Full Service Monthly Subscription
$700 monthly subscription: Agents subscribe for a 12-month period and are billed monthly. This is a service for an unlimited number of transactions per month.
Hours: Monday – Friday, 9am – 6pm, Saturday, 9am – 5pm, Sunday 12pm – 5pm
BONUS services for Subscribers –
- Prepare all contract offer documents and addendums (or counteroffers) at the direction of the agent
- Prepare contract amendments (or counteroffers) at the direction of the agent
- Input Open House requests into Rechat
- Order sign delivery & pickup
- Prepare and order Post Cards or Brochures
- Prepare Just Listed, Open House, Under Contract, Just Sold social media graphics and text to agent for posting on social media
- Broker Bay showing instruction input
- Marketing email blast to Agent Network “Just Listed”
Compliance –
- Create Rechat transaction file.
- Prepare compliance documents in Rechat and send out for signatures.
- Listing Agreement or Buyer’s Representation Agreement
- IABS
- Affiliated Business Arrangement Disclosure
- Square Footage Disclosure (all square footage information must be provided by listing agent in order to do so)
- Send Sellers Shield to Sellers for signature (if requested)
- Request Survey and T47 (if listing agent says existing survey is available) for listings.
- Determine applicability of MUD/WCID/ECAD and obtain any required documentation.
- Send NTREIS Data Input form and Sotheby’s Amenities Sheet to listing agent to have seller complete. TC will partially complete these forms with information from previous MLS listings if available.
- Request property romance and MLS description from listing agent.
- TC will send paperwork to agent for review and signature prior to sending to client.
- Review signed documents for accuracy and completion.
Contract –
- Distribute copy of executed contract to all parties (clients, agent, escrow officer, lender)
- Send introductory email to all parties explaining Transaction Coordinator role in the transaction
- Serve as communication liaison between the lender, title company, agents, client (buyer/seller)
- Notify Office in Rechat to change status in MLS if we represent the Seller (Option, Pending, Sold)
- Create Rechat transaction file for buyers
- Upload all required documents to Rechat for review and approval
- Coordinate delivery of the earnest money deposit & option fee to title company for buyers (if requested)
- Send calendar invitations to agents and clients for all critical dates (if requested)
- Follow-up on critical dates for Option Period, Finance Approval, Survey, T-47, HOA, Initial CD
- Review contract & additional addenda for completion and accuracy; Obtain any missing initials/signatures
- Follow-up to buyer’s lender for the appraisal status, underwriting conditions, closing disclosure, final loan approval & closing documents
- Upload Amendments to contract into Rechat. (This service does not include negotiating or drafting Amendments)
- Obtain repair receipts (if applicable) & forward them to all parties prior to closing
- Follow-up on completion of CDA
- Provide list of home warranty companies to the buyer
- Reminder to turn on/off utilities
- Reminder to buyer’s agent to schedule Final Walk-Through
- Reminder to exchange keys and codes
- Schedule closing and notify all parties
- Order sign pickup post-closing
- Prepare a Just Sold Social Media Graphic using MLS image and text to agent to post
PLEASE NOTE:
- Some services may be unavailable for non-residential listings.
- Any Special Provisions verbiage must be provided by agent in writing and must be prepared by an attorney or the client.
- TEAMS app will be utilized for communication between BFSIR agent & TC’s.
- If you have any questions or concerns regarding our services, please email us: [email protected]
- TC’s Can:
- Write & facilitate amendments
- Audit and assist with Rechat compliance
- Pull CAD records
- Facilitate acquisition of support documentation
- Communicate with Sale Manager for compliance issues or concerns
Reminders for Agent:
- A La Carte services: Monday – Friday 9am – 6pm
- Full Service – Monday – Friday 9am – 6pm + same hours as weekend assistance, Saturday 9 – 5 and Sunday 12 -5
Transaction Coordinators do NOT have the ability to:
- Execute a contract
- Offer real estate advice
- Perform agent tasks, such as create CMAs
- TCs cannot activate MLS listings, post to social media accounts, initiate or facilitate concierge services, or facilitate payments or payment arrangements for 3rd party services.
- TCs cannot create social media collateral, captions for listing photographs, or process any other marketing requests until the listing is active in accordance with NAR rules and regulations.