Transaction Management
(Buyer or Seller)
$400
It is important that you are able to build relationships and grow your business. Managing all the details of a transaction can be very time consuming and keep you from doing what YOU do best. Let us handle the details as it is what WE do best! Trust that your buyers and sellers are in good hands, that dates will be met and the process will be as smooth as possible.
Services included:
Organize & check documentation for completion and accuracy.
Gather all Buyer/Seller information pertaining to the closing process.
Gather all Co-Operating agent information pertaining to the closing.
Schedule Closing with Agent’s preferred Attorney & inform all parties.
Provide Attorney with all pertinent information for closing.
Schedule Inspections if applicable & coordinate with all parties.
1. Home 2. Termite 3. Radon 4. Septic 5. Well 6. Water 7. Other requested inspections
Send Inspection email reminders day before inspections.
*Once due diligence is negotiated and repairs are required, we will provide sellers with preferred vendors.
Confirm repair schedule with Seller and ensure it is completed prior to the Final Walk-Thru.
Collect receipts for repairs and provide to closing attorney for payment if applicable and to buyer for records.
Send copies of executed paperwork to all parties.
Order Survey if applicable – if waived must be in writing.
Order Home warranty if applicable.
Contact Buyer’s lender or co-operating agent to confirm loan application, approval and clear to close.
Confirm Appraisal is complete, for at least the purchase price and approved.
Gather and send the Buyer utility information.
Remind Buyer to set up utilities for the day of closing.
Remind Seller to shut off utilities for day after closing.
Confirm seller is out of home by day of closing or before.
Schedule Final Walk-Thru/inspection if applicable.
Follow-up on ALTA/HUD and provide copy to all parties for review prior to closing.
Review ALTA/HUD and have any errors corrected.
Send agent and client a copy of ALTA/HUD for their approval.
Confirm Buyer's wire is sent for closing if applicable.
Confirm deed recording with county and inform all parties.
*We do not negotiate Due Diligence.
**Agent is responsible for submission to your firm for compliance unless access is granted to Your Task Nest.
Ready to Get Started?
Send us a quick message and let’s explore how we can move your business forward together—no pressure, just a friendly conversation.