CALIFORNIA TRANSACTION COORDINATORS

PRICING IS PER SIDE, PER FINANCING OR CASH FILE CLOSED.

· The GOLD LEVEL SERVICE package focuses primarily on paperwork management, broker compliance and begins upon receipt of an executed contract for cash or financing files.

· Certified Transaction Manager will REVIEW DOCUMENTS/DISCLOSURES for accuracy and required addendums; communicate discrepancies to agent and obtain additional disclosures and signatures as needed via REALTORS designated signing platform.

· Add contract to agents private CALENDAR PORTAL with critical dates, deadlines, contingency removals and add pre-set reminders.  Send REMINDER emails to agents for the AVID.

· ENSURE THE NHD REPORT is ordered at time of the executed contract. Send client, lender, title and escrow a welcome notice with specific key dates.

· Clean up, ORGANIZE and continuously work agent's online file; DocuSign Rooms, Dotloop, Skyslope, Command, Zip Forms, etc.

· ENSURE FILING of executed contract, disclosures and amendments. All required reports, California and Broke forms, HOA documents, title commitments, inspections, and repair invoice, etc.

· DRAFT AMENDMENTS for price changes, extensions, etc. And route them for signatures and through escrow as needed.

· Submit completed files for and work to obtain BROKER COMPLIANCE APPROVAL, provide agent a commission summary and track CDA.

· Provide buyers with home warranty options, collect their order, create and send HOME WARRANTY INVOICE to title, and retain in agent-client's online file.  Manage collection of buyer's walkthrough and final acceptance form from client or the other agent.

PRICING IS PER SIDE, PER FINANCING FILE CLOSED. CASH FILES $350. 

· The PLATINUM SERVICE package includes all the features of the Golf Level Service package, and layer in the following client-care and transaction coordination services for both seller and buyer files.

· Certified Transaction Manager will oversee progress of all Lender required CONTIGENCIES and DEADLINES.  Work closely with Lender to track critical APPRAISAL DATES; ordering, confirmation of scheduling, and delivery date tracking of appraisal.

· We offer CONCIERGE STYLE communication upon request; provide utility connection service contracts to buyers, collect information from sellers which aide buyers at move in, notify sellers or co-op listing agent of inspection date/time, and with best practices to prepare for inspections.

· Ensure buyers are working with Lender to clear loan conditions, selecting insurance provider, and checking that FINANCING APPROVAL deadline is met and preliminary CD is signed on time.

· Work to COLLECT PAID INVOICES, receipts, and/or evidence of repairs as needed to satisfy any repairs required by the lender or as written between the parties.

· To help ensure a timely closing and communication to all parties; TRACK CLEAR TO CLOSE from lender, ensure documents are delivered to title, and final CD is disclosed to all parties prior to closing. 

PRICING IS PER SIDE, PER FINANCING FILE CLOSED. CASH FILES $500.

· The DIAMOND SERVICE package includes all the features of the Gold and Platinum Level Service packages, and layers in an additional level of agent and buyer or seller client-care and transaction coordination services. Pricing is per side, per financing file closed.

Your transaction coordinator will provide the buyer and/or seller weekly easy to read "CLIENT-CARE" UPDATES of their purchase or sale containing key information relevant to the transaction; what's happened, what's coming up, and with key contract event deadline progress.  Other touch-points as it pertains to each specific transaction:

• Send a heads up to both buyer clients and seller clients re. what to expect and how to prepare for the INSPECTION PROCESS. 

• Disclose a list of agent's specific insurance agent referrals to buyer clients, and ensure the lender receives the INSURANCE BINDER in a timely manner.

• Ensure title has received a completed TITLE COMPANY QUESTIONNAIRE from the buyer or seller client as needed.

• Provide INSTRUCTIONS TO PREPARE FOR CLOSING such as what to bring, who to speak with regarding wire transfers, where to go, etc.

ENJOY THESE BRAND-BUILDING DIAMOND PERKS!

• Create and provide two BRANDED SOCIAL MEDIA content graphics; one at time of Contract Pending and one at time of Closed & Funded.

• Upon the agent prepping their client at closing for this communication, email the client a REQUEST FOR REVIEW or testimonial on behalf of their agent with specific instructions where to leave their review, and provide one follow up touch.