My Process: How We Work Together
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Hours:
Monday through Friday
9:00 AM to 5:00 PM EST
Response Time Guarantee:
2-hour response time during business hours for all requests
All requests received by 2:30 PM will be processed same business day
All requests received after 2:30 PM will be processed by 10:00 AM the following business day
After Hours Communication:
I understand that real estate doesn't follow a 9-to-5 schedule. Urgent after-hours communications will be addressed on a case-by-case basis
For non-urgent matters, I'll respond by 10:00 AM the next business day
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Clear communication is essential for successful transactions. Here's how I maintain efficient communication:
Email Communication for Action Items:
All requests for actions to be taken on a file must be made via email
This ensures proper documentation and creates a "paper trail" for compliance
I'm happy to discuss via text or calls, but actual work requests should follow by email
Phone & Text Communication:
Perfect for quick updates and information sharing
When calling, be prepared to leave a detailed voicemail with specific information
Avoid vague messages like "call me" without context
For actionable requests, please follow up with an email
My Promise to You:
I have a simple template for when I receive non-actionable requests: "Thank you for reaching out. I look forward to providing leverage for you. Please reply with any ACTIONABLE INFORMATION as soon as possible so I can ensure you receive the support you need."
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I provide comprehensive document assistance for all your transaction needs:
What I Can Do:
With your specific direction, prepare addendums and amendments
Send documents for signatures
Ensure all documents are properly signed/initialed by all parties
Share documents with appropriate parties
Upload to your broker's compliance platform
What You'll Handle:
Provide specific verbiage, terms, and conditions for documents
Handle all negotiations
Review and approve all documents before they're sent
Communicate specific client requirements
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Opening Process - Contract to Compliance:
Contract review & file setup
Compliance management with your broker
Ensuring all parties have what they need to begin
Due Diligence & Inspections:
Managing repairs & contingencies
Verifying completion and documentation
Appraisal & Loan Process:
Monitoring appraisal progress and results
Tracking loan process and clear-to-close status
Title & Escrow:
Requesting title work
Monitoring progress
Reviewing settlement statements for accurate commissions
Closing Preparation:
Scheduling final walkthroughs
Coordinating closing logistics
Managing lockbox and key exchange
Post-Closing Services:
Final documentation for compliance
Ensuring you get paid
Transaction completion
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A successful transaction depends on clear roles and responsibilities. Here's a detailed breakdown of what I'll handle and what I'll need from you:
Agent-Owned Responsibilities:
1. Contract Negotiation & Client Advocacy
All negotiations with the other party regarding price, terms, repairs, etc.
Client consultations about strategy and decision-making
Presenting offers and counteroffers to your client
Explaining contract terms and implications to your client
Making recommendations based on your professional judgment
2. Market & Property Expertise
Property valuation and pricing strategy
Market condition analysis and explanations
Property showing and feedback collection
Determining appropriate contingencies for your client's situation
Setting realistic client expectations about the transaction
3. Specialized Services
Ordering home inspections (time-sensitive and often requires negotiation)
Home warranty selection and ordering when applicable
Providing property access for inspections, appraisals, etc.
Attending property inspections with your client
Final walkthrough with your client
4. Document Review & Approval
Reviewing all documents before they're sent to clients or other parties
Approving final versions of offers, addendums, and amendments
Providing specific verbiage for specialized contingencies or terms
Final review of closing documents for accuracy
Ensuring documents align with client's goals and expectations
5. Urgent Matters & Escalations
Handling requests that require less than 2-hour turnaround
Resolving disputes or conflicts between parties
Managing emotionally charged client situations
Addressing last-minute closing issues that require agent expertise
Stepping in when transactions require specialized negotiation
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1. Administrative & Coordination
Managing all routine communications between parties
Document preparation based on your specific instructions
Tracking and managing all deadlines and contingencies
Coordination with title companies, lenders, and other service providers
Ensuring compliance requirements are met
2. Transaction Management
Maintaining the transaction file and documentation
Processing paperwork through electronic signature platforms
Sending reminders about upcoming deadlines
Coordinating closing logistics with all parties
Post-closing documentation and follow-up
3. Timeline & Communication Management
Providing regular status updates to all parties
Tracking milestone completions
Sending deadline reminders
Creating and maintaining the transaction timeline
Keeping all parties informed of progress
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Standard Services:
Contract to Close: $395
Invoice sent after closing
Payment due upon receipt of invoice
3% convenience fee charged for payments made with credit card.
Cancelled Transactions:
I understand that not every deal makes it to closing
If a transaction is cancelled, my fee will be reduced to $85
This covers the work performed in opening and closing out the file