• Obtain and review all contracts and documents to ensure accuracy and proper execution. 

• Prepare and deliver complete disclosure packages to include all Broker and California Associate of Realtors related forms.

• Open escrow and confirm the EMD has been received.

• Introduce ourselves as your TC and establish transaction timeline with all parties.

• Provide 24/7 access to documents.

• Request and review escrow and commission instructions.

• Order and review NHD Report, Preliminary Title Report, Home Warranty, and confirm escrow has ordered HOA documents if applicable.

• Send documents for signature and verify completion.

• Send copies of termite and any other reports to co-op agent and escrow.

• Follow up on the appraisal and request loan status updates.

• Draft addenda needed throughout the transaction.

• Issue contingency reminders, necessary extensions and follow ups on outstanding items.

• Send timeline reminders to agents (AVID, Termite, VP, etc.) 

• Manage and Maintain complete transaction file using our built-in transaction management system.

• Ensure escrow is in receipt of all invoices and credits. 

• Fulfill Lender requests for fully executed documents necessary for their file.

• Upload fully executed transaction documents to transactions management system as they are received.

• Store closed transaction indefinitely. Closed transactions  will be available upon request in the future if necessary.

• Properly dispose of sensitive and personal client information after close of escrow.

• Deliver complete files as a PDF to you, your Broker and Client at close of escrow.

• Provide weekly transaction updates to all parties and reference any outstanding items.

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