Transaction Management

 

Standard Transaction

• Review all documents for DPOR/Swell compliant

• Set up Home & Termite Inspections (use agent-preferred vendor)

• Order POA/HOA/Condo documents (if necessary)

• Ensure ALL timelines are met

• Communicate w/opposite agent, closing agent, lender

• Communicate w/client and ensure they are updated on the flow of the transaction

• Input documents in Sweet Assist

• Ensure all documents are prepared for closing

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Service Combo

• All Services of Standard Transaction (above)

• Home Inspection & PICRA Write-Up

  • Attend home inspection​

  • Communicate with client on repair requests

  • Write up PICRA

• Walk Through & Paperwork

  • Attend Walkthrough​

  • Ensure PICRA repairs are complete

  • Write up Walkthrough

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Sand to Sea

• Servicing of entire transaction from showing to closing

• Meet client to show property

• Write offer

• Communicate with opposite agent to ratify offer

• Attend all inspections and write up all paperwork

• Upload all documents into Sweet Assist

• Prepare all documents for closing & attend closing

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Listing Services

• Prepare all Listing paperwork

• Have all listing paperwork signed by the client

• Upload listing to MLS

• Upload pics (provided by the agent)

• Ensure listing is REIN compliant

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Sweet Assist

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Document Upload

• Create transaction in Sweet Assist

• Upload all required documents into Sweet Assist

• Ensure all documents uploaded are Swell compliant​​​​​​​