Review RLA for accuracy and completeness

Upload all listing documents to broker compliance system for review

Open pre-sale escrow with agents preferred escrow officer and order the prelim report

Order NHD report and review for any additional docs needed in seller disclosure package

Coordinate with escrow officer and seller to order HOA docs (if applicable)

Send introduction email to the seller

Order any local city or county reports (i.e. 3R Report, Water/Energy etc)

Prepare and send all required disclosures to seller via online disclosure system

Provide agent with a link to the disclosure packet once completed and utilize preferred disclosure platform used by the Agent

Create an MLS partial save

Schedule the Water/Energy Inspection and Underground Tank inspection (If Applicable)

Send out timeline and team players email within 1 business day, cc’ing all parties involved in transaction with key dates and team players and add all key dates to agents google calendar

Order home warranty (if applicable)

Provide upfront terms to escrow

Follow up on EMD with escrow

Prepare and send out all disclosures to buyer for signature

Follow up and send reminders to agents for when Contingencies are due (Inspection, Loan and Appraisal)

Prepare and send out any Addendums, Contingency Removals, Extensions, etc. to clients for signature -- only when requested by the agent (will only send to client upon agent approval of the form)

Regular follow up and file audits on documents missing signatures

Upon removal of all contingencies will provide final terms to escrow and advise of any changes, anticipation of docs and closing

Request broker demand to be sent to escrow

Coordinate with loan officer and escrow for funding and recording status

Upload all documents for review

Provide closing link at the end of the transaction for client (upon request)