Clear communication is essential for successful transactions. Here's how I maintain efficient communication:

Email Communication for Action Items:

• All requests for actions to be taken on a file must be made via email

• This ensures proper documentation and creates a "paper trail" for compliance

• I'm happy to discuss via text or calls, but actual work requests should follow by email

Phone & Text Communication:

• Perfect for quick updates and information sharing

• When calling, be prepared to leave a detailed voicemail with specific information

• Avoid vague messages like "call me" without context

• For actionable requests, please follow up with an email

My Promise to You:

• I have a simple template for when I receive non-actionable requests: "Thank you for reaching out. I look forward to providing leverage for you. Please reply with any ACTIONABLE INFORMATION as soon as possible so I can ensure you receive the support you need."

I provide comprehensive document assistance for all your transaction needs:

What I Can Do:

• With your specific direction, prepare addendums and amendments

• Send documents for signatures

• Ensure all documents are properly signed/initialed by all parties

• Share documents with appropriate parties

• Upload to your broker's compliance platform

What You'll Handle:

• Provide specific verbiage, terms, and conditions for documents

• Handle all negotiations

• Review and approve all documents before they're sent

• Communicate specific client requirements

Opening Process - Contract to Compliance:

• Contract review & file setup

• Compliance management with your broker

• Ensuring all parties have what they need to begin

Due Diligence & Inspections:

• Managing repairs & contingencies

• Verifying completion and documentation

Appraisal & Loan Process:

• Monitoring appraisal progress and results

• Tracking loan process and clear-to-close status

Title & Escrow:

• Requesting title work

• Monitoring progress

• Reviewing settlement statements for accurate commissions

Closing Preparation:

• Scheduling final walkthroughs

• Coordinating closing logistics

• Managing lockbox and key exchange

Post-Closing Services:

• Final documentation for compliance

• Ensuring you get paid

• Transaction completion

A successful transaction depends on clear roles and responsibilities. Here's a detailed breakdown of what I'll handle and what I'll need from you:

Agent-Owned Responsibilities:

1. Contract Negotiation & Client Advocacy

• All negotiations with the other party regarding price, terms, repairs, etc.

• Client consultations about strategy and decision-making

• Presenting offers and counteroffers to your client

• Explaining contract terms and implications to your client

• Making recommendations based on your professional judgment

2. Market & Property Expertise

• Property valuation and pricing strategy

• Market condition analysis and explanations

• Property showing and feedback collection

• Determining appropriate contingencies for your client's situation

• Setting realistic client expectations about the transaction

3. Specialized Services

• Ordering home inspections (time-sensitive and often requires negotiation)

• Home warranty selection and ordering when applicable

• Providing property access for inspections, appraisals, etc.

• Attending property inspections with your client

• Final walkthrough with your client

4. Document Review & Approval

• Reviewing all documents before they're sent to clients or other parties

• Approving final versions of offers, addendums, and amendments

• Providing specific verbiage for specialized contingencies or terms

• Final review of closing documents for accuracy

• Ensuring documents align with client's goals and expectations

5. Urgent Matters & Escalations

• Handling requests that require less than 2-hour turnaround

• Resolving disputes or conflicts between parties

• Managing emotionally charged client situations

• Addressing last-minute closing issues that require agent expertise

• Stepping in when transactions require specialized negotiation

1. Administrative & Coordination

• Managing all routine communications between parties

• Document preparation based on your specific instructions

• Tracking and managing all deadlines and contingencies

• Coordination with title companies, lenders, and other service providers

• Ensuring compliance requirements are met

2. Transaction Management

• Maintaining the transaction file and documentation

• Processing paperwork through electronic signature platforms

• Sending reminders about upcoming deadlines

• Coordinating closing logistics with all parties

• Post-closing documentation and follow-up

3. Timeline & Communication Management

• Providing regular status updates to all parties

• Tracking milestone completions

• Sending deadline reminders

• Creating and maintaining the transaction timeline

• Keeping all parties informed of progress

Standard Services:

• Contract to Close: $395

• Invoice sent after closing

• Payment due upon receipt of invoice

• 3% convenience fee charged for payments made with credit card.

Cancelled Transactions:

• I understand that not every deal makes it to closing

• If a transaction is cancelled, my fee will be reduced to $85

• This covers the work performed in opening and closing out the file