01. Ensure compliance
I work in your corner to ensure the details are in place and assist from start to finish so that any compliance requirements are fulfilled. I will work with you and your broker to ensure that what is required is completed and uploaded to the platform of use.
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02. Act as a liaison
Assisting in introductions and follow-ups between the parties keeps the transaction moving forward and helps solve issues as they arise. This opens the doors to allow me to ask for updates from each party as requested by You or as needed for the file.
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03. Timelines and reminders
Using calendar reminders with invites sent to You, I ensure the timeline is correct and we stay on track to closing. Making sure documents are delivered and different factors completed prior to or on the deadline will keep all parties happy and on the same page. Whether it is Contingency Removals or Solar Transfers, I will make sure that we stay where we need to be on the roadmap of the transaction.
04. Education
I stay up to date in the required technology and systems to correctly complete the documents and learn new systems as needed. I also expand my education through C.A.R to continue learning so that I can perform my best for You.
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05. Customer service
In a world of business mainly driven by referrals and reputation, customer service is very important! Having someone on your team that finds these practices as important as You only helps in opening doors for relationships and opportunities.
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06. Freedom and trust
Having someone you can trust provides reassurance that the job is getting done efficiently and correctly allowing You to take your business to the next level! It gives You the time and freedom to focus on your business sales and prospecting so that You can continue to grow.
Ready?
Let’s get coffee and talk transactions
Full Transaction Services
(Buyer or Seller)
Introduction email to Buyer/Seller providing timeline and transaction information
Set calendar alerts according to appointments/timeline and send invitations to Agent for their calendar and update according to amend/extends
Send explanations of documents when sending to Buyer/Seller for signatures
Send Title/Escrow Buyer's contact information and remind the Buyer to wire initial deposit according to directions received
Order Home Warranty/Waiver per contract
Schedule inspections and monitor status of reports
Complete AVID, RR, and other documents according to Agent's notes
Follow up on repairs and receipts
Ensure all parties have all documentation needed throughout transaction
Handle closing documents, securely
Additional Services
Listing Preparation
Purchase Preparation
Special Project - Hourly (discussed prior to agreement)
Repair Requests - price determined on repair size and subject to approval of repair specialist - please visit Repair Requests to complete a request form.
CAR Forms Classes - there is an additional charge for this service determined on class size and content - please visit CAR Forms Class Requests to complete a request form.