Our TC Services

• Gather all documents required from the agent
• Contact the agent if there are any documents/initials missing
• Review all compliance documents for missing dates, incorrect names, or any other errors
• Upload all documents to the appropriate brokerage back office
• Notify the agent if assistance is required when correcting returned documents
• Re-load an

• Gather all documents required from the agent
• Contact the agent if there are any documents/initials missing
• Review all compliance documents for missing dates, incorrect names, or any other errors
• Upload all documents to the appropriate brokerage back office
• Notify the agent if assistance is required when correcting returned documents
• Re-load any documents that are rejected by the compliance department
• Ensure all compliance documents are approved

• Gather all data from the agent that should be included in the listing
• Input all property data into the MLS
• Input listing description once received from agent
• Schedule listing photo appointment Upload required documents to the MLS
• Input information regarding upcoming open houses
• Upload listing photos to the MLS
• Make Listing live once agent has a

• Gather all data from the agent that should be included in the listing
• Input all property data into the MLS
• Input listing description once received from agent
• Schedule listing photo appointment Upload required documents to the MLS
• Input information regarding upcoming open houses
• Upload listing photos to the MLS
• Make Listing live once agent has approved all MLS information
• Notify agent that the listing has been made live/coming soon

•  Obtain Missing Signatures on Listing Agreements, Disclosures, etc. as Needed
• Schedule Cleaning and Staging if Needed (Agent or Client Pays)
• Schedule/Order Pictures, Drone Footage and Measurements (Agent Pays)
• Send Copies of Paperwork to Clients
• Order Home Warranty if Needed
• Call HOA to Confirm Dues/Assessments & Obtain Docs if Possible
• Add Inf

•  Obtain Missing Signatures on Listing Agreements, Disclosures, etc. as Needed
• Schedule Cleaning and Staging if Needed (Agent or Client Pays)
• Schedule/Order Pictures, Drone Footage and Measurements (Agent Pays)
• Send Copies of Paperwork to Clients
• Order Home Warranty if Needed
• Call HOA to Confirm Dues/Assessments & Obtain Docs if Possible
• Add Information into MLS (remarks provided by agent) and Showingtime
• Check Zillow, Trulia & Realtor.com for Accuracy

ONCE UNDER CONTRACT

• Retrieve All Documents Needed for Broker’s Office for File Compliance Obtain Missing Signatures on Offer to Purchase and Disclosures as Needed
• Welcome Email Sent (cc agent)
• Congrats Email Sent (cc agent)
• Change status in FlexMLS  (agent to provide access info to MLS)
• Coordinate Delivery of DD and EM Checks
• Obtain Signed Copies of DD & EM Acknowledgement
• Email Executed Paperwork to Client
• Constant Communication with Buyer’s Agent & Attorney
• Add Due Diligence Date, Walk-Through & Closing to Agent’s Calendar
• Send Client Attorney Information Sheet to be Completed by Client
• Draft/Send Repair Request & Amendments to the Contract to Clients for Electronic Signatures
• Confirm Repair Request Executed Prior to Due Diligence
• Order Home Warranty where Applicable & Send Invoice to Attorney’s Office
• Collect Repair Receipts/Invoices from Clients and Send to Buyer’s Agent
• Send Utility Information to Buyer’s Agent
• Review Closing Disclosure/HUD (agent must do final approval)
• Confirm Final Walk-Through & Key Administration
• Confirm Funds are at Attorney’s Office & Deed is Recorded
• Retrieve Documents Needed for Broker’s Office for File Compliance 
• Close out in MLS

• Review sales documents
• Obtain Missing Signatures on Offer to Purchase and Disclosures as Needed
• Change status in FlexMLS (if agents listing)
• Create new or update file
• Scan documents into back office
• Welcome Email Sent (cc agent)
• Congrats Email Sent (cc agent)
• Order home warranty (if applicable)
• Coordinate Delivery of DD and EM Checks
• Obtain Signed

• Review sales documents
• Obtain Missing Signatures on Offer to Purchase and Disclosures as Needed
• Change status in FlexMLS (if agents listing)
• Create new or update file
• Scan documents into back office
• Welcome Email Sent (cc agent)
• Congrats Email Sent (cc agent)
• Order home warranty (if applicable)
• Coordinate Delivery of DD and EM Checks
• Obtain Signed Copies of DD & EM Acknowledgements
• Notify agent of missing or incomplete/rejected documents
• Intro email to attorney & lender (cc agent)
• Set up home inspection & CL100
• Email Executed Paperwork to Client, Lender & Attorney
• Send Client Attorney Information Sheet to be Completed
• Constant Communication with Listing Agent, Lender & Attorney
• Send attorney CL100 invoice (if applicable)
• Add Inspections, Due Diligence Date, Walk-Through & Closing to Agent’s Calendar
• Confirm Repair Request Executed Prior to Due Diligence
• Confirm Appraisal is Completed Before Due Diligence
• Draft/Send Repair Request & Amendments to the Contract to Clients for Electronic Signatures
• Confirm Repair Request Executed Prior to Due Diligence
• Obtain Repair Receipts from Listing Agent
• Obtain Utility Information from Listing Agent
• Send Utility Information to Buyer’s Agent
• Order Home Warranty where Applicable & Send Invoice to Attorney’s Office
• Keep agent within contract dates
• Track IMPORTANT DATES on a calendar
• Review Closing Disclosure/HUD (agent must do final approval)
• Confirm Final Walk-Through & Key Administration
• Retrieve All Documents Needed for Broker’s Office for File Compliance 

• Review sales documents
• Create new or update file
• Scan documents into back office
• Notify agent of missing or incomplete/rejected documents
• Intro email to attorney & lender (cc agent) 
• Welcome Email Sent (cc agent)
• Congrats Email Sent (cc agent)
• Email Contract, addendums to attorney and lender
• Send attorney CL-100 invoice (if applicable)
• Keep agent 

• Review sales documents
• Create new or update file
• Scan documents into back office
• Notify agent of missing or incomplete/rejected documents
• Intro email to attorney & lender (cc agent) 
• Welcome Email Sent (cc agent)
• Congrats Email Sent (cc agent)
• Email Contract, addendums to attorney and lender
• Send attorney CL-100 invoice (if applicable)
• Keep agent within contract dates
• Track IMPORTANT DATES on calendar
• Weekly Follow up with Builders Agent