Real Estate Transaction Management Services

---

• Review executed contract, addendum and disclosure for accuracy and completion - gather any documents/missing items needed from Client or other Agent
• Note all important deadlines, contingencies, special provisions, and details within the contract
• Confirm earnest and option money is received/receipted within the deadline
• Create a Google Drive transaction folder (if applicable) and maintain it through to closing
• Update MLS Status or remind other Agent to update MLS Status
• Send introduction email to client with important contract dates. CC their Lender and the Title Company. Include the Contract and Important documents thus far
• Add important contract dates to the Agent’s calendar - include the client on some calendar reminders (Option Period Expiration and Closing)
• Send Intro email to the Title Company, other Agent and Lender
• If Inspection info is provided, calendar it for the Client and Agent and inform the Listing Agent, if applicable
• Confirm survey and complete T47 received and reviewed/approved. If a new survey is needed, assist with ordering/tracking
• Confirm if ECAD is needed. If needed, assist with obtaining/tracking
• Draft and Send Amendments
• Distribute Amendments and new important documents to appropriate parties

Post Option Period:

• Draft and Send Amendments as needed
• Confirm that the appraisal has been ordered
• Send Client a Post Option client service email with Moving Tips, Closing Tips, etc
• Confirm that the Client receives the title commitment
• Check on the Loan post option, 10 days from option expiration, and before closing to confirm that is remains on track
• Confirm the HOA documents are paid for (if applicable) and received within the contract deadline
• Keep the Client informed of any Lender updates, important news, milestones
• Confirm the appraisal has been received and looks good
• Confirm the loan is fully approved/clear to close and remind the Buyer and Lender about CD acknowledgement.
• Provide Buyer with Home Warranty info and Brochures - obtain their home warranty decision and get invoice and order confirmation into the file
• Assist with scheduling closing and calendaring event for Client, Agent, Lender, New Home Sales
• Provide Buyers with Utility info - calendar utility provider reminder 10 days prior to closing
• Send the Client a Utility Reminder email with final pre closing reminders and tips
• Confirm that repair receipts are distributed to cover all agreed upon repairs and all are confirmed as PAID 
• Make sure all necessary parties have copies of repair receipts
• Confirm the DA is sent to the title company and follow up with the Agent’s commission delivery details.
• Request Settlement Statement for review, from the title company
• Confirm that the Lender or Title Company distribute the approved Settlement Statement
• Send Closing Email and confirm the client's plans to deliver their cash to close funds
• Confirm the final walk through plans with the Agents - calendar for our Client
• Confirm the “Final Details” about the house, mailbox etc are collected/distributed
• Schedule Sign and Lockbox pick up details - place reminder on the Agent’s calendar 
• Confirm funding with the Title Company
• Update MLS to Sold
• Close out Transaction in Agent’s Transaction management system and update address if received
• Send Thank You email to the Client with important documents attached: Final Settlement Statement, Survey, Home Warranty, ECAD 

Early Termination Fees:

- During Option Period - $100

- After Option Period - $150

- Within 7 Days from Closing Date  - $400

• New Home Transaction Coordination is unique! Your Buyer will appreciate the care and value provided by a closing coordinator during the new home building process. They will thank you.
• Review executed contract, addendum and disclosure for accuracy and completion - gather any documents/missing items needed from Client or other Agent
• Note all important deadlines, contingencies, special provisions, incentives and details within the contract
• Confirm deposit money is received/receipted within the deadline
• Create a Google Drive transaction folder (if applicable) and maintain it through to closing
• Intro to Builder Sales Rep with list of questions, if needed
• Remind Builder to update MLS Status
• Send introduction email to client with important contract dates. CC their Lender and Title Company. Include the Contract and Important documents thus far
• Add Closing date and any meeting/walk through/inspection dates to the Client and Agent’s calendar, as the transaction progresses
• Add Stage Check Ins and Action plan reminders to Coordinator calendar (only) to help move the process along in timely manner
• Add “Final Inspection Check In” reminder to Agent and Coordinator calendar to be sure a final inspection is not missed, if the Client wants one
• Distribute Amendments and new important documents to appropriate parties
• Send Client an Inspection reminder/inquiry email to confirm if they want Independent Inspections, note the file
• Confirm that the appraisal has been ordered - 30 days before closing
• Send Client a Move Prep email with Moving Tips, Closing Tips, etc
• Confirm that the Client receives the title commitment
• Check on the Loan 30 days from Closing and again 10 days before closing to confirm that it remains on track
• Confirm the HOA documents are received by the Client, before closing
• Confirm the Home Warranty details are received by the Client, before closing, or confirm how they are being delivered to the client
• Confirm the appraisal has been received and looks good
• Confirm the loan is fully approved/clear to close and remind the Buyer about CD acknowledgement
• Assist with scheduling closing and calendaring event for Client, Agent, Lender, New Home Sales
• Provide Buyers with Utility info
• Confirm that any Inspections conducted are put onto the calendar to inform the Builder
• Assist with setting inspection if I can do so via email with the inspector and will CC Client and Agent
• Confirm that Inspection reports are emailed to the Builder (by the Agent)
• Confirm the DA is sent to the title company and follow up with the Agent’s commission delivery details.
• Request Settlement Statement for review, from the title company
• Confirm that the Lender or Title Company distribute the approved Settlement Statement
• Send Closing Email and confirm the client's plans to delivery their cash to close funds
• Confirm the final walk through plans with the Agents - calendar for our Client
• Confirm funding with the Title Company
• Close out Transaction in Agent’s Transaction management system and update address if received
• Send Thank You email to the Client with important documents attached: Final Settlement Statement, Survey

Early Termination Fees:

- During Option Period - Or Within 30 days of Starting the New Home Contract - $100

- After Option Period - Or After 30 days of Starting the New Home Contract - $150

- Within 7 Days from Closing Date  - $400

- Submission of Compliance Docs to your Brokerage System - AKA Compliance Only - $150

- Submission of Compliance Docs PLUS Help with Corrections - $175

- Draft and Send Buyer Info / Compliance Documents - $35 - ADD ON ONLY

- Weekend Virtual Assistance Request - $75 per occurrence

- Draft Offer (Includes 3 Revisions) - $75

- Commercial Transaction Coordination - $500

- Unrepresented Buyer/Seller Assistance - $100 - ADD ON ONLY