"Giving you time back to focus on what truly matters."

AUDITING DOCUMENTS

• Compile Seller Disclosures
  Gather and organize all necessary seller disclosures for clarity and compliance.

• Review the Residential Purchase Agreement
  Thoroughly examine the Residential Purchase Agreement to ensure all terms are in order.

• Create, Review, and Send Deadlines and Timelines
  Develop, review, and distribute deadlines and timelines to all relevant parties to keep everyone on track.

• Confirm Escrow Deposit
  Verify the escrow deposit to ensure it’s received and properly accounted for.

• Review Signed Seller's Disclosures
  Carefully review all signed seller disclosures for completeness and accuracy.

SCHEDULING & TITLE MANAGEMENT

• Order HOA Documents and NHD Reports
  We’ll request the necessary HOA documents and Natural Hazard Disclosure (NHD) reports to ensure everything meets compliance requirements.

• Send Emails and Reminders for Scheduled Inspections
  We’ll keep everyone updated by sending friendly emails and reminders to ensure point-of-sale requirements are completed on time.

• Facilitate with Title to Open Escrow
  We’ll work closely with the title company to open escrow and ensure all documentation is processed smoothly and efficiently.

• Send Estimated Settlement Statement
  Upon request, we’ll provide the estimated settlement statement to keep everyone informed and in the loop throughout the process.

AGENT FOLLOW-UP

• Weekly Follow-Up
  Conduct regular follow-ups to keep everyone informed and ensure everything is on track.

• Assist with Additional Documents/Requests
  We're here to help! If you need any additional documents or have specific requests, just let us know.

CLOSING COORDINATION

• Convey Final Closing Instructions
  Clearly communicate all final closing instructions to both the buyer and seller to ensure everyone is well-informed.

• Coordinate Closing Time and Location
  Work with all parties to confirm the closing time and location, ensuring a smooth and coordinated experience.

• Compile Documents and Provide Access
  Organize all necessary documents into a folder and share the access link with agents for easy reference.

• Send Congratulations Email
  Send a congratulations email to all parties involved, celebrating their successful transaction.

• Provide Google Link for Complete File
  Share a Google link with the agent for access to the complete file upon request.