Our Services
Buyer’s Side Coordination
Contact sheet creation
Contract & document review for accuracy
Transaction timeline shared with all parties via Folio
Buyer welcome email with contract, key dates, & title/EMD info
Contract sent to title & lender
Survey confirmation, or ordering (if needed)
Home inspection scheduling & coordination
Request HOA documents (rules, bylaws, recent minutes)
Coordination of all amendments/signatures
EMD receipt confirmed with title company
Inspection reports forwarded to buyer & agent
Additional inspections ordered if needed
Homeowners insurance quotes (top 3 options)
Closing statement reviewed for accuracy & invoice payment
Full compliance check & file completion
Final file delivered to agent via preferred method
Utility guide shared with buyer post-closing & agent review request
Seller’s-Side Coordination
Contact sheet creation for the listing agent
Contract & document review for accuracy
Transaction timeline shared with all parties via Folio
Seller welcome email with contract, key dates, & next steps
Contract sent to title & lender
Survey confirmation with title; notify agent if survey is missing
Coordinate seller’s availability for inspections as vendors reach out
Request HOA documents (rules & regs, bylaws, recent meeting minutes)
Coordination of all amendments/signatures
EMD receipt confirmed with title company
Closing statement reviewed for accuracy & invoice payment
Full compliance check & file completion
Final file delivered to agent via preferred method
Add-On / À la Carte Services
MLS Listing information input
Deliver & Install “For Sale” sign*
Removal of “For Sale” sign*
Timeline spreadsheet creation
Purchase & Delivery of Closing Gift*
Pre-Listing Support
Open House Coordination
Looking for something not listed?
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!