Transform Your Business with California TC

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Buyer / Pre-Escrow

• Send initial Buyer Representation Agreement to client
• Buyer Representation Agreement monitoring and extension requests

Listing / Pre-listing
 - Review & audit listing agreement, disclosures
 - Order disclosures, seller docs, HOA docs

    - Submit to agent’s broker compliance

Transition from Listing to Contract
 - Ensure listing side disclosures are ready for buyer side
 - Upload into broker’s compliance system

Transaction / Escrow Phase (Contract to Close)
 - Introductions to all parties, open escrow
 - Confirm initial deposit
 - Monitor and manage all contingency deadlines 

    - Home Warranty ordering and coordination 

 - Order HOA docs (if applicable)
 - Order title / preliminary reports
 - Review preliminary reports, title issues
 - Draft and handle addenda, extensions, repairs (agent-provided verbiage)
 - Coordinate with lender for conditions, clear to close
 - Manage document flow (collection, signatures, delivery to parties)
 - Provide updates / status reports to agent and clients
 - Consistent file auditing through close of escrow
 - Upload to broker compliance / file submission

Post-Closing / File Delivery
 - Deliver executed broker file
 - Provide final audit / checklist
 - Coordinate post-close tasks such as removal of signage and lockboxes

• Schedule professional photography
• Schedule virtual staging (if needed)
• Coordinate sign installation
• Schedule pre-listing inspection (if requested)
• Coordinate with agent on any repairs or prep work
   

• Complete MLS data entry (based on listing intake form)
• Write and enter MLS property remarks
• Upload listing photos
• Upload floor plans and property documents
• Upload completed disclosure packet or external link
• Input open house dates (if applicable)
• Add virtual tour link or property website
• Set up ShowingTime or equivalent scheduling platform
• Sync lockbox with Supra,  Sentrilock, or other system
   

• Coordinate with agent on listing live date/time
• Change listing status to "Active" when ready
• Email MLS live link to seller once active