Introduce our role in the transaction and all parties. 

Review all supporting documents for completion. 

Execute and deliver C.A.R. disclosure documents and related forms. 

DocuSign and ZipForms.

Review all documents, purchase agreement, counter offers and amendments. 

Open escrow files and instructions. 

Deadline reminder email sent to all parties. 

Confirm pre-approval and verification of funds. 

Upload all disclosures, documents, reports, and warranties. 

Monitoring of deadline dates, confirmation of initials and signatures. 

Weekly status of the escrow process and transaction. 

Deliver closed broker and agent file.