Phase One
Initial Consultation
- Establish time frames
- Agency Services
- Market conditions
- Determine Market Price
- Agency Relationship
Open Escrow
- Coordinate opening of escrow
- with Title agent
- Order preliminary title report
Home Reports/Inspections
- Natural Hazard Disclosure
- EnviroCheck
- CTD
- Applicable Inspections (Home/Pest/Roof
- Pool/ect.
Disclosures
- TDS
- Supplemental Seller Checklist
- Data Base Disclosure
- Insurance Disclosure
- Mold Disclosure
Phase Two
Marketing
- Enter on MLS
- Send out office email notice
- Schedule open house
- Put property on Broker Tour
- Order virtual tour
- Order property flyers
Report/Disclosure Review
- Read and review all reports and
- disclosures to prepare for review with
- client
- Review reports and disclosures with
- client
Review Offers
- Review offers with Seller
- Prepare counter offers
- Verify Contingency periods
- Verify loan rates with lender
Phase Three
Initial Escrow Period
- Submit contract to Escrow officer
- Report pending sale to MLS
- Confirm that buyer has received all
- disclosures
- Place sale pending sign on property
- Record contingency dates
- Coordinate buyer inspections
Transaction Review
- Ensure all disclosure docs are signed properly
- Ensure buyer has received all pertinent documents/reports
- Confirm loan approval conditions and document delivery timelines
Contingency Removal
- Review repair requests
- Negotiate/Confirm repairs
- Remove contingencies
- Confirm move in date with buyers agent
- Schedule final walkthrough
- Change MLS status to DNS
Record/Transfer Title & Close Escrow
- Review docs with Seller
- Confirm sign off date
- Final walkthrough
- Key Exchange
- Sign off
- Escrow closed
