Policies & Procedures | AdvantageTransaction

Policies, Procedures, and Pricing

My General Policies

01. Communication
My preferred method of communication is email. I am open to other forms as needed. All emails received during business hours will be responded to the same day.

03.Transaction Fees
Buyer side $300
Seller Side $300
Duel Sides $550

05. Contracting Team
On occasion I may utilize the services of a subcontractor. Under these circumstances their work will be overseen by me personally to ensure quality and compliance.

02. Billing and Payment
In the event we are not paid directly by Escrow, the agent agrees to pay us directly within 3 working days of closing. Invoices will be sent via email.

04. Hours of Operation
Monday through Friday 8-8 PM PST. Weekends on a case by case basis with a fee to be determined ahead of time.

06. Confidentiality
Your confidentiality and privacy is the utmost importance to me. No information will be divulged to third parties about your business. Additional info about this is outlined in our services contract.

Transaction Coordinator Tasks
This is a list of common tasks that I will complete for you.

Handle closing documents, securely
Keep everyone informed- Introduction email will be sent providing datelines and a copy of executed contract to Listing Agent, Buyers Agent, Buyer/Seller - (Your client as appropriate) Lender and Title Company
Ensure everything is fully executed with proper dates, initials, signatures, broker information is completed and reach out for corrections as necessary and monitor compliance with the contract
Submit all required under contract documents to compliance within 48 hours of execution
Send/request disclosure packages and gather signatures
Ensure the Lender, Title Company, and Broker receive any amendments or changes to the contract
Contact title company for a copy of the EM check receipt and email receipt to co-op agent and include in compliance file
Keeping in contact with the title company and lender throughout the transaction.
Provide agent email updates on the status of the transaction
Update deadlines from amend-extends
Collect HOA documents in accordance with deadlines and email to buyer agent (if on list side) or to buyer (if on buyer side)
Order Home Warranty per contract
Coordinate and monitor status of buyers loan with Loan Officer
Confirm inspection has been set up in accordance with offer deadline
Monitor appraisal timeline and completion with lender
Remind agent to draft Commission Disp request. If TC is completing CDA request, form MUST BE approved by agent before submitting to escrow and compliance
Check-in with the Lender regarding the appraisal and any work orders or appraised value issues
Ensure represented client is provided a copy of all documents
Upload all disclosures, documents, and reports into agents online transaction management service as they are received or fully executed throughout the transaction. (if applicable)
Provide access to transaction coordinator's transaction management service 24/7 to all parties to the transaction (if applicable)
Maintain constant contact with all parties involved for status updates as well as outstanding items
Coordinate and confirm final walk-through
Schedule closing appointment for client and agent if applicable
Confirm closing date and time has been set up with the seller, buyer,agent and co-op agent in a timely manner
Confirm final recording and alert agents
Conduct a final audit of file 7 days prior to closing to ensure all documents are uploaded and the file is complete
Upload Final HUD/ CD to online transaction management service for agent compliance

This service includes all of the above (Contract to close Transaction) Plus:

BUYER'S SIDE

Upload buyers Rep Agreement and all Broker required forms
Submit all executed contracts, counter-proposals, and amendment extensions (if applicable) to lender
Arrange EMO pick up/remind the buyer to wire as necessary
Upload all forms, amendments, and addendums for compliance
Follow up on repairs and receipts
Provide utility contact info and remind buyer to transfer utilities
Coordinate Key transfer
Coordinate Closing Gift per agent instructions. (if needed)

SELLER'S SIDE

Listing Agreement and all Broker required forms
Follow up signatures of all documents
Upload all forms, amendments, and addendums for compliance
Follow up on repairs and receipts
MLS Data Input to pending inspection, pending, closed
Coordinate Closing Gift per agent instructions. (if needed)
Order For sale sign down

AGENT EXPECTATIONS

Review Escrow Instructions and settlement statements
Review Preliminary Title Reports
Negotiate repairs and/or any changes in Contract

A LA CARTE SERVICES
These are some additional services that I provide in addition to the core Transaction Management services. If there is something you need that isn't listed just ask.

Pre-Listing Management
Email Management
Lead Follow-Up
Social Media Management
Website Updates/Blog

Client Concierge
Data Entry
Flyer/Brochure Design
Basic Bookkeeping
Other

FEE SCHEDULE

Listing or Buyer Side: $300.00 - paid at closing
Dual Transaction: $550.00 - paid at closing
Special Project Work: $40.00 per hour - paid upon completion
TC Services are to be paid at closing according to Support Service Agreement

Policies, Procedures, and Pricing

My General Policies

01. Communication My preferred method of communication is email. I am open to other forms as needed. All emails received during business hours will be responded to the same day.

03.Transaction Fees Buyer side $300 Seller Side $300 Duel Sides $550

05. Contracting Team On occasion I may utilize the services of a subcontractor. Under these circumstances their work will be overseen by me personally to ensure quality and compliance.

02. Billing and Payment In the event we are not paid directly by Escrow, the agent agrees to pay us directly within 3 working days of closing. Invoices will be sent via email.

04. Hours of Operation Monday through Friday 8-8 PM PST. Weekends on a case by case basis with a fee to be determined ahead of time.

06. Confidentiality Your confidentiality and privacy is the utmost importance to me. No information will be divulged to third parties about your business. Additional info about this is outlined in our services contract.

Transaction Coordinator Tasks This is a list of common tasks that I will complete for you.

Handle closing documents, securely

Keep everyone informed- Introduction email will be sent providing datelines and a copy of executed contract to Listing Agent, Buyers Agent, Buyer/Seller - (Your client as appropriate) Lender and Title Company

Ensure everything is fully executed with proper dates, initials, signatures, broker information is completed and reach out for corrections as necessary and monitor compliance with the contract

Submit all required under contract documents to compliance within 48 hours of execution

Send/request disclosure packages and gather signatures

Ensure the Lender, Title Company, and Broker receive any amendments or changes to the contract

Contact title company for a copy of the EM check receipt and email receipt to co-op agent and include in compliance file

Keeping in contact with the title company and lender throughout the transaction.

Provide agent email updates on the status of the transaction

Update deadlines from amend-extends

Collect HOA documents in accordance with deadlines and email to buyer agent (if on list side) or to buyer (if on buyer side)

Order Home Warranty per contract

Coordinate and monitor status of buyers loan with Loan Officer

Confirm inspection has been set up in accordance with offer deadline

Monitor appraisal timeline and completion with lender

Remind agent to draft Commission Disp request. If TC is completing CDA request, form MUST BE approved by agent before submitting to escrow and compliance

Check-in with the Lender regarding the appraisal and any work orders or appraised value issues

Ensure represented client is provided a copy of all documents

Upload all disclosures, documents, and reports into agents online transaction management service as they are received or fully executed throughout the transaction. (if applicable)

Provide access to transaction coordinator's transaction management service 24/7 to all parties to the transaction (if applicable)

Maintain constant contact with all parties involved for status updates as well as outstanding items

Coordinate and confirm final walk-through

Schedule closing appointment for client and agent if applicable

Confirm closing date and time has been set up with the seller, buyer,agent and co-op agent in a timely manner

Confirm final recording and alert agents

Conduct a final audit of file 7 days prior to closing to ensure all documents are uploaded and the file is complete

Upload Final HUD/ CD to online transaction management service for agent compliance

This service includes all of the above (Contract to close Transaction) Plus:

BUYER'S SIDE

Upload buyers Rep Agreement and all Broker required forms

Submit all executed contracts, counter-proposals, and amendment extensions (if applicable) to lender

Arrange EMO pick up/remind the buyer to wire as necessary

Upload all forms, amendments, and addendums for compliance

Follow up on repairs and receipts

Provide utility contact info and remind buyer to transfer utilities

Coordinate Key transfer

Coordinate Closing Gift per agent instructions. (if needed)

SELLER'S SIDE

Listing Agreement and all Broker required forms

Follow up signatures of all documents

Upload all forms, amendments, and addendums for compliance

Follow up on repairs and receipts

MLS Data Input to pending inspection, pending, closed

Coordinate Closing Gift per agent instructions. (if needed)

Order For sale sign down

AGENT EXPECTATIONS

Review Escrow Instructions and settlement statements

Review Preliminary Title Reports

Negotiate repairs and/or any changes in Contract

A LA CARTE SERVICES These are some additional services that I provide in addition to the core Transaction Management services. If there is something you need that isn't listed just ask.

Pre-Listing Management

Email Management

Lead Follow-Up

Social Media Management

Website Updates/Blog

FEE SCHEDULE

Listing or Buyer Side: $300.00 - paid at closing

Dual Transaction: $550.00 - paid at closing

Special Project Work: $40.00 per hour - paid upon completion

TC Services are to be paid at closing according to Support Service Agreement

Advantage Transaction Services

Contact Us

01. Communication
My preferred method of communication is email. I am open to other forms as needed. All emails received during business hours will be responded to the same day.

03.Transaction Fees
Buyer side $300
Seller Side $300
Duel Sides $550

05. Contracting Team
On occasion I may utilize the services of a subcontractor. Under these circumstances their work will be overseen by me personally to ensure quality and compliance.

02. Billing and Payment
In the event we are not paid directly by Escrow, the agent agrees to pay us directly within 3 working days of closing. Invoices will be sent via email.

04. Hours of Operation
Monday through Friday 8-8 PM PST. Weekends on a case by case basis with a fee to be determined ahead of time.

06. Confidentiality
Your confidentiality and privacy is the utmost importance to me. No information will be divulged to third parties about your business. Additional info about this is outlined in our services contract.

Transaction Coordinator Tasks
This is a list of common tasks that I will complete for you.

A LA CARTE SERVICES
These are some additional services that I provide in addition to the core Transaction Management services. If there is something you need that isn't listed just ask.

Advantage
Transaction Services