Transaction Management

Listing Side Transaction Management

My services include:

Compliance review of contract and accompanying documents to ensure full and accurate execution
Make email introductions as your transaction manager and supply executed documents & closing timeline to all parties
Order title services and complete agent intake forms on your behalf
Upload all reports and documents into your online cloud for easy retrieval
Prepare and circulate documents & addendums as necessary to all parties & vendors throughout transaction
Ensure HOA/Condo documents are provided per contract to the buyer & obtain receipt
Monitor and report on all contract deadlines
Alert agents to any outstanding or overdue items
Weekly email updates to all parties from contract execution through closing
Coordinate transfer of current service contracts
Obtain loan commitment, title commitment and other vendor service reports per contract
Submit compliance forms to brokerage for agent commission release
Provide commission agreements or splits to title agent
Forward ALTA/HUD to agent for review
Coordinate & schedule final walkthrough and closing time, location and date
Send out digital copy of ALTA/HUD to all parties with a "thank you" note from you
**DON'T SEE A SERVICE YOU NEED OR EXPECT? Contact me and let's discuss.**

WHAT'S THE COST?

$450 PER TRANSACTION (see fine print for $25 credit offer)

CLICK TO PLACE ORDER

BUYER Side Transaction Management

my services include:

Compliance review of contract and accompanying documents to ensure full and accurate execution
Make email introductions as your transaction manager and supply executed documents & closing timeline to all parties
Coordinate opening of escrow
Upload all reports and documents into your online cloud for easy retrieval
Prepare and circulate documents & addendums as necessary to all parties & vendors throughout transaction
Schedule inspection and coordinate appraisals with agent & ensure your buyer is provided a copy of all reports
Ensure that HOA/Condo application has been submitted in a timely manner
Ensure that HOA/Condo documents are provided per contract to the buyer & obtain receipt
Monitor and report on all contract deadlines
Alert agents to any outstanding or overdue items
Weekly email updates to all parties from contract execution through closing
Obtain loan commitment, title commitment and other vendor service reports per contract
Submit compliance forms to brokerage for agent commission release
Provide commission agreements or splits to title agent
Forward ALTA/HUD to agent for review
Coordinate and schedule final walkthrough and closing time, location and date
Coordinate obtaining all keys, clickers, gate cards, etc.
Send out digital copy of ALTA/HUD to all parties with a "thank you" note from you
**DON'T SEE A SERVICE YOU NEED OR EXPECT? Contact me and let's discuss.**

WHAT'S THE COST?

$450 PER TRANSACTION (see fine print for $25 credit offer)

CLICK TO PLACE ORDER

DUAL-SIDED TRANSACTION MANAGEMENT

my services include:

Congratulations! You have both sides of the transaction…that’s quite an achievement…and a responsibility! Let me help! I will provide concierge level, comprehensive service to all parties & vendors on your behalf. All of the services provided on Listing Side and Buyer Side Transaction Management plans are included in this Dual-Sided Transaction package.

WHAT'S THE COST?

$550 PER TRANSACTION (see fine print for $25 credit offer)

CLICK TO PLACE ORDER

FAQ: WHAT IS THE ORDERING AGENT RESPONSIBLE FOR?

Submit fully executed contract and required documents through your CRM for brokerage compliance
Submit fully executed contract documents to The TEAM Guru with order form within 1 business day of receiving contract, or as soon as practicable (form & document upload available via CLICK TO PLACE ORDER button)
Identify vendors and provide details to The TEAM Guru for follow up
Review the title report, appraisal, inspection report
Negotiate repairs or any changes to contract and provide details to The TEAM Guru to prepare addendum - I can assist with recommending & securing vendors if necessary
Perform all in-person visits, appointments, final walkthrough
Attend Closing, if required
Review and approve ALTA/HUD
Close out MLS
**NEED ASSISTANCE WITH ANY OF THIS? Contact me and let's discuss.**

FAQ: WHAT's in the fine print?

The Fine Print - Fee Payment and Guarantee

The fees for each transaction type are published and shall be paid as follows: $50 non-refundable retainer with intake order to open file. The remaining balance due at closing to be paid from agent commission proceeds, payable directly by title agent. The TEAM Guru will provide an invoice to title agent prior to closing. If the transaction cancels prior to the closing date, NO ADDITIONAL payment is required. If you don't get paid, neither do I!

The Fine Print - EARN REFERRAL CREDITS

I appreciate your business and I reward referrals! You can earn $25 in credit toward your next transaction (or other service) by referring new business to me - there is no limit to how much you can bank! If your referral retains me, YOU get $25 to use however you choose! Cannot be applied to retainer fee.

The Fine Print - Additional Services

Reading through your responsibilities and wondering how much more The TEAM Guru can take off your shoulders? A LOT! Check out my list of comprehensive a-la-carte Executive Administrative Services.

CLICK for exec admin services

Transaction ManagEment Plans

Listing Side Transaction Management

My services include:

WHAT'S THE COST?

BUYER Side Transaction Management

my services include:

WHAT'S THE COST?

DUAL-SIDED TRANSACTION MANAGEMENT

my services include:

WHAT'S THE COST?

FAQ: WHAT IS THE ORDERING AGENT RESPONSIBLE FOR?

FAQ: WHAT's in the fine print?

honest feedback from actual clients

Licensed and Certified = Peace of Mind