Review all documents for full execution, including all dates, initials, and signatures
Prepare and send seller disclosure package for completion
Create and maintain a compliance file with brokerage requirements and file standards
Coordinate professional photography, as needed
Coordinate yard sign installation and removal
Coordinate pre-listing inspections, as applicable
Order Natural Hazard Disclosure (NHD) report (California)
Pre-open escrow and initiate title order
Order defensible space inspections, when required
Order HOA documents and coordinate HOA inspections (HOIP), as applicable
Enter listing into MLS, including uploading photos and disclosures
Maintain and update MLS information throughout the lifecycle of the listing
Remind agent to complete AVID (California)
Maintain and manage disclosure file via Glide and/or Disclosures.io (DIO)
Review Purchase Agreement, Counter Offers, and Addendums to ensure all are fully executed with proper dates, initials, signatures, and broker information is completed. Make Agent aware of corrections needed.
Contact all parties and introduce our role in the transaction (Escrow, Lender, Selling Agent, and Seller).
Open Escrow & Send Contract to Lender (Buyer Transaction)
Verify Escrow has Received EMD
Remind agent to complete AVID (CA)
Ensure Seller disclosures are delivered within contract timelines
Ensure buyers return signed disclosures within contract timelines
Review Preliminary Title report, get agent approval & send copy to client
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