Transaction management services11/14/2023 ![]() ![]() Make sure escrow has a Home Warranty invoice and instructions for commission.Ensure your buyer receives copies of all required reports.Deliver the Buyer's Disclosure Package to you and/or your client through DocSign, email or mail.Create a Buyer's Package with a Seller's Disclosure Package and other Broker required forms. ![]() All parties involved are then invited to this system. Create a Transaction Time Line and Information Sheet using our online management system.Throughly review of the Purchase Agreement, Amendments and Counter Offers to make sure each document is executed with signatures, initials, broker information and correct dates.Upload data and documents into our online system which you have access to 24/7.Introduce our role in the process to each party.Complete and deliver a full digital paper trail (PDF) to you and/or your broker.Maintain constant contact with every party for status updates or to alert you of anything outstanding or requiring attention.Track escrow time frames for receipt, delivery and return of all documents and deposits.Send all necessary documents to escrow.Upload all reports, disclosures and documents into our online service as it is received or executed.Send copies of all reports to the buyer's agent and escrow company.Prepare a Full Disclosure Package delivered via mail, email or DocuSign to you and/or the seller.Verify contact information, dates, and documents are uploaded to our online service where it will remain securely accessible to all parties 24/7. ![]()
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