My Services

  • Transaction Coordination

    Mutual Acceptance to Closing:

    At receipt of mutually accepted Purchase and Sale Agreement, I will input all forms and documents into your office filing system as permitted.

    An initial compliance check will be performed on your new contract. (please remember that it is the responsibility of Agent’s and their respective office compliance teams/Designated Brokers to confirm that all files are maintained to their specific office standards). If applicable, a document request will be made to let you know of any outstanding items.

    Creating and distributing an introductory email to all parties. This includes contract information, contact details, and contingency deadlines.

    Inputting calendar reminders for all contingency deadlines.

    All parties will receive a weekly update email, sharing our progress throughout the transaction.

    Addenda and forms will be disbursed on your behalf to appropriate parties (including firm document delivery inboxes).

    Follow-up emails will be delivered to inquire about all contingency deadlines to ensure they are being satisfied. This includes but is not limited to the following:

    Loan application and Seller’s option to deliver 22AR (for listings)

    Property Sale Contingency deadlines

    Leased property agreements

    HOA Documents and resale certificate delivery/receipt

    Receipt of the updated title report

    Any inspection responses (home, septic, or well).

    Four, two, and one day before closing, I will confirm that the file is being prepared for an on-time close. This may include the following inquiries as applicable:

    Title being cleared of conditions

    Final approval received for mortgage

    Initial Closing Disclosure acknowledgement

    ETA for loan docs

    Signing appointment scheduling

    On closing day, I will confirm that funds to close have been received, and when the recording package bas been released to the county. Toward the end of the day, I will follow up to confirm the transaction has successfully recorded.

    Client Communication is also part of the support you will receive! This will include the following:

    Introductory email at Mutual Acceptance, congratulating them on their offer acceptance.

    Delivery of copy of Earnest Money receipt and updated title commitment when disbursed.

    Disbursement of a weekly update.

    Any addenda or forms received for the file.

    Prior to closing, your Buyer will receive a confirmation email to remind them of their signing appointment and to prepare for their move in/out as applicable

    On closing day, I will send a congratulatory email with their client specific final settlement statement.

    Services not provided:

    Forms/addenda drafting

    Sending forms/addenda to clients for signing

    Reviewing title reports (though I will check Seller and Buyer names, address, and purchase price for accuracy prior to filing and distribution)

    Reviewing estimated settlement statements (though I will check to confirm the purchase price and commission is correct)

    Scheduling inspections or signing appointments

    Pricing: $375

  • Listing Coordination

    Pre-Listing Support:

    When I have received your file submission, I will begin putting listing forms and documents into your office filing system as permitted.

    An initial compliance check will be performed on your form./documents (please remember that it is the responsibility of Agent’s and their respective office compliance teams/Designated Brokers to confirm that all files are maintained to their specific office standards).

    Once you let me know who your Title Company is, I will order your preliminary title commitment (please make sure I have the full address and Seller’s full name in order to do this)

    I will upload your photos, supplements, and remarks to the MLS

    I will order your sign post to be installed by your preferred signage company

    After mutual, I will deliver the following, as required by the Purchase and Sale agreement:

    Form 22E FIRPTA to escrow

    Preliminary title commitment to cooperating agent (if required by a 22T Title Contingency)

    Deliver any necessary reports (septic, well, etc) if available

    Client Communication is also part of the support you will receive! This will include the following:

    Introductory email when file has been submitted

    Confirmation email of Active listing on Live Day

    Once Mutual Acceptance has been reached, you will receive all the support detailed under my “Transaction Coordination” service through closing.

    Services not provided:

    Forms/addenda drafting

    Sending forms/addenda to clients for signing

    Reviewing title reports (though I will check Seller and Buyer names, address, and purchase price for accuracy prior to filing and distribution)

    Reviewing estimated settlement statements

    Scheduling/coordinating inspections, appraisals, or signing appointments

    Creating marketing materials

    Pricing: $425 (this includes both Listing and Transaction Coordination services)