LISTING SIDE TRANSACTION
Listing Side Transaction
Open Escrow and sends escrow all contracts and transaction information.
Set up the file and upload any documents to online broker system or transaction management system.
Request escrow number, Escrow Instructions, and Commission Instructions.
Obtains Prelim Report from Escrow and/or Title Company.
Provides Escrow with the HOA information
Make sure all contracts are fully executed with correct dates, initials, signatures, and the broker information is completed.
Provide an executed Purchase Agreement to all parties involved in the transaction.
Orders Termite Inspection.
Order the Natural Hazard Report per contract
Check with escrow that earnest money deposit was received.
Prepare a Full Disclosure Package including all of the required C.A.R., broker forms and documents then deliver these by email or DocuSign directly to you and/or your seller.
Send Listing Agent their AVID form to complete
Provide a completed Seller Disclosure Package and deliver a copy to the buyer's agent as well as ensure that all of the contract timelines are adhered to.
Confirm with the buyer’s agent that the appraisal has been ordered/scheduled. (Please note we cannot contact the buyer’s lender directly without written authorization to do so)
Send copies of the termite and any other reports to buyer's agent and to escrow.
Sends reminders to the buyer’s agent for critical dates such as Contingency Removals.
Orders Home Warranty Plan if applicable (normally ordered by the listing side unless otherwise specified).
Upload all documents, disclosures and reports into the transaction management system as each one is received fully executed throughout the transaction process.
Make sure that escrow has received all documents including the termite report, natural hazard report, home warranty invoice, commission instructions and any other required documents.
Make sure that all disclosures and reports have been provided and ensure that all signatures, initials and dates have been completed.
Maintain contact with all parties involved for updates as well as any items needing attention or that are still outstanding to complete our file.
Deliver a completed digital file to the agent or their broker.
Make sure a completed file is uploaded to your broker system (or similar) and available for your access 24/7.