Transaction Management Services

Create disclosures and obtain signatures

Upload disclosures to MLS

Verify legal names, address, etc.

Coordinate all listing services with Defining Spaces CO, LLC

Complete MLS Entry, including photos, virtual tour, etc.

Create Marketing Brochures as needed *

Review marketing verbiage for Fair Housing Violations

Activate listing in MLS as Active or Coming Soon

Set Up ShowingTime Instructions

Status & price changes as necessary

ShowingTime email blasts

Gather Due Diligence documents from Seller

Share disclosures with Buyers Agent, collect all required signatures

Manage MLS status accordingly

Order Title/HOA & ensure delivery

Send Seller transaction calendar with explanation of contract dates

Manage important deadline dates

Submit all contract documents through brokerage portal

Deliver Due Diligence documents

Schedule Inspection

Coordinate appraisal

Deliver inspection receipts

Draft Amends, send Title any necessary Amends

Check file for compliance

Check Settlement Statements for concessions

Coordinate closing, send out reminders

Collect client testimonials

Update CTM, additional CTM support as needed

Closing CRM Management*

Send contract to Lender

Send Buyer transaction calendar with explanation of contract dates

Manage CTM syncing

Send disclosures, collect all signatures

Manage important deadline dates

Submit all contract documents through brokerage portal

Deliver Due Diligence documents

Request inspection receipts, deliver to Buyer

Draft Amends & send Title/Lender any necessary Amends

Check file for compliance

Check Settlement Statements for concessions

Order Home Warranty as needed

Coordinate closing & send out Google Calendar reminders

Collect client testimonials

Update CTM, additional CTM support as needed

Closing CRM Management *