Listing Side - $550*
We manage every detail of your listing transaction from contract to close, ensuring compliance, clear communication, and a seamless experience for all parties.
Transaction Setup & Review
- Open escrow; obtain file number and request Escrow Instructions, Commission Instructions, and Preliminary Title Report
- Introduce our role and establish communication with all parties
- Review Purchase Agreement, Counter Offers, and Amendments for full execution (signatures, initials, dates, broker information)
- Distribute executed contract to all parties
- Create and manage transaction file, contacts, key dates, and timeline
Disclosures & Reports
- Order Natural Hazard Disclosure
- Prepare full Seller Disclosure Package (RETDS, SPQ, Res. Earthquake Risk, Fire Hardening/Defensible Space) via Glide or DocuSign
- Deliver disclosures to seller(s) and buyer’s agent
- Ensure timely completion, return, and compliance with contractual deadlines
Coordination & Compliance
- Provide all reports and documents to buyer’s agent / TC
- Order and process escrow amendments as needed
- Confirm escrow receipt of all required documents (commission instructions, etc.)
- Track key timelines including EMD, escrow documents, and HOA delivery (if applicable)
- Maintain weekly communication with all parties and follow up on outstanding items
File Management & Closing
- Upload and organize all documents throughout the transaction
- Ensure all disclosures and reports are fully executed and complete
- Deliver a complete, compliant digital file (PDF) to agent/broker at close
*Note: A $100 processing fee applies to non-closing escrows and canceled listings where the disclosure package has been created and/or escrow has been opened.
Buyer Side - $550*
We guide your buyer-side transactions from contract to close, ensuring timelines are met, documents are complete, and communication remains seamless.
Transaction Setup & Review
- Coordinate opening of escrow
- Review Purchase Agreement, Counter Offers, and all addenda; create and manage timeline
- Ensure all documents are fully executed with proper signatures, initials, dates, and broker information
Disclosures & Documentation
- Ensure seller disclosures are received within contractual timelines
- Prepare buyer-related disclosures, including state and broker-specific forms
- Confirm buyer receipt of all reports, disclosures, and required booklets
Coordination & Compliance
- Upload and organize all documents in the transaction management system as received or executed
- Maintain communication with all parties regarding status updates and outstanding items
- Confirm escrow receipt of Home Warranty Invoice and Commission Instructions
- Track key timelines, including earnest money deposit, escrow package delivery, and HOA documents (if applicable)
*Note: A $100 processing fee applies to non-closing escrows and canceled listings where the disclosure package has been created and/or escrow has been opened.
Double End - $700
- CONGRATULATIONS!
- A fully integrated transaction management service combining both buyer and listing coordination for a streamlined, end-to-end closing experience.
Agent Responsibilities
- Review escrow instructions and preliminary title report
- Schedule all property-related inspections and appointments (inspection, pest, final walk-through, etc.)
- Order and arrange payment for HOA docs
- Negotiate repairs and contract changes, including addenda and amendments
- Advise clients regarding contingency removals
- Complete Agent Visual Inspection disclosures
- Coordinate invoices and reimbursements to escrow
- Obtain required signatures for final walk-through documentation
- Update MLS status to "CLOSED" upon close of escrow
