Real Estate Transaction Coordination Services
...offered by Lori O'Day
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listing agreement or buyer agency agreement to under contract

collect all agency documents

verify agency documents are complete

deliver documents to all parties

upload documents to Homebase & DotLoop

send reminder email to agent RE: MLS entry, lockbox, marketing materials (if listing)

schedule photographer/stager/videographer/other services (if listing)

order sign install (if listing)

add open houses to MLS as applicable (if listing)

...more
listing or purchase 
contract to close

collect all transaction documents

verify all transaction documents are complete

deliver documents to all parties

update status in the MLS (if listing)

send reminder email to update sign rider to under contract (if listing)

send reminder email to turn off lockbox (if listing)

upload transaction documents to Homebase & DotLoop

create a greensheet

schedule settlement

schedule inspections (if purchase)

...more