Your chosen TC will give you a call to determine your preferences and obtain additional information that will be needed to begin working with you.

Once you have a Residential Listing or an Accepted Contract you will send the ratified contract with addenda/counter offers and MLS Printout.

Your TC will provide services from contract to close.

Your TC will make every attempt to reply to your emails within 2 hours during normal business hours excluding weekends.

Your TC will become an integral part of your team and operate as an administrative and supportive resource for you and your clients. Extending as much care and consideration to your clients as you do.

Your TC will review the contract for all signatures and dates and request any missing items.

Your TC will open Escrow, request wire instructions and follow up on Earnest Money Deposits.

Your TC will request and monitor Escrow/Title and HOA documents from beginning to the end of this transaction.

Your TC will create and share a timeline with your clients and all of the parties involved in the contract within 24 hours of receipt of ratified contract (excluding weekends) and they will keep the timeline and contacts up to date throughout the transaction.

Your TC will upload the key dates of a transaction to our calendar and sync them to your calendar.

Your TC will open a broker compliance file and keep track of all documents required by your brokerage checklist, from the opening to the closing, and final document submission for the file so you can get paid.

Your TC will request signatures on all required documents and disclosures through the agents desired E-Signature program and send the documents out to the receiving parties.

Your TC will work within your current applications for document generation and compliance.

Your TC will assist in scheduling the inspections requested, the appraisal, repairs, re-inspections and the final walk through.

Your TC will continue to communicate with your client providing information of next steps and action items that may be approaching throughout the transaction.

Your TC will stay ahead of contract deadlines with reminders, assist with and follow up on contingency removals, and help with generation of repair requests. Your TC will be able to reply to your clients during business hours when you are out in the field showing houses.

Your TC will be able to assist in finding solutions and answers to questions and absolve challenges that may arise during the sale.

Your TC will keep you and your clients information private and operate with the utmost confidentiality.

Your TC will ask you to review all addenda and documents that change the terms of the contract and get your approval before sending them out.

Your TC will order a home warranty when applicable.

Your TC will follow up with Lenders and provide documents and support needed to get your client to a successful closing.

Your TC will request any settlement statements for you and your clients to review before signings are scheduled.

Your TC will assist and confirm signing appointments for closings.

Your TC will ensure that your commission demand was generated, received and signed according to your Broker’s requirements.

Your TC will request and upload all closing documents to your broker compliance file.

You TC will send your client a copy of the documents that were fully executed during the transaction just after closing.

Your TC will send all email correspondence that transpired during the transaction to your file or email just after closing.

Your TC will close out the transaction with SimplyTC and prompt final payment.

Your TC will not make changes or additions to your MLS.

Your TC will not assist with listing duties such as lockbox, photos, signage and MLS input.

Your TC will not attend meetings with the broker and take notes during meetings.

Your TC will not draft documents but will only assist in creating them with direction from the agent on which document to use and will be able to copy and paste the verbiage.

Your TC will not assist with CRM input or Marketing before or after a transaction (These services may be available in the future)

Your TC will not be working on commercial sales at this time.

Your TC will not make sales calls or work as a sales agent in marketing or lead follow up.

Your TC will assist in gathering your required disclosures for all listings in California. The TC will use Disclosure.i.o when available, and when possible will work with you in advance of the listing going LIVE, to make things simple for your clients at the time of contract.