Transaction Management Request 

 Full Service Listing Transaction Management Services - $599.00 per  parcel, per file and will be due upon a successful closing and paid  out to the transaction coordination department within 72 business  hours of funds clearing the brokerage account assuming the file is  complete and has cleared the compliance desk.

1. Prepare listing packet - Can be emailed to the agent for printing or with a minimum of 72 hrs notice will be available for pick up at the office. Listing packet can also be delivered to the agents home *** additional fees apply
2. Review listing agreement & SRPD for completion
3. MLS input excluding Public Remarks
4. Order Signs up and down and account for charges 
5. Schedule photography 
6. Order Preliminary title report 
7. Initiate “New Listing Alert on social media and remind agent to market on social media
8. Provide showing activity report to agent weekly
9. Update MLS regarding change orders etc. 
10. Offer and counter assistance
11. Open escrow by emailing title and all appropriate parties; send contracts to all parties and include all parties in the email. 
12. Introductory email or Zoom with clients depending on Agents preference.
13. Provide Agent and Clients with timelines and deadlines for transactions. Agents will be notified via text/email two days prior to deadline dates. 
14. Schedule Home inspection and access to property
15. Request/obtain earnest money deposit receipt and disclosures; SRPD (Seller’s Real Property Disclosure), CDC (Construction Defect Claim), if marked “Yes” on SRPD, and all additional items as they pertain to counters and RPA (Residential Purchase Agreement) and Mold and Notice Disclosure. Coordinate with clients to ensure all disclosures are filled out correctly.
16. Ensure HOA resale package ordered and delivered and signed off by all involved parties.
17. Text/email reminder to prepare/respond to repair requests 
18. Coordinate appraisal with all appropriate parties. Make sure the appraiser has access and remind all agents of certain loan type requirements, such as earthquake straps and pans for water heaters. 
19. Order home warranty if RPA states one is to be provided.
20. Retrieve newly executed contacts and addenda as they are implemented/executed; ensuring documents are signed, initialized, dated and aligned with contractual order and timelines.
21. Schedule final walk through approximately 3 days prior to closing and ensure walk through is signed off. 
22. Schedule signing with the title company with all parties.
23. Push to close. With Agents approval, request timelines from lender and title, keep client and Agent up to date on any important deadlines and or issues. Coordinate with Agent on final walk to make sure the walk through is signed off by client and any last minute repairs or escrow holdbacks are address to avoid any delays to closing** Avoid Friday closings if at all possible.
24. Confirm recording: Request confirmation email from Escrow. Make sure all parties are aware that the property has been recorded. Coordinate with the client to make sure Agent is available to meet clients at the property to deliver keys.
25. Zillow/Google review request sent to client on behalf of the agent.
26. Settlement Statements sent January following the year of sale on behalf of the agent. 

 **** Please note the Transaction Coordinator is responsible for      tracking and ensuring emails are received and responded to  accordingly. When acting as a Transaction Coordinator, advise  agents to “CC” the TC on all communications and likewise should  be done on behalf of the TC with any emails or correspondence  with the client or third parties associated with the transaction.