Real Estate Transaction Coordination Service

California Real Estate Transaction Coordination
Contract Management Services
"Keeping You In Compliance"

Service provided by a California Licensed Real Estate Broker
All for one flat fee to be paid at the close of escrow. Call for Info.

Serving All Areas of California

Contact: Marti Scott, 951-308-1917 or 619-203-0788
eFax: 619-330-2667
info@TransactionCoordinators.com

Our Objective: Efficient, effective management of your real estate paperwork to a timely, successful transaction closing, in compliance with the contract and various governmental agency regulations.

Transaction Coordinators (TCs) perform a variety of functions. They are not all alike. The process can be as simple as only collecting signatures on documents, to a full hands on file management. Full service includes a time line management to ensure that all deadlines are met for contingencies, tracking loan progress, and setting up inspection appointments. As a California licensed broker with over 16 years of transaction file management, I will help you manage the reams of paperwork and timelines necessary to track the progress of your home sale.

We are readily available by phone, fax and email to communicate with you. You will be notified of what to expect at the “next step” from all parties and kept informed every step of the way.

Transaction Coordinators - Marti Scott, California Transaction Coordinator - 951-308-1917 - Serving Riverside, San Diego, Orange, Los Angeles, and San Bernadino Counties
We track all the processing requirements for you.

OUTLINE OF THE PROCESS WHICH WILL BE PERFORMED ON YOUR BEHALF:

Obtain and review the offer to purchase agreement as pre-negotiated between the buyer and seller. Ensure that both buyer and seller have signed and initialed the contract, amendments and counter offers with proper dates..

Prepare a List of Contingencies for the completion of the escrow and apply/prepare a Timeline Report to track progress.

Prepare a Contact Management Sheet of the parties involved in the transaction and distribute.

Notify all parties to the transaction and introduce our role and involvement.

Prepare the Seller Disclosure Package for seller to complete using California Association of Realtors (CAR) winforms. Review for completeness upon the return by Seller. (All in accordance with: http://www.dre.ca.gov/disclosures.htm). There are over 21 types of disclosure inspections a buyer is entitled to. The TC will ensure timely inspections and/or waivers are signed by the buyer.

Open escrow and obtain the file number. Instruct buyer/agent where to deposit the earnest deposit. Review the draft escrow instructions before sent to seller for completions.

Send all the seller disclosures to the buyer or buyer’s agent for signature and return. Once returned, review the documents for completeness and all required signatures, dates, etc.

Order the Natural Hazard Report and Home Warranty Policy. Distribute copies to escrow, cooperating agent, and seller.

Consult with seller in scheduling a Termite Inspection (if required). Instruct company where to send the report.

Request the buyer/agent to order a home inspection and let the seller know when that date is. Should seller elect not to have one, prepare the “waiver of inspection” form for buyer signature. If buyer is requesting repairs or credits, review with the seller the options for response. Prepare the documents per the seller’s instructions to submit to the buyer/agent.

Follow up with escrow to ensure that the buyer has deposited the earnest deposit check and has returned their escrow documents.

Regular follow up with the buyer’s agent and buyer’s lender to find out the status of the loan progress. Ensure that the appraisal has been ordered to meet time lines.

Follow up weekly on missing paperwork from all sides of the transaction (buyer/seller/agents)

Verify 1 week prior to closing that all documents, repairs and loan documents are ready for finalization. Prepare any documentation to extend the times or demand performance.

Two days prior to closing, ensure that the loan documents have been signed by the buyer and ready for lender funding.

Discuss with seller the arrangement for transfer of keys and move out plans, including reminders for utility account transfers.

Request escrow to send an Estimated HUD Closing Statement for audit of closing costs.

Final review of the file for document compliance.

If desired, all files and documents can be maintained on a web based transaction management
platform for ease in obtaining updates on files. Storage of documents online provides ease of access to those parties entitled to have them.

Parties to a transaction include, but are not limited to:

- Buyer
- Seller
- Real estate agents for either or both sides
- Escrow Company
- Property Insurance Company
- Title Company
- Natural Hazard Reporting Company
- Lender
- Appraiser
- Moving Company
- Inspectors
- Home Warranty Company
- HOA/management company
- Repair and other vendors
- Attorney, accountant or other professional bought in by buyer or seller.
- Transaction coordinator representing the other side, if any.

IMPORTANT NOTICE:

Although the Transaction Coordinator (TC) handling your file is a California Broker licensed with the California Department of Real Estate, at no time is it to be presumed or assumed that the TC will counsel you on legal matters or negotiate on your behalf.

You may be presented with options but it would be beyond the scope of a TC to advise as to which option to choose since there is no agency relationship between the TC and any party to the transaction. If any "red flag" issues come up during the process, it may be appropriate to check with a qualified real estate attorney for advice.

Transaction Coordinators - Marti Scott, California Transaction Coordinator - 951-308-1917 - Serving Riverside, San Diego, Orange, Los Angeles, and San Bernadino Counties

Marti Scott, e-Pro, GRI, Realtor & Broker

California Real Estate License # 00480141
licensed as a Broker since 1991

"People that know Marti say she has never met a stranger"

Marti's experience includes...

Property management (both commercial and residential)
REO & foreclosure trust officer with San Diego Trust & Savings (bought by Wells Fargo)
Area manager & sales trainer for major national realty company - ZipRealty & Re/Max Properties
Acquisition manager for a McMillan Development Co
Real estate sales with several different agencies
Owner of Transaction Coordinator business with over 1,000 transactions processed

California Real Estate Broker since 1991
AS, Real Estate, Mesa College
AS, Escrow, Mesa College
Certificate in Consultancy, SDSU

Contact: Marti Scott, 951-308-1917 or 619-203-0788
eFax: 619-330-2667
info@TransactionCoordinators.com

Transaction Coordinators - Marti Scott, California Transaction Coordinator - 951-308-1917 - Serving Riverside, San Diego, Orange, Los Angeles, and San Bernadino Counties

41827 Corte Lara, Temecula, California 92592

Serving all areas of California including

Property Management, Rental Homes, Buyer Representation
Home Seller Support, Transaction Coordination
Loans, Lease Option, Creative Financing
Temecula, Murrieta, Wildomar, Menifee, French Valley, Winchester
Bank Owned, REO, Foreclosure, Short Sale
Hidden Market Realty DRE #00480141
- 951-308-1917 -