Contract Assistance & Dual Agency
• Availability: Monday - Friday, 9:00am - 6:00pm PST, with the exception of Federal Holidays.
• Compose & coordinate all Real Estate paperwork, with the exception of Request for Repair/Seller Response to Request for Repair
• Send all DocuSign packages & provide clients with contract assistance
• Forward all Seller-completed disclosures to Buyer for review & signature via DocuSign.
• Upon request, send Seller-completed TDS & SPQ to Buyers separately via email for review.
• Create custom transaction guide for both Buyer & Seller with transaction contacts, downloadable calendar dates, transaction timelines, access to a shared transaction file, & any additional transaction details
• Produce a personalized Agent Portal containing transaction contacts, downloadable calendar dates, transaction timelines, access to a shared transaction file, & any additional transaction details for all open escrows with Hayley Dawn
• Establish communication with Escrow, Cooperating Agent, Lender & Buyer/Seller
• Initiate digital correspondence with all applicable parties throughout the transaction
• Provide Buyer with earnest money deposit reminder
• Continually update transaction details & timeline dates via custom Agent & Client transaction guides
• Request updates from Lender regarding appraisal & loan status, upon request
• 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
Responsibilities of the Agents
• Ordering Home Warranty Plans & Obtaining Confirmation
• Providing all required Brokerage Addendums, Affiliated Business Arrangement Disclosures & Local Area Disclosures
• Provide clients & TC with copies of all inspection reports & complete Request for Repair/Seller Response to Request for Repair.
• Produce & obtain signatures for any Commission Agreements/Instructions, Referral Agreements, & W2
Responsibilities of the Escrow/Title Companies
• Ordering HOA Documents & Disclosures & Delivering to all Parties & Principles
• Ordering Preliminary Title Report & Delivering to all Parties & Principles
• Ordering Natural Hazards Disclosure Report & Delivering to all Parties & Principles
• Requesting any City Reports & Delivering to all Parties & Principles
• Produce & obtain signatures for any Escrow Instructions & Amendments, Commission Instructions, & any additional documents required for their transaction file
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