Texas Transaction Coordinator Services

o Ensure any and all listing documents are collected and signed by all parties.

o Send disclosures to the seller to review and fill out before going into escrow, as per agent approval.

o Post “Just Listed” on social media.

o Review and submit for compliance approval.

o Review new contracts. Check for missing signatures and ensure there are no missing forms needed (based on the type of transaction).

o Review documents and disclosures; and send them to the clients via docusign.

o Thorough review of all documents and processes.

o Remind agents of all deadlines and timelines for the transaction.

o Send reminder emails of the important key dates.

o Order home warranty, as applicable.

o Send reminder email to agent to request AVID.

o File audits sent during the transaction to inform all parties what is outstanding from the file (2-3 file audits done through the course of the transaction).

o Ensure survey is ordered, if applicable.

o Make sure escrow provides wiring instructions to buyer for earnest money deposit.

o Confirm escrow has received the earnest money deposit within the timeframe listed on the contract.

o Confirm with escrow they have received back seller and buyer packages prior to the closing date.

o Confirm that escrow has ordered HOA documents, if applicable.

o Confirm seller vesting on preliminary title report matches what it is on the contract.

o Confirm escrow is aware of any/all credits from the seller(s) and/or agent(s).

o Coordinate inspections for the buyer’s agent, as needed.

o Request any inspection reports needed for the file such as home inspection and termite inspection.

o Request copies of reports from any other inspections that were completed and follow up as necessary.

o Ensure all documents are collected and signed by all parties.

o Create transaction in broker compliance system (portal).

o Upload all contract documents in broker compliance system.

o Complete all forms/documents required by brokers.

o Get commission instructions signed by broker.

o Verify lender received a copy of the contract.

o Ensure the appraisal has been ordered.

o Check in with lender to confirm the property is on track for the scheduled close of escrow date

o Post “Just Sold” on social media

o January/February of following year send copy of final closing statement to client (agent is cc’d) for tax purposes.

o Send agent copy of file via OneDrive, as applicable.