Listing:

• Introductory letter to client
• Open escrow per agent's request; request preliminary title report
• Create broker required documents and forms; submit to client with arrows for signatures or via DocuSign
• Create a working file for the Agent, if requested
• Broker notification of transaction, start the Broker checklist, and submit all documents to the Broker file
• Check water inspection status with water board: schedule inspection if desired
• Order natural hazard report
• Schedule all requested inspections; submit bills to escrow
• Scan/organize documents into online transaction program (SureClose)

Once in Escrow:

• Scan/ Organize documents into online transaction program (SureClose) 
• Introductory letter to client
• Distribute Broker required documents and forms; submit to client with arrows for signatures or via DocuSign
• Create timeline of key dates related to sale for client, escrow, and cooperating agent
• Send copy of contracts to escrow and lender
• Track contingencies and deadlines per contract requirements
• Ensure that all contracts, counter offers, and disclosures are signed and initialed
• Order home warranty and hazard disclosures reports
• Maintain communications with all parties involved in the transaction: Escrow, Lender, Agents, and Coordinators
• Confirm file compliance with your Broker requirements (ensure agent gets paid at close)
• Send reminders regarding impending deadlines
• Order preliminary HUD-1/closing statement
• Deliver completed transaction file to Broker via email or paper file
• Thank you note to client along with a CD of entire transaction, customized with agent's contact information
• CD delivered to agent for their records