SFR Listings $499
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Introductory email to parties to the transaction
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Review Listing Agreement for accuracy and completeness
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Initiate file set-up in Agents office management system (if applicable)
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Open escrow with the company of your choice and obtain Prelim
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Order Homeowner Protection Plan with Seller's coverage (if applicable)
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Order Natural Hazard Disclosure Report
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Obtain Home Owners Association Documents (optional/if applicable)
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Schedule Inspections (optional)
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Assemble disclosure packet according to Agents office requirements
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Prepare CAR, PRDS, or SFAR forms
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Assist Seller(s) in completing statutory disclosures electronically
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Assist with city point of sale requirements (if applicable)
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Send full disclosure packet to Seller and Listing Agent via email for review
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Send disclosure packet to Seller and Listing Agent via DocuSign for electronic signatures
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Upload completed disclosures to disclosures.io or Glide (optional)
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Review file for office compliance
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Provide a shareable link to completed disclosure packet to Listing Agent
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Also includes tasks below when Seller accepts an offer
SFR Purchases $499
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Review Purchase Contract, Counter Offers, and Addendums for accuracy and completeness
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Introductory email to parties to the transaction with timeline letter
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Coordinate initial deposit with Buyer and Escrow Officer
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Provide a copy of the Purchase Contract to the Escrow Officer
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Upload contract documents to Agents office management system (if applicable)
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Order inspections (optional)
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Electronic signature collection on all disclosures
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Upload all signed disclosures to Agents office management system (if applicable)
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Order home warranty plan (if applicable)
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Process commission demand (optional)
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Provide a link to transaction documents at closing (upon request)
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