San Diego's Transaction Coordinator

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We use Transaction Point online management for all of our files.
 
 
When you represent the Seller

We will:
 
  • Provide a full disclosure package containing all of the required CAR and SDAR forms, personalized and customized to your seller's property with a preprinted envelope for easy return to our office; [email preferred]
  • Process all returned disclosures and prepare them to be sent to the buyer's agent as soon as escrow opens;
  • Order Natural Hazards Disclosure Report & Home Warranty. (Will also schedule Termite & Home Inspection)
  • Open escrow and title
  • Contact buyer's agent / transaction coordinator and coordinate directly with them to succesfully complete file.
  • Collect, organize, and maintain documents,
  • Prepare personalized CD-ROM's and physical file for delivery after the close of escrow. [see service fees for pricing of CD's, etc..]

 

AGENT  RESPONSIBILITES

 

  • Review Draft Escrow instructions
  • Review Preliminary Title Report
  • Complete Agent Visual Inspection
  • Negotiate Repairs or any changes in contract
  • Obtains seller signatures on Final Walk Through

 

 

 

When you represent the Buyer


We will:
 
  • Coordinate the opening of escrow;
  • Prepare a "buyer's package" containing the seller's disclosure package as  well as adding your broker required forms (note: agent must provide any broker-specific / required forms to us at the beginning of escrow).
  • Coordinate with the listing agent and/or transaction coordinator to send all relevant paperwork to us - not you, so you can focus on maintaining your agent-client relationship, building your database, marketing, and selling MORE real estate.
  • Collect, organize and maintain documents;
  • Contact listing agent / transaction coordinator and coordinate directly with them to succesfully complete the file;
  • Prepare personalized CD-ROM's and physical file for delivery after the close of escrow. [see service fees for pricing of CD roms,etc...]

 

AGENT  RESPONSIBILITES

 

 

  • Review Draft Escrow instructions
  • Ensure Deposit Check is sent to escrow
  • Review Preliminary Title report
  • Negotiate Repairs or any changes to contract
  • Advise client regarding Contingency removals
  • Complete Agent Visual Inspection
  • Obtain signatures on Final Walk Through