What We Do

Services

With our strong understanding of the California Residential Purchase Agreement, related disclosures and procedures we assist real estate agents by closely monitoring each stage of the deal.  We provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a real estate sale.  Our unique system includes a 44 point task list that all of our team members must adhere to.

 

Although we utilize our own online transaction management platform we conveniently upload required documents to your broker's online platform for broker compliance and broker file completion.  We are experienced in the following platforms:

 

We process and manage active real estate transactions for real estate agents from execution of contract to close of escrow.  We gather information, documents, signatures, set and monitor important tasks in order to meet contractual obligations and complete a broker compliant file.

Selling Agent

 

Provide transaction coordinating assistance from execution of purchase contract to close.

 

Open and set a transaction checklist per purchase agreement.

 

Process files in compliance with broker, statutory and contractual obligations and requirements.

 

Review documents and contracts for completeness.

 

Keep track of and remind agents of contractual time frames, conditions and obligations such as contingency removals.

 

Coordinate opening of escrow.

 

Communicate between agent, cooperating agent and escrow.

 

Request and receive all required disclosures and reports from cooperating broker.

 

Obtain signatures by email and electronic signatures via DocuSign®.

 

Follow up escrow and loan status.

 

Save all email communication indexed on PDF file upon closing.

 

Complete and submit broker file per broker requirements.

Provide a link to agent's own copy of completed transaction file.

 

Listing Agent

 

Provide transaction coordinating assistance from listing to close.

 

Open and set transaction checklist per listing and purchase agreement.

 

Process files in compliance with broker, statutory and contractual obligations and requirements.

 

Review documents and contracts for completeness.

 

Communicate between agent, cooperating agent and escrow.

 

Order preliminary report during listing period.

 

Prepare disclosures and send for signatures.

 

Obtain signatures by email and electronic signatures via DocuSign®.

 

Obtain and deliver documents to cooperating broker.

 

Open escrow and provide escrow with all necessary information.

Order Natural Hazard Report and Home Warranty

 

Keep track of and remind agents of contractual time frames, conditions and obligations such as contingency removals.

 

Follow up escrow and loan status.

 

Save all email communication indexed on PDF file upon closing.

 

Complete and submit broker file per broker requirements.

Provide a link to agent's own copy of completed transaction file.

Dual Agent

Provide transaction coordinating assistance from listing to close.

 

Provide combined services of selling and listing agent as described above.

Broker Package

Brokers please call about our exclusive pricing for your office.

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Our Fees and Duties
What We Do Not Do
  • Perform any duties that are limited only to licensed agents such as visual property inspections, explanation of contracts and disclosures to clients

  • Review draft escrow instructions and preliminary reports

  • Negotiate any part of transaction such as termite, repairs, etc

  • Handle in any way delivery of deposit checks

  • Choose third party providers

  • Input listings in MLS

  • Marketing of listings

© 2018 by Professional Transaction Coordination.

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