Services Services Services Services Services

Listing Side:

· Upon acceptance, open escrow providing all pertinent information to escrow

· Establish timelines

· Prepare disclosure documents for seller completion 

· Facilitate seller completion and signing of disclosures

· Provided disclosures to selling agent in a timely manner

· Monitor timeline and advise upcoming due dates for Contingencies

· Monitor escrow with regard to their paperwork being sent out and completed / city report, PSL reports / HOA docs / Home Warranty

· Upon receipt of reports obtain buyer signatures on same

· Upload to company dashboards to maintain broker file and ensure agent is paid at closing

· Review documents as they come in for completeness (i.e. disclosures, prelims, contracts, addendums).

· Prepare Addendums as necessary

· Ensure that all needed forms are completed and uploaded

· Prepare Broker forms as necessary – Sales reports, Addendums, file for scan, etc. 

· Liaison with clients, agents, vendors and brokers

· Assist Agents with document production, tracking, signatures and meeting deadlines

· Use Docusign to obtain signatures when needed

· Coordinate with escrow near closing to be sure they have everything needed to close

Selling Side:

· Assist with signatures and submission of offers / counter offers

· Establish timelines

· Assist with review of disclosures and obtaining any necessary corrections and signatures

· Add any additional disclosures not provided by listing agent to meet our broker requirements

· Assist agent in maintaining deadlines and remaining in contract during the transaction

· Ensure all needed reports are competed and received

· Assist with RR/RRRR

· Upload to company dashboards to maintain broker file and ensure agent is paid at closing

· Monitor escrow with regard to their paperwork being sent out and completed / city report, PSL reports / HOA  docs / Home Warranty

· Upon receipt of reports obtain buyer signatures on same

· Review documents as they come in for completeness (i.e. disclosures, prelims, contracts, addendums).

· Prepare Addendums as necessary

· Ensure that all needed forms are completed and uploaded

· Prepare Broker forms as necessary – Sales Reports, Addendums, file for scan, etc. 

· Liaison with clients, agents, vendors and brokers

· Assist Agents with document production, tracking, signatures and meeting deadlines

· Use Docusign to obtain signatures when needed

· Coordinate with escrow near closing to be sure they have everything needed to close

Do you need an assistant - sometimes?  Rather than hire an employee, you can contract with me for additional services - Prices vary  depending on level of services needed - call me to discuss pricing.

Additional Services - don't see what you need, just ask!  

· Assist with preparation of Listing Agreement documents

· Review offers, assist with preparation and delivery of counter offers

· Assist with preparation, signatures and submission of offers / counter offers

· Assist with preparation of RR, RRRR, CR, NBP, NSP, CC, etc.  

- Need a property flyer - this service is available as time permits.

I get paid at closing, preferably through escrow.  

If a transaction doesn't close, I don't get paid either.  There is no cancellation fee. 

Additional Services are billed monthly - payable by check or credit card through Square.  

If paid by credit card there is an additional $5.00 fee.