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Services Offered:

Contract to

Close

Package

Ensure contract and associated documents are not missing any initials or signatures
Send introductory email to Agent’s client, corresponding agent, title company and Lender with Executed Contract & Associated Documents
Coordinate Option/Earnest Monies and confirm delivery
Record important Calendar Dates and share with Agent and Client
Schedule Inspections
Follow up on Title Commitment
Follow up on Appraisal
Order Survey and Home Warranty
Confirm HOA info/restrictions/covenants have been received
Review Pre-lim CD as a second pair of eyes
Send Utility Transfer reminder to Buyer
Upload Executed Documents to Agent’s online storage system
CC Agent on all email correspondence
Send Agent reminders for deadlines

Listing

Preparation

Package

Prepare Listing Agreement Packet with documents required by Agent/Brokerage (IABS, General Notice to Buyers/Sellers…etc
Send the following documents for signing and confirm they are fully complete:
– Sellers Disclosure
– Lead Base Paint Addendum
– Survey & T47
– Onsite Sewer Addendum
– Any other pertinent documents
Upload Associated Documents and Pictures into the MLS
Input Listing Information to the MLS for Agents review

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Listing Intake form

MLS

Only

Input

Save CAD Information
Upload Associated Documents
Upload and Arrange Pictures
Input Listing Information for Agent’s review
*I do not make listings live, that is the Agent’s responsibility

Offer

Writing

Write Contract and Amendments per Agents instructions
Save a copy of the CAD and MLS listing information for Agents records
Submit Offer to Agent for review
Send to Buyer(s) for initials and signatures
Review Offer for accuracy and completeness
Submit Offer to Agent
Save a copy of the Offer for Agents records
List item
List item
List item
List item

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offer intake form

Not seeing what

you’re looking for?

Packages can be customized depending on you and/or your teams needs.
The above packages are typically geared for standard transactions where my correspondence with clients is limited mostly to signing documents and following up on key transaction milestones. I can possibly be more involved with the transaction if that is what you are looking for
Please contact me so we can discuss more involved options.
If I still can’t offer the service you are looking for, I am happy to refer you to another Transaction Coordinator in East Texas that might be a better fit!

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What makes me different?

Three stacks of quarters with a leafling growing up from the top of each stack
If you text or call me, I answer!
Very rarely will you get my voicemail or will there be a delay in my response to your text or email.
I prioritize Quality over Quantity
I keep my clientele small so I can offer a more personalize level of service. My focus is to build long term relationships with my agents rather than to simply increase the amount of files I TC for.
Need something in the evening or on a weekend?
If we have an established relationship and understand boundaries, we can discuss me helping you in the evening or weekend (Real Estate never sleeps and neither do I! Well, only sometimes..)
I am a Licensed (non-producing) Agent in the State of Texas
While I won’t negotiate, I can write offers and answer many questions clients ask throughout the contract process.
Worried about experiencing a slow spell?
I am paid per file so you don’t have to worry about maintaining payroll.
Very rarely will there be a delay in opening your new files. Why?
We can use the Organizational System you already have in place or I’ll modify my own system to “plug & play” your files. Whichever method you prefer!
Does your client have a question regarding a transaction that closed several months or years ago?
I retain and organize each file I work and am happy to pull my notes to answer any questions.

Connect with me!

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