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What we do to ensure a smooth transaction


. Review all documents for deadlines and accuracy

. Email executed contract and addendums to all parties with and introduction as a member of your


. Obtain Escrow Receipt and submit file for compliance



. Review and submit all necessary disclosures for Broker Approval

. Submit Commission Disbursement form and submit to Title



. Confirm home and/or termite inspections and inform all parties

. Follow up on repairs for receipts and/or photos



. Confirm the buyer has completed initial application and disclosures

. Assist with contract documents as needed

. Make sure appraisal has been ordered, scheduled, and follow with agents

. Obtain loan status throughout the transaction

. Follow up with deadline reminder emails

. If needed assist buyer with Home Owners Insurance



. Request and obtain copies of HOA docs and provide documents to buyer and buyer's agent

. If required, ensure buyer completes application and provide Approval to the title company



. Assist with contract documents as needed

. Verify if there is a prior Survey/ Elevation Certificate (if needed) or confirm one is ordered and

   received prior to closing 

. Request a copy and review Title Commitment

. Request for a copy of lien/permit search report and Estoppel



. Schedule final walk-through

. Follow up on Cleared to Close status from all parties

. Coordinate closing time and place with all parties

. Provide Disbursement Authorization to Title Company

. Review Closing Statement and Approval from Agent

. Follow-up on lender's closing documents delivered to the title company for closing

. Follow-up on final closing and funding and obtain copy of the signed statement

. Congratulations email to all parties



What sets us apart from other TC services, we consistently deliver the tools necessary for you to achieve a finely tuned work-life balance, and we make it our mission to help you stay focused and have a smooth process from contract to closing.

Organized Desk

Bilingual Team

In today’s globalized world, chances are you’re working with clients from more than one country. Our team is fluent in English and Spanish.

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