Menu of Services

Contact seller for role introduction
Prepare listing agreement and listing documents
Create listing disclosures for seller to complete
Docusign listing disclosures or create a PDF to Email
Ordering Reports
- NHD Report
- Local Reports / Ordinance
  - 3-R Report
  - Underground Storage Tank
  - Energy & Water
  - Sewer Lateral
Open pre-escrow with escrow/title
Order and/or track HOA documents (if applicable)
Create a Receipt for Documents Cover Page
Combine disclosures, reports, HOA's and receipt into a Listing Disclosure Packet
Create a link to the Listing Disclosure Packet via Box Account / Disclosure IO Account
Send disclosure packet to potential buyers and agents

Review purchase contract, counter offers, addendum, and all contract related docs
Open escrow and/or obtain escrow information, request deposit receipt, & preliminary title report
Create a timeline for contingency periods
Contact buyer for role introduction
Monitor timelines and send reminders of items due
Send listing disclosure package, NHD report, and other related reports (if applicable) to the buyers side of the transaction
Buyer Representation - obtain all required disclosures and reports from listing side for electronic or wet signatures
Communication with all parties throughout transaction
Send weekly file status updates
Review disclosures and all other transaction documents
Prepare Escrow Instructions / Terms to Title
Ensure access to documents to all involved parties
Final review/broker compliance audit prior to COE
Deliver a completed file at COE
1 Copy of transaction provided (electronically/hard copy)