01. Ensure compliance
I work diligently to ensure all details are meticulously managed, providing comprehensive support from start to finish to meet compliance requirements. In collaboration with you and your broker, I will ensure that all necessary documentation is completed and properly uploaded to the appropriate platform.
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02. Act as a liaison
Facilitating introductions and follow-ups between all parties ensures the transaction progresses smoothly and allows for the timely resolution of any issues that may arise. This proactive approach enables me to request updates from each party, either as directed by you or as necessary to keep the file on track.
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03. Timelines and reminders
By utilizing calendar reminders and scheduled emails, I ensure that the transaction timeline remains accurate and we stay on track for a smooth closing. I proactively manage document delivery and ensure that all necessary tasks are completed on or before their respective deadlines, keeping all parties aligned and satisfied. Whether it's contingency removals, solar transfers, or other key milestones, I will diligently monitor the process to ensure we remain on course throughout the transaction.
04. Education
I stay current with the latest technology and systems to ensure accurate document completion and adapt to new tools as needed. Additionally, I continually expand my knowledge through C.A.R. educational programs, allowing me to enhance my skills and provide the highest level of service to you.
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05. Customer service
In a business landscape driven by referrals and reputation, exceptional customer service is paramount. Having someone on your team who values these principles as much as you do can open doors to lasting relationships and new opportunities.
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06. Freedom and trust
Having a trusted partner ensures that tasks are completed efficiently and accurately, providing you with the reassurance needed to elevate your business. This allows you the time and freedom to focus on sales and prospecting, driving continued growth and success.
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Full Transaction Services
(Buyer or Seller)
Listing Contract, Buyer Representation Contract, and Purchase Contract Preparation.
Introduction email to Buyer/Seller providing timeline and transaction information
Set calendar alerts according to appointments/timeline and update according to amend/extends
Send Title/Escrow Buyer's contact information and request they assist the Buyer in submitting their initial deposit according to directions received
Order Home Warranty/Waiver per contract
Complete AVID, RR, and other documents according to Agent's notes
Follow up on reports and receipts
Ensure all parties have all documentation needed throughout transaction
Handle closing documents, securely
Additional Services
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.