Our Services

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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

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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

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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

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