INTRODUCTION
TRANSACT BY DESERT SOTHEBY’S INTERNATIONAL REALTY
In real estate, details matter. Every deadline, signature, and communication is an opportunity to build trust with your Clients. At Desert Sotheby’s International Realty, we understand this and offer a full-service transaction management team to handle every aspect of your transactions, from start to finish. Our approach guarantees that your listings and sales are not only professionally managed but also enhanced with world-class marketing, communication, and reporting tools. Whether it’s the seamless preparation of listing documents, timely delivery of disclosures, or personalized marketing to elevate your property’s presence, we’ve got you covered.
We believe luxury is an experience, not a price point; and every Client deserves an exceptional real estate journey. With the collective expertise of our dedicated team, you and your Clients will experience unparalleled service. As soon as your Transaction Manager receives the fully executed listing documents, they will guide you through the next steps, including initiating your “Just Listed” marketing materials - so you’re always ahead in the process.
MEET YOUR TRANSACTION MANAGEMENT TEAM
Introducing the dedicated Transaction Management team of Desert Sotheby’s International Realty, an exceptional group of professionals with a shared goal of delivering unparalleled real estate services to both our Sales Associates and Clients. Our team’s diversity in skill and expertise ensures that every transaction, whether listing or sale, is handled with precision and care. We focus on the details so you can focus on building relationships, closing deals, and providing your Clients with the world-class service they expect.
Our goal is simple: to empower you to focus on what you do best. Let us handle the details while you continue to shine as a top-tier real estate professional.
ROBERT MOREL Managing Broker robert.morel@desertsothebysrealty.com
YVETTE REYES Transaction Manager yvette.reyes@desertsothebysrealty.com
JESSICA ALMAZAN Transaction Manager jessica.almazan@desertsothebysrealty.com
DANIELLE CARLSTON Transaction Manager danielle.carlston@desertsothebysrealty.com
COMPLIANCE compliance@desertsothebysrealty.com
DEDICATED TO HELPING YOU AND YOUR CLIENTS
THROUGH A SMOOTH AND SUCCESSFUL TRANSACTION
NEW LISTING PROCESS
DOCUMENT CREATION
Once we receive your Client’s property and contact information (address, APN, client name, email, and phone number), we will prepare all necessary listing documents within your Zipform account. After the documents are created, you will receive an email notifying you that your documents are ready for your review. You can then send the documents to your Clients for signatures, OR simply reply to our email, and we will send them to your Clients on your behalf.
If you choose to send the listing documents to your Client directly, please email a copy of the executed documents to your Transaction Manager once they are signed.
74-890 Highway 111 - Listing Document Package
Transaction Manager <tm@desertsothebysrealty.com>
To: “Seller” <seller@emailserver.com>
Hello Seller #1 and Seller #2,
My name is TM Full Name and I am the dedicated Transaction Manager for Listing Agent Full Name at Desert Sotheby’s International Realty. Listing Agent requested that I prepare our Listing Agreement and additional listing paperwork for your review.
After Listing Agent has reviewed and signed the documents, you will receive an email at seller1@emailserver.com & seller2@emailserver.com via Authentisign which will require your electronic signature. Please review and sign at your earliest convenience.
If you have any questions regarding the listing documents or this process, please reach out to Listing Agent for assistance.
We look forward to representing you on the sale of your property. From this initial listing document review to the world-class marketing and sale of your property, we treat each interaction as an opportunity to provide you with a luxury real estate experience.
Thank you,
Transaction Manager tm@desertsothebysrealty.com desertsothebysrealty.com
THE NEXT STEPS
74-890 Highway 111 - Listing Documents Received & NEXT STEPS
Transaction Manager <tm@desertsothebysrealty.com>
To: “Agent Name” <agent.name@sothebysrealty.com>
Congrats Listing Agent,
Seller signed and completed the listing agreement for 74-890 Hwy 111, Indian Wells, CA 92210. I will now prepare the first set of disclosure/advisory documents below for Client completion via Glide.
Please confirm these documents are correct. Once these documents are completed, the entire disclosure/ advisory document package will be sent for electronic signature via Authentisign or DocuSign.
Residential Disclosure/Advisory Documents
TDS - Real Estate Transfer Disclosure Statement
SPQ - Seller Property Questionnaire or ESD - Exempt Seller Disclosure (if applicable)
BP - Lead-Based Paint and Lead-Based Paint Hazards Disclosure, Acknowledgment and Addendum
MHTDS - Manufactured Home Transfer Disclosure Statement
SOLAR - Solar Advisory and Questionnaire
I have started the incomplete listing on CDAR MLS. Please review and make edits as needed. In addition, I will prepare the AVID - Agent Visual Inspection Disclosure and send for completion via Glide.
To ensure your property gets the exposure it deserves on our syndicating sites, please fill out the DASH Input form HERE prior to your target live date
Please answer these quick questions below so that I can assist you in preparing your listing for launch.
PHOTOGRAPHY
What is the scheduled date for the listing photography?
GOING LIVE
When is the target date to go live on the MLS?
Please confirm your list price: I have $1,072,000. Has this changed?
DISCLOSURES
Please provide the following Home Owner’s Association contact information if available. Community Name:
· Phone Number: HOA Fee:
JUST LISTED MARKETING
Would you like me to order your Just Listed marketing?
Social Media Graphics (Just Listed, In Escrow & Sold)
Postcard - Pano or Jumbo
Leave Behind - 2 Page Flyer, 4 Page Brochure, 8 Page Brochure
To discuss additional paid advertising options please contact Chris Bonjour directly: chris.bonjour@sothebysrealty.com
Please confirm if there is a referral or commission reduction attached to this transaction.
Will there be any commission splits on this transaction? If so, can you please provide the split details.
Thank you,
Transaction Manager tm@desertsothebysrealty.com desertsothebysrealty.com
PUBLISHING AND MAINTENANCE
MARKETING CREATION
Once the Seller signs the listing document package, your Transaction Manager (TM) sets the marketing wheels in motion. Our marketing team curates a personalized suite of materials to showcase your property. From eye-catching social graphics to elegant postcards and beautifully designed brochures, each asset is crafted to highlight the unique appeal of your listing. You will receive a response and/ or proofs within one business day for your approval, ensuring your vision is perfectly captured and ready to draw attention to your new listing.
At Desert Sotheby’s International Realty, property presentation is more than just a task - it’s a passion. We go above and beyond to make certain every property is showcased flawlessly, which is why we created Visualize by Desert Sotheby’s International Realty. Far more than a basic singleproperty website, Visualize serves as a comprehensive repository for all of your property’s media - from floor plans to social media video reels. It’s your one-stop solution, where everything comes together to bring your listings to life. Say goodbye to the hassle of organizing photos on the MLSVisualize offers an elegant and intuitive way to manage your media and see your listings truly shine.
Once your property is live on the MLS and Sotheby’s International Realty (sothebysrealty.com), you’ll receive a confirmation email, keeping you informed from the very beginning. Every month, you’ll also receive a personalized ListTrac report, giving you valuable insights into how the market is responding to your property. Meanwhile, your Seller will receive a bespoke syndication email within three business days, featuring links to the top real estate sites where their property is showcasedfulfilling the promises made during the listing appointment. Whether it’s price adjustments or open house marketing, your Transaction Manager is always ready to assist, making sure a seamless and collaborative process every step of the way.
LISTING SYNDICATION
74-890 Highway 111 - Your Listing Has Successfully Syndicated
Transaction Manager <tm@desertsothebysrealty.com>
To: “Seller” <seller@emailserver.com>
Hello Seller #1 and Seller #2,
I am the dedicated Transaction Manager for Listing Agent Full Name at Desert Sotheby’s International Realty.
Listing Agent and I are happy to share that your property has begun syndicating to over 10,000 websites, including some of the most trafficked real estate, lifestyle, and news platforms in the world.
Desert Sotheby’s International Realty’s strategic online syndication ensures your property is displayed to a qualified, worldwide audience. We do not rely solely on the local MLS. Only with us will your property have the online presence it deserves. Our listings benefit from being showcased and marketed online to California’s top feeder markets such as Texas, Utah, New York, Chicago, Mexico City, and beyond.
Our signature property distribution enables us to deliver high-quality photography, video, and augmented reality to potential buyers. Making sure your property gets the exposure it deserves is a top priority for us at Desert Sotheby’s International Realty. The magnitude of our network along with the quality of our imagery is what sets us apart from other brokerages in California.
To view your property on a selection of our premier syndication sites, kindly click on the logos below.
Thank you,
Transaction Manager tm@desertsothebysrealty.com desertsothebysrealty.com
LISTING REPORTING
REPORTING THE RESULTS
At Desert Sotheby’s International Realty, we go beyond simply listing your properties on 10,000+ websites. We provide in-depth, zip-code-level reporting that shows exactly how your marketing is performing. From tracking the number of clicks your property receives to identifying where the interest is coming from, you’ll have all the data you need at your fingertips through the ListTrac tool.
The best part? Your Transaction Manager delivers these detailed reports automatically to YOU every month - enabling you to send to your Client to maintain clear, insightful communication with your Sellers while showcasing the impact of your exceptional marketing.
NEW ESCROW: SELLER PROCESS
Your Transaction Manager provides precision in every detail of your sale. We initiate and organize your transaction file, upload all documents to the Agent HUB, and carefully review key dates and signatures. Once your property goes into Escrow, we send all updates to you and select updates to the Co-Op Agent, Escrow Company, and Seller, enabling seamless communication. We track and communicate every deadline to keep you informed while gathering all necessary disclosures confirmed on your behalf.
74-890 Highway 111 - New Escrow
Transaction Manager <tm@desertsothebysrealty.com>
To: “Seller” <seller@emailserver.com>
Hello Seller 1 & Seller 2,
Congratulations on having an accepted offer on your property! As the dedicated Transaction Manager for Listing Agent Full Name, I will work diligently to make sure this critical part of the selling process goes as smoothly and as timely as possible.
In order to open Escrow with the Escrow Company we have provided them a copy of the fully signed Residential Purchase Agreement and other necessary information. An Escrow Officer at this company will be contacting you directly for additional information they need to complete the transaction.
Escrow Company:
Escrow Company Name
Seller’s Escrow Officer Full Name escrow@escrowcompany.com
Below is a list of important contract dates and details you should keep in mind throughout the transaction.
Purchase Price: $1,000,000
Contract Deadlines:
Acceptance Date: 09/30/2024
Documents/Fees/Compliance:
Seller Delivery of Disclosure Documents: 10/07/2024
Contract Assignment Request Deadline: 10/17/2024
Contingencies:
Loan Contingency Deadline: 10/23/2024
Appraisal Contingency Deadline: 10/23/2024
Inspection Contingency Deadline: 10/17/2024
Review of Seller Documents Contingency Deadline: 10/17/2024
Close of Escrow:
Close of Escrow: 10/30/2024
Possession: Upon Recording
Thank you,
Transaction Manager
tm@desertsothebysrealty.com desertsothebysrealty.com
NEW ESCROW: SELLER DISCLOSURES
Your Transaction Manager is dedicated to full compliance with California law by managing all required disclosures with precision. We initiate the process by sending out all necessary documents, then closely monitor their completion status. Our commitment to thoroughness means we will consistently remind Clients, and if necessary, Agents, until every document is completed and signed. We are relentless in our pursuit of perfection, making sure that every detail is addressed, and nothing is left unfinished.
74-890 Highway 111 - Seller Delivery of Disclosure Documents Deadline Approaching & Updates
Transaction Manager <tm@desertsothebysrealty.com>
To: “Agent Name” <agent.name@sothebysrealty.com>
Hello Listing Agent,
Reminder - The Seller Delivery of Documents Deadline is coming up for this transaction on 10/07/2024. All provided disclosures have been attached for your approval and review.
Residential Disclosure/Advisory Documents
Residential Earthquake Risk Disclosure Statement - Received
Section 7A - Tenant Occupied Disclosure/Advisory Documents - Not Applicable to this Transaction
Section 9B(6) - Leased or Liened Items and Systems Disclosure/Advisory Documents - Not Applicable to this Transaction
Section 10 - Inspections, Reports, Tests and Certificates Disclosure/Advisory Documents
NHSD - Natural Hazard Disclosure Statement Disclosure Report - Received
Section 11A - TDS, NHSD and Other Statutory Disclosure/Advisory Documents
AVID - Agent Visual Inspection Disclosure - Missing
SPQ - Seller Property Questionnaire - Received
TDS - Real Estate Transfer Disclosure Statement - Received
Section11B - Lead Disclosure/Advisory Documents
LBD - Lead-Based Paint and Lead-Based Paint Hazards Disclosure, Acknowledgement and AddendumReceived
Section 11C and 11D - Home Fire Hardening Disclosure/Advisory Documents - Not Applicable to this Transaction
Section 11H - Withholding Taxes Disclosure/Advisory Documents - Not Applicable to this Transaction
Section 11L - Other Government Development Disclosure/Advisory Documents
C1 Disclosures
Escrow Company Name will order and provide these documents.
Section 11M - Solar Power Systems Disclosure/Advisory Documents
SOLAR - Solar Advisory and Questionnaire - Received
Section 13A and 13D - Preliminary Title Report
Escrow Company Name will order and provide these documents.
Section 32 - Legally Authorized Signer Disclosure/Advisory Documents
*Escrow Company Name to obtain and verify
I will continue working on getting these before our deadline. If you’ve already received any of these documents, please let me know.
Thank you,
Transaction Manager
tm@desertsothebysrealty.com desertsothebysrealty.com
Clients at every price point and area experienced something different, something inspiring, something we call luxury.
REDEFINE AN INDUSTRY. DO IT DIFFERENT, DO IT BETTER, DO IT RIGHT.
THE BUYER PROCESS
THE BUYER PROCESS: COMPREHENSIVE SUPPORT
At Desert Sotheby’s International Realty, we pride ourselves on offering a seamless and fully managed buying experience. From the moment we receive your executed Buyer’s Brokerage Agreement and Client info, we take care of the necessary paperwork, so that every document is in place and handled efficiently. When we receive your executed Buyer’s Broker Agreement, we will store and remind you of the critical dates, creating a secure and organized transaction file. These documents are uploaded to the Agent HUB, giving you easy access to all the necessary files throughout the process. Our team maintains the file until the contract is accepted, giving you peace of mind and allowing you to focus on your Client relationships.
UNDER CONTRACT: YOUR PARTNER IN THE DETAILS
When your Buyer moves into Escrow, we work closely with you to make certain that every crucial detail is managed effectively. Together, we create the transaction file and prepare the Buyer disclosure package for signatures, making sure everything is in place from the outset. As the purchase agreement and associated documents are executed, we upload them for your easy access whenever needed.
We believe in the power of clear communication and collaboration. That’s why we partner with you to keep all parties informed, sending timely under-contract notifications to the Co-Op Agent, Escrow Company, and Lender, so no one misses an important update. To assist your Buyer, we provide an introductory email with clear dates and Escrow details, helping them navigate the next steps with confidence. Once the earnest money is received, we’ll collect the receipt and store it, keeping everything organized.
Our role is to support you in tracking upcoming deadlines, keeping you informed and involved every step of the way. You are included in all critical milestones, which we track so that all required documents outlined in the purchase and sale agreement are completed accurately and on time, reinforcing our commitment to a successful transaction.
NEW ESCROW: BUYER PROCESS
Within one business day of receiving the executed purchase contract, your Buyer will receive an introductory email with clear dates and Escrow’s details, helping them navigate the next steps smoothly. Once the earnest money is received, we collect and distribute the receipt to all relevant parties.
74-890 Highway 111 - New Escrow
Transaction Manager <tm@desertsothebysrealty.com>
To: “Buyer” <buyer@emailserver.com>
Hello Buyer,
Congratulations on the acceptance of your Residential Purchase Agreement. As the dedicated Transaction Manager for Buyer’s Agent Full Name, I will be working diligently to make sure this critical part of the purchase process goes as smoothly and as timely as possible. We have provided the Escrow Company with the Residential Purchase Agreement and other necessary information. An Escrow Officer at this company may contact you directly for additional information they need to complete the transaction.
Escrow Company:
Escrow Company Name
Buyer’s Escrow Officer Full Name (111) 222-2222
escrow@desertsothebysrealty.com
Below is a list of important contract dates and details you should keep in mind throughout the transaction.
Purchase Price: $1,000,000
Contract Deadlines:
Acceptance Date: 09/30/2024
Earnest Money Deposit Deadline: 10/03/2024
Earnest Money Deposit: $30,000.00
**Please verbally confirm wiring instructions with the Escrow contact above.
Documents/Fees/Compliance:
Seller Delivery of Disclosure Documents: 10/07/2024
Contract Assignment Request Deadline: 10/17/2024
Contingencies:
Loan Contingency Deadline: 10/17/2024
Appraisal Contingency Deadline: 10/17/2024
Inspection Contingency Deadline: 10/17/2024
Review of Seller Documents Contingency Deadline: 10/17/2024
Close of Escrow:
Close of Escrow: 10/30/2024
Possession: Upon Recording
Attached is a PDF file of all contract documents received so far for your records. Please let Buyer’s Agent know if you have any questions.
Thank you,
Transaction Manager tm@desertsothebysrealty.com desertsothebysrealty.com
NEW ESCROW: BUYER DISCLOSURES
Your Transaction Manager is committed to a smooth and compliant buying process by managing all required disclosures with the utmost care. We promptly provide all necessary documents to the Buyer, guiding them through each step so they understand and complete everything on time. We closely monitor the progress, sending timely reminders to both the Buyer and the Agent as needed, confirming that all forms are thoroughly reviewed, signed, and returned. Our dedication to detail means that nothing is overlooked, giving you peace of mind that every legal requirement is met, and your transaction remains on track.
74-890 Highway 111 - Buyer Delivery of Disclosure Documents Deadline Approaching & Updates
Transaction Manager <tm@desertsothebysrealty.com>
To: “Agent Name” <agent.name@sothebysrealty.com>
Hello Buyer’s Agent,
Reminder - The Seller Delivery of Disclosure Documents Deadline for this transaction is coming up on 10/07/2024.
Below is a summary of the disclosures I have collected thus far. If you have received any additional documents directly, please send them my way so that I can include them in the file.
Residential Disclosure/Advisory Documents
Residential Earthquake Risk Disclosure Statement - Received
Section 7A - Tenant Occupied Disclosure/Advisory Documents - Not Applicable to this Transaction
Section 9B(6) - Leased or Liened Items and Systems Disclosure/Advisory Documents - Not Applicable to this Transaction
Section 10 - Inspections, Reports, Tests and Certificates Disclosure/Advisory Documents
NHSD - Natural Hazard Disclosure Statement Disclosure Report - Received
Section 4A - TDS, NHSD and Other Statutory Disclosure/Advisory Documents
AVID - Agent Visual Inspection Disclosure - Missing
SPQ - Seller Property Questionnaire - Received
TDS - Real Estate Transfer Disclosure Statement - Received
LBP - Lead-Based Paint and Lead-Based Paint Hazards Disclosure, Acknowledgement and AddendumReceived
Section 11C and 11D - Home Fire Hardening Disclosure/Advisory Documents - Not Applicable to this Transaction
Section 11H - Withholding Taxes Disclosure/Advisory Documents - Not Applicable to this Transaction
Section 11N - Condominium/Planned Development Disclosure/Advisory Documents
Escrow Company Name will order and provide these documents.
Section 11M - Solar Power Systems Disclosure/Advisory Documents
SOLAR - Solar Advisory and Questionnaire - Received
Section 13A and 13D - Preliminary Title Report
*Escrow Company Name will order and provide these documents.
I will continue working on getting these before our deadline. I plan to send the full disclosure packet to buyer for final online signature as soon as all documents have been received.
Thank you,
Transaction Manager
tm@desertsothebysrealty.com desertsothebysrealty.com
CLOSING PROCESS
As the transaction progresses toward closing, your Transaction Manager meticulously consolidates all disclosure documents and manages any additional signature requests via ZipForm. We make it so that all required documents are thoroughly reviewed, including any referrals, commission splits, or reductions, which are communicated to Accounting for accurate records. As we approach the final stages, your TM takes over the remaining details to guarantee a smooth and seamless closing.
This includes a comprehensive review of all fully executed documents, confirmation of any commission adjustments, and making certain that every necessary signature is in place. Once the transaction is complete, all documents are neatly organized and consolidated into a convenient PDF, which is then sent to both you and the Client for easy access. To celebrate the successful closing, we also handle the ordering of “Just Sold” marketing materials on your behalf, from social media posts to postcards, keeping your branding strong. Finally, we manage the deactivation on the listing platforms, effectively wrapping up the transaction and confirming that every detail has been expertly managed.
SUMMARY ONE-SHEET
Every Friday at 9:00 am you receive a transaction update in your inbox. From this email, you’ll see every date, and every document. Never wonder about the status of your transactions, know.
Note: One-Sheets will not be delivered on New Construction or Development transactions.
AGENT HUB
INTRODUCING YOUR NEW AGENT HUB
Your Agent HUB gives you instant access to all the transaction data and documents for your listings and transactions. Inside the HUB, you’ll find an easy-to-use timeline of events, contact details for all parties involved, and the ability to download contract documents whenever you need them.
HOW TO ACCESS THE AGENT HUB
When your Transaction Manager processes your first listing or transaction, you’ll receive an email with your username and a temporary password. Simply scan the QR code below to access the Agent HUB.
(Tip: For security, we suggest updating your password to something easy to remember during your first login.)
NAVIGATING THE AGENT HUB
Once logged in, you can easily view all your listing and transaction files, including deadlines, contract details, downloadable documents, and contact information.
TROUBLESHOOTING
If you don’t see the invitation email for your Agent HUB, first check your spam or junk folder, or search your inbox from an email from hello@opentoclose.com. If you are unable to locate your invite email or have any questions, please contact your Transaction Manager for assistance.
TRANSACTION MANAGEMENT SERVICE
TURNAROUND TIMES
NEW LISTINGS
Listing Documents: Prepared within 1 business day.
Publishing Listings: Same day if received before 3 PM; next business day if after.
SIR.com Visibility: 24 hours after going live.
Syndicated Websites Visibility: 72 hours after going live.
LISTING SERVICES
• Create and Send Listing Document Package to Agent Via ZipForm for Review and Completion
• Deliver Introduction/New Listing Email to Client on Agent’s Behalf
• Send Listing Documents to Seller for Electronic Signature on Agent’s Behalf
• Order Property Profile From Title Company
• Send All Applicable Property Disclosures
• Send AVID through Glide For Signature Only
AGENT RESPONSIBILITIES
• Provide your TM with Client Contact Information
• Provide Trust or Other Entity Documents
• Gather HOA Contact Information for Escrow and TM
• Provide MLS Descriptions to TM
• Complete the AVID and Send to TM
• Obtain and Circulate Solar Contracts
• Schedule Photography and Complete New Listing Form
NEW ESCROWS
Processing Contracts: Same day if received before 3 PM; next business day if after.
Sending Disclosures: Once all documents are received, or by the disclosure deadline.
Contract Reminders: Sent 48 hours before the deadline
File Review: Completed 5 days prior to closing.
• Send Solar Advisory and Questionnaire for Signature Only
• Upload Visual Media to Applicable Platforms
• Assist Agent in Ordering Just Listed Marketing
• Schedule Open Houses on All Platforms
• Input Listing Into MLS and SIR.com and Continually Update All Changes
• Deliver SIR Syndication Email to Agent and Client Directly
• Set Up ListTrac Statistical Report
• Preparation and Execution of Buyer Broker Agreements and Documents
• Draft and Negotiate All Purchase Agreements
• Send Buyer Broker Agreements and Documents to TM
• Order The Termite Inspection and Obtain Clearance (If Applicable)
AGENT RESPONSIBILITIES (CONT.)
• Provide Completed Inventory List(s) to TM
• Draft and Negotiate Request for Repairs and Responses
• Schedule/Order All Inspections, Closings and Walk Through
• Draft and Negotiate All Cancellations
• Assist Client with Forms Questions
SELLER AND BUYER UNDER CONTRACT SERVICES
• Deliver Introduction/New Escrow Email to Escrow, Lender, Co-Op Agent, and Client
• Deliver Property Disclosures and Obtain Client Signatures
• Launch Agent’s HUB (Location for Listing Details, Contact Information, All Documents, and Dates)
• Add Contract Deadlines to Agent’s Preferred Calendar
• Send Agent Contract Deadline Reminders Throughout the Transaction
• Collect Earnest Money Receipts
• Review and Obtain Missing Client Signatures
• Send Agent-Drafted Addenda for Client Signature
CLIENT COMMUNICATIONS
• Listing Document Package Sent for Signature
• Listing Documents Explanation Email Sent to Seller
• Listing Syndication Email Sent to Seller
• Contract Disclosures (Seller Property Questionnaire, TDS, Lead Paint, Etc.) Sent to Client for Signature
• Order Buyer Home Warranty and Distribute to All Parties
• Provide Agent with Weekly Transaction Summary (One Sheet)
• Send Closing Package of All Contract Documents to Client and Agent After Closing
• Assist Agent in Ordering Just Sold Marketing
• Manage Status Changes on MLS and All Sotheby’s systems
• Process Contract Cancellations and Make Appropriate Changes to All Systems
• Introduction/New Escrow Email Sent to Client
• Buyer Home Warranty Email Sent to Buyer
• Agent Prepared Addenda Sent for Signature and Delivery to Necessary Parties
• Obtaining Missing Client Signatures
• Consolidated Closing Package Sent to Client
UPDATED NOVEMBER 2024
Sotheby’s International Realty and the Sotheby’s International Realty logo are registered (or unregistered) service marks used with permission. Each Office Is Independently Owned And Operated. DRE #01527319
