example
menu of services
Please keep in mind that we create a custom task and checklist for each Agent we work with. The lists below are meant to serve as an example as to the tasks HomeFile can handle for you.
COLLECT
Collect contracts, addendum, buyer due diligence, agency agreements, mold disclosures, lead paint disclosure, etc.
VERIFY
Verify signatures, initials, and dates are acknowledged on all documents
COMMUNICATION
Send detailed intro emails to listing agent, buyer, lender and title co.
TRACK DEADLINES
Track contract deadlines and notify agent of important dates
LENDER NETWORK
Send contract, addendum, and other pertinent documents to Lender
TITLE ORDER
Send purchase contract, addendum, and custom transaction cover page to Title/Escrow Company, order title report
will work with buyer and title co to coordinate any necessary 10-31 exchange or POA paperwork
ORDER TERMITE INSPECTION
upon request
VERIFY EMD
Check with the buyer to ensure they have EMD instructions and obtain verification from title co
COLLECT AND DISTRIBUTE
Collect preliminary title reports, seller’s property condition disclosures, and any other required forms per contract from the listing agent and send to buyer’s agent for review
COORDINATE HOME INSPECTION
Obtain home inspection details and coordinate with the opposite agent
FOLLOW-UP WITH INSPECTOR
Follow up with home inspector and get copy of home inspection report for file
APPRAISAL
Follow up with buyer’s lender on appraisal at three milestones: ordered, scheduled, received
CLOSING DISCLOSURES
Follow up with title/escrow company to make sure they have received the closing package +
Agent has received a copy of the ALTA
BROKERAGE FILE
Verify agent’s “Brokerage” file to make sure all required documents are uploaded and approved so agents get paid on time
SCHEDULE CLOSING
Coordinate with buyer to schedule closing on their behalf; notify proper parties of settlement details
MOVING LOGISTICS
Work with buyers to coordinate moving company, any applicable moving truck, parking permits, service elevator, etc...
UTILITIES
Transfer utilities on behalf of client upon request
GREEN SHEET
Create the green sheet and obtain the DA
GET YOU PAID
Forward DA to title/escrow company and notify of commission check instructions
ORDER INSPECTION
Schedule home inspection with all parties
FOLLOW-UP WITH INSPECTOR
Follow up with home inspector and get copy of home inspection report for file
APPRAISAL
Follow up with buyer’s lender on appraisal at three milestones: ordered, scheduled, received
CLOSING DISCLOSURES
Follow up with title/escrow company to make sure they have received the closing package +
Agent has received a copy of the ALTA
BROKERAGE FILE
Verify agent’s “Brokerage” file to make sure all required documents are uploaded and approved so agents get paid on time
SCHEDULE CLOSING
Coordinate with buyer to schedule closing on their behalf; notify proper parties of settlement details
MOVING LOGISTICS
Work with buyers to coordinate moving company, any applicable moving truck, parking permits, service elevator, etc...
UTILITIES
Transfer utilities on behalf of client upon request
GREEN SHEET
Create the green sheet and obtain the DA
GET YOU PAID
Forward DA to title/escrow company and notify of commission check instructions
LISTING
COORDINATION
Includes pre-listing support + Contract to close
COLLECT
Collect new listing data input form, exclusive right to sell/agency agreement, and seller’s property condition disclosures
SIGNAGE
Order signpost installation
PHOTOGRAPHY
Order property photoshoot with virtual tour
SHOWING SERVICE
Set up listing with showing service (upon agent request)
MLS DATA ENTRY
Enter listing on the Multiple Listing Service
ORDER TITLE
Order preliminary title report and required forms from title/escrow company
DOTLOOP
Upload all listing paperwork into agent’s back office management platform
COLLECT PAPERWORK
Once offer is received, collect contract, addendum & all additional paperwork
INTRODUCTION EMAIL
Send introduction Email to buyer’s agent
SEND INFO TO BUYER AGENT
Send to buyer’s agent: preliminary title report, seller’s property condition disclosures, HOA information & CC&R’s (if available)
ORDER UPDATED TITLE
Send purchase contract, addendum, recap sheet and MLS print out to title/escrow Company. Order updated title report.
EMD
Verify from buyer’s agent that earnest money was deposited per contract date; obtain verification for file
FOLLOW UP
Follow up with title/escrow company if title report is not received within three business days from ordering
TRACK DEADLINES
Keep track of contract deadlines and add contingencies to Agent's calander
HOME WARRANTY
Order home warranty and get information to title/escrow company
BROKERAGE FILE
Verify agent’s “Brokerage” file to make sure all required documents are uploaded and approved for commission
FINAL DISCLOSURE
Follow up with title/escrow company to make sure agent/client gets ALTA
SCHEDULE CLOSING
Obtain settlement details and notify seller and agent
GET PAID ON TIME!
Submit greensheet, obtain DA and send to title co. to ensure agent is paid on time.
Follow up with title/escrow company with instructions for commission checks
REMOVE SIGNS
Order signpost removal