California Transaction Coordination Services
Licensed. Responsive. Friendly.
Transaction Coordination Services
Don't worry, you don't need to learn our process. We'll work with you to learn how you run your business and and look for ways we can take things off your plate, while also handling all of the paperwork, signatures, and compliance for your transactions.
We customize our process to each of our clients, so you can run your business exactly how you want.
We customize our process to each of our clients, so you can run your business exactly how you want.
New Listings
Review Listing Agreement
Order and Review Natural Hazard Disclosure Report and Preliminary Title Report
Prepare Packet of Seller-Signed Disclosures, Advisories, and Reports for Fast Delivery to Buyer When Offer is Accepted
Enter Listing into E-file System
New Escrows
Start by sending us the executed purchase agreement and all counter offers.
Create a Timeline of Important Dates
Open Escrow (if instructed)
Review Initial Paperwork and Request Missing Documents and Disclosures from the Cooperating Agent
Use DocuSign, E-mail, or Fax to Obtain Signatures from You and Your Client
Generate Forms in ZipForms as Necessary
Remind You When Deadlines are Approaching
Promptly Enter All Completed Documents in E-file System for Broker Review