Your TC will :
- Open escrow: provide all necessary documents & contact info (per agent’s request)
- Audit purchase offer and counters
- Start a new file with the office
- Create an escrow calendar with all contingency dates and send reminders during the course of escrow
- Provide a link to the transaction file which is accessible online 24/7
- Prepare seller disclosures, DocuSign, audit, and send a complete package to the buyer’s agent (for listings)
- Review seller disclosures & DocuSign them to the buyers (for purchases)
- Work directly with escrow, provide all requested items
- Maintain weekly contact with all parties involved
- Order Home Warranty
- Perform a file audit one week before the close of escrow & obtain any missing items / signatures
- Communicate with the cooperating agent & provide documents per their request
- Provide agent’s office with a complete file and receive broker’s final approval
Agent’s duties:
- Complete Agent Visual Inspection Disclosure (AVID)
- Schedule & supervise inspections, perform final walk-through (VP)
- Review reports and escrow instructions with clients
- Negotiate repairs & contingencies (TC can assist with obtaining signatures)
