Organized Desk

TRANSACTION COORDINATION SERVICES

with Your

Details of Services

1

Contract - to - Close

Whether you're representing the Buyer or Seller side for the sale, we've got your transaction coordinated and covered!

Buy Or Sell Side: $400

Dual Transaction (Representing Buy and Sell Sides): $695

  • Coordinate opening of escrow and order reports

  • Review contracts and paperwork to ensure all are fully executed and compliant

  • Introduce and coordinate with all parties (level of engagement with clients set by you)

  • Create timeline of transaction (can be easily viewed by parties)

  • Monitor deadlines, contingencies, and provide alerts to parties

  • Schedule and coordinate inspections

  • Coordinate and obtain signatures via secure digital signing platform

  • Order warranties and coordinate transfers

  • Provide weekly updates

  • Upload completed documents to designated broker transaction management system

  • Can co-brand with your company so clients feel they are being supported by ONE team

2

New Listing

Got a new listing?  Let us set up the file and get the coordination and paperwork going.

Fee: $150

  • Review listing agreement and coordinate requirements for completeness

  • Open new listing file and upload listing documents to designated broker transaction management system

  • Prepare Seller's disclosures and coordinate signatures via secure digital signing platform

  • Organize and prepare general disclosures packet for immediate delivery (when escrow is opened)

  • Order and review reports as requested (preliminary title, HOA, termite/pest, appraisal, etc.)

3

File Auditing / Broker Upload

If you find yourself overwhelmed with gathering all the documents and disclosures for your broker’s compliance, we can take care of that for you.  We can serve as another pair of eyes to review the paperwork and save you time by uploading the file documents to your broker’s transaction management system.  (This option does not have contact with your clients.)

Fee: $150

  • Review all file documents for completeness

  • Notify you of any missing signatures or documents

  • Submit file to broker for compliance review

  • Provide you a digital copy or a link to download the completed file (can be used to send to clients for their record-keeping)

4

Special Add-Ons

A closed sale is a start of a new relationship!  Let us help you order a closing gift, send your client a big thanks from you, and request that 5-star review that you deserve.

SELLER POST-CLOSING

Fee: $75

  • Schedule removal of FOR SALE sign

  • Schedule removal of staging furniture with staging company, agent, and seller

  • Coordinate Closing Gift per agent instructions

  • Send email to your client asking for a review on Zillow or your preferred site(s)

 

BUYER POST-CLOSING

Fee: $25

  • Coordinate Closing Gift per agent instructions

  • Send email to your client asking for a review on Zillow or your preferred site(s)

 

Special Project Work

Fee: $50/hr

Need something done?  Just ask, and if I can do it, I’m happy to support!  

Let's Work Together

We look forward to working with you!