • Set up Showingtime and enter lockbox combination
  • Coordinate price changes, additional open houses, ShowingTime changes if necessary

  • Establish communication between sellers, agent, Sarah
  • Prepare & send all listing documents through TINA or agent’s preferred doc platform, troubleshoot signatures if needed, ensure all documents are compliant
  • Schedule listing photography/videography through preferred media company, add to agent & seller’s calendar
  • Order sign for installation
  • Prepare partial save in MLS for agent’s final review, including remarks, disclosures, photos, open houses, etc.
  • Set up Showingtime, check with seller for preferences on required showing notice & unavailable dates, enter lockbox combination
  • Once active, add sellers to receive updates on listing views via @properties complimentary Adwerx campaign (if applicable)
  • Coordinate price changes, additional open houses, ShowingTime changes if necessary

  • Establish communication between sellers, listing agent, Sarah
  • Send sellers offer for signature, send back to selling agent for bottomline
  • Enter transaction details into CRM (if applicable)
  • Send email to sellers with all key transactional deadlines
  • Establish communication with all relevant parties
  • Communicate with sellers regarding upcoming milestones (inspection scheduling, appraisal, final walkthrough, closing, etc.)
  • Execute addendums, extensions, etc. needed throughout the transaction
  • Send seller instructions to order final water bill (if applicable)
  • Coordinate closing with sellers, send calendar invite to agent and sellers
  • Notify agent when final numbers are available for review
  • Ensure sale is accurately closed out in MLS with selling agent info
  • Order sign removal
  • Follow up on final water bill with city (if applicable)
  • Execute key exchange form post close (if applicable)

  • Establish communication between buyers, selling agent, Sarah
  • Enter transaction details into CRM (if applicable)
  • Establish communication with all relevant parties
  • Send EMD request through Earnnest (if applicable)
  • Execute addendums, extensions, etc. needed throughout the transaction
  • Coordinate closing with buyers, send calendar invite to agent and buyers
  • Notify agent when final numbers are available to review
  • Ensure sale is accurately closed out in MLS with selling agent info
  • Execute key exchange form post close (if applicable)

  • Prepare & send all agency documents & offer package through TINA or agent’s preferred esignature platform
  • Establish communication between agent, buyers, myself once offer is sent for signatures
  • Compile & send offer package to buyer’s agent once complete
  • Send for bottomline signatures upon acceptance

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