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Transactional Services
Whether you're representing the buyer, seller, or both, we've got you covered!
Buyer Side Services
Ensure all required signatures and disclosures on the Offer to Purchase and are other required documents are obtained.
Compile and verify all documentation needed to meet broker file compliance standards.
Collect signed copies of due diligence and earnest money acknowledgments.
Distribute executed paperwork to the client, lender, and attorney.
Maintain consistent communication with the listing agent, lender, and attorney throughout the process.
Order and schedule all necessary inspections.
Track and add key dates to the calendar, including inspections, due diligence, walk-through, and closing.
Send the client’s attorney information sheet and confirm completion.
Ensure the appraisal is completed prior to the end of due diligence.
Draft and send repair requests and contract amendments for client electronic signatures; confirm execution prior to due diligence.
Obtain repair receipts from the listing agent and distribute as needed.
Order home warranty (if applicable) and forward invoice to the attorney’s office.
Obtain utility information from the listing agent.
Arrange the closing appointment and provide the buyer with instructions and office directions.
Review the Closing Disclosure/HUD for accuracy - final approval by agent required before sending to client for signatures.
Verify funds and deed recording.
Finalize and submit all necessary documentation to complete the closing process.
Seller Side Services
Ensure all required signatures on the Offer to Purchase and disclosures are obtained.
Compile and verify all documentation needed to meet broker file compliance standards.
Provide agents with instructions for delivering due diligence (DD) and earnest money (EM) checks; obtain signed acknowledgments.
Distribute executed paperwork to clients and maintain ongoing communication with the buyer’s agent and attorney.
Track and add key dates to the calendar, including due diligence, walk-through, and closing.
Send the client’s attorney information sheet and confirm completion.
Order home warranty (if applicable) and forward the invoice to the attorney’s office.
Collect repair receipts and invoices from clients and distribute to the attorney and buyer’s agent as needed.
Provide utility information to the buyer’s agent.
Review the Closing Disclosure/HUD for accuracy - final approval by agent required before sending to client for signatures.
Confirm the final walk-through, coordinate key delivery, and verify funds and deed recording.
Finalize and submit all necessary documentation to complete the closing process.