TransactionPRO

TransactionPRO Terms of Service

  1. Creates transaction in Skyslope- Inputs all information from MLS

  2. Enters all contacts information in Skyslope

  3. Uploads all initial paperwork to Skyslope.

  4. Introduction email sent to Escrow. outside Broker Agent and their Transaction Coordinator or Assistant

  5. Creates timelines task notifications in Skyslope (emails to agent)

  6. Has Broker sign Escrow Commission Instructions

  7. Creates CDA for agent. has Broker sign and submits to escrow

  8. Sends disclosures to Agent and Buyer or Seller for all signatures

  9. Follows up on Contingency Removal(s) and requests reports

  10. Listing: Orders NHD from Skyslope

  11. Buyers: Follow-up with escrow > Prelim & NHD report

  12. Obtains Property Profile from Title

  13. Requests & fallows up on any missing disclosures and signatures

  14. Assists in emailing/signing Addendums. Cancellations as needed

  15. Maintains communication with all parties & escrow through closing

  16. Uploads both escrow closing documents and MLS Sold

  17. Audits the file for closing and archives the file

  18. Releases check to agent

**TC DOES NOT perform Realtor Assistant Duties and does not order Termite or Home Inspection.

**TC DOES NOT perform Escrow Duties such as ordering HOA or assisting in signing Buyers/Sellers Escrow package documents.

Transaction Coordinator Fee to Zutila: $325.00 (one side) / $500.00 (both sides)

Agent's Transaction
Timeline
Download
Escrow's Timeline
Download
Zutila's Affiliated
Business Disclosure
Download
Escrow Opening
Cover Sheet
Download
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