Transaction Coordination Offerings
Service Lists
Residential Buyer Services
Residential Listing Services
Residential Listing Services
- Promptly open escrow & confirm timelines with all parties.
- Create transaction summary & draft broker demand.
- Check Portland Maps for open permits, oil tanks, etc.
- Work directly with buyer to coordinate earnest money.
- Confirm scheduled inspections with the listing agent.
- Review property disclosures for red flags, request any corrections needed, & send to buyer for signature.
- Review preliminary title report & send detailed review to buyer.
- Send weekly update to buyer every Friday with transaction milestone status & other important updates.
- Assist agent in scheduling bids for repairs, & follow up on completion/invoices of any repairs for the buyer & file.
- If applicable, order home warranty and ensure all parties receive a copy of the invoice.
- Assist agent in drafting & sending any addenda/forms needed. Ability to assist agent with repair addenda or other addenda requiring complicated language.
- Communicate directly with lender regarding timing of appraisal & update necessary parties.
- Upload all paperwork for review in a timely manner. Periodically check & correct paperwork as needed.
- Make sure title & lender receive the necessary paperwork throughout transaction. Revise broker demand as needed.
- Check in with title & lender on timing of CD & loan docs to ensure transaction is on track for the closing date.
- Send buyer detailed email explaining signing/closing steps to help prepare for closing & answer any related questions.
- Communicate with buyer, lender, & title to assist in coordinating buyer's signing appointment.
- Review closing statement prior to buyer's signing appointment to ensure all information is correct.
- Assist agent in coordinating key exchange.
- Upload final paperwork & ensure file is approved so that commission payment can be issued to agent upon closing.
- Upon closing, send buyer a zip file containing all paperwork from the transaction for buyer's records.
Residential Listing Services
Residential Listing Services
Residential Listing Services
- Order a trio report & check Portland Maps for open permits, oil tanks, etc. to prepare for listing property.
- Assist agent in scheduling any of the following: Photos, HES, staging, cleaning, sign install/removal.
- Draft the following paperwork & send to the seller for signature: Listing contract, seller's property disclosures, & any in-house disclosures or required forms.
- Ensure seller's property disclosures are fully complete & properly executed in preparation for sale.
- Build listing in RMLS, input photos, upload HES, & once complete, send data input form to seller for signature.
- Draft any listing addenda needed & send to seller for signature.
- Update listing price or other info in RMLS as needed.
- Assist agent in collecting HOA documents in preparation for sale, if applicable.
- If agent uses a marketing flyer template, assist agent in creating a marketing flyer.
- Ensure all listing specific paperwork is uploaded for file review & approval.
- Once seller accepts an offer, mark listing pending in RMLS. Promptly open escrow & confirm timelines with all parties.
- Create transaction summary & draft broker demand.
- Promptly deliver seller's property disclosures, & HOA documents if applicable, to buyer's agent. Follow up with buyer's agent for a fully signed copy of any disclosures.
- Review preliminary title report & send detailed review to seller.
- Assist agent in coordinating inspections with seller & send email with helpful information to prep seller for inspections.
- Review property disclosures for red flags, request any corrections needed, & send to buyer for signature.
- Send weekly update to buyer every Friday with transaction milestone status & other important updates.
- Assist agent in scheduling bids for repairs, & follow up on completion/invoices of any repairs for the seller & file.
- If applicable, order home warranty and ensure all parties receive a copy of the invoice.
- Assist agent in drafting & sending any addenda/forms needed. Ability to assist agent with repair addenda or other addenda requiring complicated language. Can assist with repair counters.
- Upload all paperwork for review in a timely manner. Periodically check & correct paperwork as needed.
- Make sure title & lender receive the necessary paperwork throughout transaction. Revise broker demand as needed.
- Check in with title & lender on timing of CD & loan docs to ensure transaction is on track for the closing date.
- Send seller detailed email explaining signing/closing steps to help prepare for closing, including reminders for personal property included in the sale, removing any additional personal property/debris, a plan for keys, etc.
- Communicate with seller & title to assist in coordinating seller's signing appointment.
- Review closing statement prior to seller's signing appointment to ensure all information is correct.
- Upload final paperwork & ensure file is approved so that commission payment can be issued to agent upon closing.
- Mark property sold in RMLS & enter any off market properties as “Sold Not Listed”.
- Upon closing, send seller a zip file containing all paperwork from the transaction for seller's records.
Commercial Buyer Services
Commercial Listing Services
Commercial Listing Services
- Promptly open escrow & confirm timelines/critical dates with all parties.
- Create detailed critical dates list & draft broker demand.
- Check Portland Maps for open permits, oil tanks, etc.
- Work directly with buyer to coordinate earnest money.
- Confirm scheduled inspections with the listing agent and/or property manager.
- Assist agent in gathering all "seller's documents", deliver to buyer, & follow up for any additional documents needed.
- Review preliminary title report & send detailed review to buyer. Assist agent with buyer's preliminary title report objections & closing out the prelim contingency period.
- Send weekly update to buyer every Friday with updated critical dates & other transaction information.
- Assist agent in scheduling bids for repairs, & follow up on completion/invoices of any repairs for the buyer & file.
- Assist agent in drafting & sending any addenda/forms needed. Ability to assist agent with addenda requiring complicated language.
- Monitor & assist with coordinating any additional earnest money deposits or releases directly with buyer.
- Highly monitor all contingencies throughout the transaction.
- Communicate directly with lender regarding timing of appraisal & update necessary parties.
- Upload all paperwork for review in a timely manner. Periodically check & correct paperwork as needed.
- Make sure title & lender receive the necessary paperwork throughout transaction. Revise broker demand as needed.
- Check in with title & lender on timing of CD & loan docs to ensure transaction is on track for the closing date.
- Send buyer detailed email explaining signing/closing steps to help prepare for closing & answer any related questions.
- Communicate with buyer, lender, & title to assist in coordinating buyer's signing appointment.
- Review closing statement prior to buyer's signing appointment to ensure all information is correct.
- Assist agent in coordinating key exchange.
- Upload final paperwork & ensure file is approved so that commission payment can be issued to agent upon closing.
- Upon closing, send buyer a zip file containing all paperwork from the transaction for buyer's records.
Commercial Listing Services
Commercial Listing Services
Commercial Listing Services
- Order a trio report & check Portland Maps for open permits, oil tanks, etc. to prepare for listing property.
- Assist agent in scheduling any of the following: Photos, staging, cleaning, commercial sign install/removal.
- Draft the following paperwork & send to the seller for signature: Listing contract & any in-house disclosures or required forms.
- Assist agent in collecting any "seller's documents" from the seller in preparation for sale.
- Build listing in RMLS, input photos, & once complete, send data input form to seller for signature. Assist agent in also listing property on Costar and/or other desired platforms.
- Draft any listing addenda needed & send to seller for signature.
- Update listing price or other info in RMLS as needed.
- If agent uses a marketing flyer template, assist agent in creating a marketing flyer.
- Ensure all listing specific paperwork is uploaded for file review & approval.
- Once seller accepts an offer, mark listing pending in RMLS. Promptly open escrow & confirm timelines/critical dates with all parties.
- Create detailed critical dates list & draft broker demand.
- Promptly deliver "seller's documents" to buyer's agent.
- Assist agent in coordinating inspections with seller and/or property manager & send email with helpful information to prep seller/property manager/tenants for inspections.
- Review preliminary title report & send detailed review to seller. Assist agent with seller's responses to any objections & closing out the prelim contingency period.
- Send weekly update to buyer every Friday with updated critical dates & other transaction information.
- Highly monitor all contingencies throughout the transaction.
- Assist agent in scheduling bids for repairs, & follow up on completion/invoices of any repairs for the seller & file.
- Assist agent in drafting & sending any addenda/forms needed. Ability to assist agent with addenda requiring complicated language.
- Upload all paperwork for review in a timely manner. Periodically check & correct paperwork as needed.
- Make sure title & lender receive the necessary paperwork throughout transaction. Revise broker demand as needed.
- Check in with title & lender on timing of CD & loan docs to ensure transaction is on track for the closing date.
- Send seller detailed email explaining signing/closing steps to help prepare for closing, including reminders for personal property included in the sale, removing any additional personal property/debris, a plan for keys, etc.
- Communicate with seller & title to assist in coordinating seller's signing appointment.
- Review closing statement prior to seller's signing appointment to ensure all information is correct.
- Upload final paperwork & ensure file is approved so that commission payment can be issued to agent upon closing.
- Mark property sold in RMLS and/or any other marketing platforms, & enter any off market properties as “Sold Not Listed”.
- Upon closing, send seller a zip file containing all paperwork from the transaction for seller's records.
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