“By keeping track of contingency periods and notes on transactions, Top Notch Transactions cuts out the paper chasing for me which frees me up to more effectively manage client relationships. With their help, we now run a paperless office. ”
Contract to Close
For buyer or seller side in escrow
Customize checklist to your brokerage requirements
Introduction Email to all parties
Create the transaction in your broker system with weekly uploading
Order the NHD Report, Pest Inspection, and Home Warranty
Prepare & process seller disclosures via Glide/Email/ Docusign- Listing side
Assist in executing all documents throughout the transaction
Weekly File Updates & Audits
Track contract, disclosures, deposits, reports, contingencies, HOA documents, appraisal, and loan status throughout the file
Communicate with escrow and obtain copies of required escrow documents for your broker file.
Review all documents to ensure all are executed per the broker's requirements.
Prepare & process broker required disclosures for clients & agents signatures
Timely contingency removal reminders
Provide an electronic file link to the clients at closing
Lease
For lease agreements
Introduction email to all parties
Prepare & Process broker required disclosures for clients & agents signatures
Create transaction in broker system
Upload all documents to the broker system
Review all documents to ensure all are executed per the broker's requirements.
Provide an electronic file link to the clients once the file is complete