Upon Executed P&S or OTP (MA)
* Send email introductions to all parties.
* Verify documents are properly executed by all parties.
* Ensure escrow has been opened and all parties have received the appropriate documents.
* Follow up on loan approvals.
* Confirm and verify appraisal has been ordered.
* Prepare and send Addendums for signatur
Upon Executed P&S or OTP (MA)
* Send email introductions to all parties.
* Verify documents are properly executed by all parties.
* Ensure escrow has been opened and all parties have received the appropriate documents.
* Follow up on loan approvals.
* Confirm and verify appraisal has been ordered.
* Prepare and send Addendums for signatures.
* Create and maintain calendar of events and task list.
* Ensure all disclosures are complete.
* Schedule and follow up on inspection, walk-through, closing, and any other appointments.
* Obtain Finance Commitment on or before due date.
* Monitor compliance with contract terms and deadlines.
* Prepare Fuel Proration (if applicable)
* Order final water reading (if applicable)
* Coordinate tasks with co-broke agent and title company.
* Request excess overage check from Agents accounting department to bring to closing
* Upload documents, reports, and disclosures to Dotloop
FULL DISCLOSURE:
Four Seasons RETC uses Dotloop. There will be an additional administration fee to uploaded documents to a Brokerage Platform outside of Dotloop.
Paragon
* Input information from MLS input sheet
* Upload photos
* Upload paperclip documents (if requested)
Your Agency Platform
* Input information from MLS
* Upload photos
* Upload paperclip documents
Trulia
* Verify all listing information and photos are correct
MLS Pin (if applicable)
* Input information from MLS input sheet
* Add Desc
Paragon
* Input information from MLS input sheet
* Upload photos
* Upload paperclip documents (if requested)
Your Agency Platform
* Input information from MLS
* Upload photos
* Upload paperclip documents
Trulia
* Verify all listing information and photos are correct
MLS Pin (if applicable)
* Input information from MLS input sheet
* Add Description
* Upload photos
* Upload paperclip documents (if requested)
Zillow
* Verify all listing information and photos are correct
ShowingTime
* Manually add instructions to ensure precision
~ Agent Quality Control ~
Real Estate Brokers and Transaction Coordinators have no room for error when it comes to Agent compliance.
Real estate laws are very clear on what documentation is required.
Four Seasons RETC Will:
* Review
all required documentation. This includes contracts, disclosures, addendums
and forms.
*Confirm
document
~ Agent Quality Control ~
Real Estate Brokers and Transaction Coordinators have no room for error when it comes to Agent compliance.
Real estate laws are very clear on what documentation is required.
Four Seasons RETC Will:
* Review
all required documentation. This includes contracts, disclosures, addendums
and forms.
*Confirm
documents are accurately completed, signed, and dated by all parties.
*Submit
a summary of the compliance review to Include any issues identified, corrective actions taken, and recommendations to correct.
Agents are responsible for retaining a complete paper trail from listing a property or working with Buyers to closing the sale.
Copyright © 2016 Four Seasons RETC, LLC
Real Estate Assistance Made Easy
“We should just be thankful for being together. I think that’s what they mean by Thanksgiving, Charlie Brown." -Marcie