transaction coordination

I take care of a wide range of duties that occur after all parties have signed a Purchase and Sale Agreement. My escrow experiences enables me to foresee possible delays and issues so we can address them early in the process.

review contract
verify mutual acceptance date, contingency dates, due dates, etc.
create transaction summary with contacts and timelines
prepare transaction worksheet for your office
complete the commission disbursement form for escrow & office
open escrow; open/update title and have copies sent to all parties
send the contract to the lender
order HO warranty if needed
arrange with escrow for earnest money pickup
send an email to your clients with transaction summary

send you a written schedule with all the transaction timelines and provide you with email updates for every deadline.
distribute addenda; revise paperwork as needed.
send EM receipt to your buyers, the lender and your office.

track all key dates including
– inspection contingency
– finance contingency
– home sale contingency
– resale certificate
– title contingency 

I work with the lender to make sure the loan application is completed, appraisal ordered and received at value, loan approved and documents sent to escrow in time for closing.

– ensure escrow ready to close
– updates when docs at escrow &
signings scheduled
– review settlement statement
– update when released & recorded
– order sign down

communication with clients
– introductory email with contacts & schedule
– what to expect in the signing/closing process.
– congratulations
– final settlement statement following January


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