Sample Transaction

Welcome to Your Transaction Guide

1234 State Street

Purchase Price: $1,000,000
Financing Terms: Loan
Inspection Contingency: 17 Days
Appraisal Contingency: 17 Days
Loan Contingency: 21 Days
Included in Sale: Stoves, Refrigerators, Washer/Dryer
Additional Terms: Sale of Buyer's Property

CLOSE OF ESCROW: December 1, 2021

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Transaction Contacts

Visible to clients

Visible To Clients

Escrow

Escrow # 0000

Contact Name

Company Name

Title

Contact Name

Company Name

Transaction Coordinator

Hayley Dawn

Lender

Contact Name

Company Name

Visible To Agents

Seller

Seller Name

Seller Family Trust

Buyer

Buyer Name

Buyer Family Trust

Listing Agent

Agent Name

Company Name

Listing TC

Contact Name

Company Name

Service Contacts

General Inspection

Pest Inspection

Roof Inspection

Moving Resources

Architecture & Design

Plumbing Inspection

General Inspection

Pest Inspection

Roof Inspection

Moving Resources

Architecture & Design

Plumbing Inspection

Pricing & Details

SINGLE AGENCY

SINGLE AGENCY

Transaction Coordinating

• Create custom transaction guide for Buyer/Seller with downloadable calendar dates, upcoming events, transaction contacts, client review form, and any additional transaction details

• Produce a personalized Agent Portal containing downloadable calendar dates, upcoming events, and transaction details for any open escrows with Hayley Dawn

• Establish communication with Escrow, Cooperating Agent, Lender and Buyer/Seller

• Coordinate all Real Estate paperwork and send all DocuSign packages

• Initiate digital correspondence with all applicable parties throughout the transaction

• Request the following from Escrow:

      HOA Documents & Disclosures

      City Reports

      Natural Hazards Disclosure Report

      Home Warranty Plan

• Provide Buyer with earnest money deposit reminder

• Continually update transaction details and timeline dates via custom Agent and Client transaction guides

• Remind all parties of contingency deadlines

• Request updates from Lender regarding appraisal and loan status

• Upload completed transaction file to preferred agency transaction system

Upon request, may deliver completed digital transaction file to Buyer/Seller after the close of escrow

* Please note that the Escrow company is responsible for coordinating their own paperwork.

* Please review the Transaction Cancellation Policy
DUAL AGENCY

DUAL AGENCY

Transaction Coordinating

• Price includes transaction coordinating for both sides

• Create custom transaction guides for Buyer/Seller with downloadable calendar dates, upcoming events, transaction contacts, agent reviews, and any additional transaction details

• Produce a personalized Agent Portal containing downloadable calendar dates, upcoming events, and transaction details for any open escrows with Hayley Dawn

• Establish communication with Escrow, Cooperating Agent, Lender and Buyer/Seller

• Coordinate all Real Estate paperwork and send all DocuSign packages

• Initiate digital correspondence with all applicable parties throughout the transaction

• Request the following from Escrow:

      HOA Documents & Disclosures

      City Reports

      Natural Hazards Disclosure Report

      Home Warranty Plan

• Provide Buyer with earnest money deposit reminder

• Continually update transaction details and timeline dates via custom Agent and Client transaction guides

• Remind all parties of contingency deadlines

• Request updates from Lender regarding appraisal and loan status

• Upload completed transaction file to preferred agency transaction system

• Upon request, may deliver completed digital transaction file to Buyer/Seller after the close of escrow

* Please note that the Escrow company is responsible for coordinating their own paperwork.

* Please review the Transaction Cancellation Policy

DUAL AGENCY

OPEN A TRANSACTION

Complete the new transaction form below

Contact Hayley