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What you can expect from your Bay to Bay TC:

»Contract Review and Execution:
Thoroughly reviewing the contract and ensuring all necessary signatures, initials, and dates are present.
Ensuring the inclusion and signing of any applicable addenda, broker-specific forms, and seller’s disclosures.

»Document Management:
Sending executed documents to relevant parties, including the client, agent, title company, and mortgage company if applicable.
Sending an introductory email with party introductions, a detailed transaction timeline, and an explanation of TC duties.

»Financial Coordination:
Ensuring the initial deposit is made and obtaining an escrow letter.
Tracking the contract’s timeline and ensuring deadlines are met, such as the loan commitment, inspection period, escrow due dates, and title commitment.
Requesting the lender to order an appraisal and following up with the listing agent on the appraisal inspection appointment.
Obtaining loan status updates throughout the transaction.
Sending deadline reminder emails and reminding lenders and buyers of loan approval deadlines.
Assisting with binding insurance and obtaining HOA contact information, application, and bylaws.

»Coordination and Communication:
Confirming the date/time of home inspection, ensuring utilities will be turned on.
Confirming the date/time of the appraisal.
Maintaining regular contact with the cooperating agent, title company, HOA, and loan officer for status updates and outstanding items.
Confirming the date/time of the final walk-through and closing.
Coordinating outgoing wires from escrow and ensuring the client receives the title company’s wire instructions.

»Client Support:
Ensuring the client receives utility transfer information.
Sending a thank-you note to the client for their business.