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• Contact all parties and introduce our role in the transaction.

• Review purchase agreement, counter offers, and amendments to ensure all are fully executed with proper dates, initials, signatures & broker information is completed.

• Supply executed purchase agreement to all involved parties.

• Open escrow, obtain file number. Request Escrow Instructions, Commission Instructions, and Preliminary Title Report

• Order Natural Hazard Report

• Enter all contacts, key dates and documents into transaction management service.

• Share my online checklist and google drive link so you can have access and see the status of the file as it progresses.

• Send Seller an intro email outlining the contract timelines.

• Prepare a full disclosure package including all of the required C.A.R. and broker forms and deliver directly to you and/or your seller via email and DocuSign or Esign from Glide. We will even deliver via regular mail for those clients without computer technology.

• Provide completed seller disclosure package to buyer's agent and monitor timely return, and ensuring that contract timelines are met.

• Send copies of termite and any other reports to buyer's agent & escrow.

• Ensure that escrow is in receipt of termite, zone report, home warranty invoices, commission instructions.

• Upload all disclosures, documents and reports into transaction management service as they are received or fully executed through-out the transaction.

• Track escrow timeframes for receipt of earnest money deposit, delivery and return of escrow packages, and delivery of HOA documents as applicable.

• Order any escrow ammendments as requested by you.

• Ensure that all disclosures/reports have been provided. Signatures/initials/dates are completed.

• Maintain weekly contact with all parties involved for status updates as well as items outstanding.

• Complete and deliver completed file to you or your broker.

• We offer your client a copy of their file on via a google link for download to their computer or a thumb drive.

        

    AGENT  RESPONSIBILITES

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• Review Draft Escrow instructions

• Review Preliminary Title Report

• Schedule Appointments (termite, repair work,etc...)

• Complete Agent Visual Inspection

• Negotiate Repairs or any changes in contract

 

 

 

When you represent the Buyer:

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 MoreServices will:

  

• Contact all parties and introduce our role in the transaction

• Review purchase agreement, counter offers, and amendments to ensure all are fully executed with proper dates,

•    and that initials, signatures and broker information is completed.

• Coordinate the opening of escrow;

• Enter all contacts, key dates and documents into transaction management service. Invite all parties involved.

• Send buyer(s) an introduction email to include disclosure booklets and contract timelines for contingency's.

• Share my online checklist and google drive link so you can have access and see the status of the file as it progresses

• Ensure seller disclosures are provided within contract timelines.

• Prepare a "buyer's package" containing the seller's disclosure package as well as any broker required forms.  (note:       agent must provide any broker-specific / required forms to us at beginning of escrow).

• Deliver buyer's disclosure package directly to you and/or client via mail, email, DocuSign or Esign thru Glide.

• Ensure buyer is provided a copy of all reports and booklets that are provided and/or required.

• Ensure escrow is in receipt of Home Warranty Invoice & Commission Instructions.

• Upload all disclosures, documents and reports into transaction management service as they are received or fully         executed through-out the transaction.

• Track escrow timeframes for receipt of earnest money deposit, deliver and return of escrow packages and delivery of HOA packages as applicable.

• Ensure that all reports & disclosures have been provided. Signatures/initials/dates are completed.

• Maintain constant contact with all parties involved for status updates, timelines and outstanding items.

• Complete and deliver completed file to you or your broker.

• We offer your client a copy of their file via a google link for download to their computer or athumb drive.

 

    AGENT  RESPONSIBILITES

 

• Review Draft Escrow instructions

• Review Preliminary Title report

• Schedule Appointments (Home Inspection, Termite, Final Walk Thru, etc...)

• Negotiate Repairs or any changes to contract

• Advise client regarding Contingency removals (We will remind you of dates and timeframes)

• Complete Agent Visual Inspection