Transaction Management Services

Experience full service transaction management from mutual to close for you and your clients. From office requirements to bi-weekly client updates, Released and Recorded ensures a smooth transaction with seamless communication.

Co: TMS

Lead Windermere Co Broker

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Who are you representing?
Windermere Co Office
In your opinion, would the broker on the other side of this transaction be a good fit for our WRE Co. office(s)?
(Only respond if the broker is non-Windermere)
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Deductions

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Client Contact Information

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Mutual Acceptance Bundle

Upload mutual acceptance bundle - PDF only

Your Mutual Acceptance Bundle should include: Purchase and Sale Agreement, Seller Disclosure Statement (Form 17), Legal Description, All Addenda listed on page one of the PSA, FIRPTA Certification (Form 22E), Lender Pre-approval Letter (If applicable), and the WRE Disclosures Receipt.

Maximum file size: 33.55MB

Maximum file size: 33.55MB

Maximum file size: 33.55MB

Maximum file size: 33.55MB

Additional file?

Maximum file size: 33.55MB

Maximum file size: 33.55MB

Maximum file size: 33.55MB

Maximum file size: 33.55MB

Maximum file size: 33.55MB

Maximum file size: 33.55MB

Remarks

Moreland Insurance

Check the checkbox to extend homeowners insurance support to your client, offering a smooth closing experience.

  • 65% of new homeowners indicate they'd like guidance regarding insurance at the point of sale.
  • 50% of clients who engage become a Moreland client.

Hello John and Jane,

Congratulations on your pending home purchase in Sand Point! My name is Jack Maider with Moreland Insurance, we are the affiliated insurance company for Windermere. The goal of the partnership is to provide a full, 360-degree home buying experience and to provide support for new homebuyer ’s insurance needs, especially in such a volatile market.

 

I ’d love to provide a quick consultation to discuss your specific insurance needs and how we can provide tailored solutions to ensure you are adequately protected and competitively priced. To get started, you can choose from the following:

Option 1: Give me a call or text at your convenience: 206-594-1132

Option 2: Schedule a time to chat via my Calendly link here: Meeting

Option 3: Respond to this email, and I will provide the next steps.

I look forward to assisting you with your insurance needs and making this process as smooth as possible.

Acknowledgements

I acknowledge that $425 will be paid to Released and Recorded out of my commission upon closing.
I acknowledge these are clerical services and I, the lead WRE Co. broker on this transaction, am ultimately responsible for this transaction and the information I provide.
 

ALL applicable State and City B&O taxes and transaction fees will be calculated and deducted by Windermere Co. accounting at the time of closing.

Transaction Management Services - $295

  • Introduction email sent to the broker providing a transaction summary report, printable contract-specific deadline calendar, and notes from our initial audit of the contract
  • Introduction email sent to Escrow (open Escrow), Title, Lender, and other side’s broker providing a transaction summary report and copy of PSA (minus Form 17)
  • Ensure the contract is fully executed with dates, initials, signatures, and broker information is completed
  • Draft Transaction Coversheet/Memo
  • Submit all required contract documents, including coversheet & any additional addendums to broker’s transaction coordinator for compliance & paperless file
  • 24 hour in advance email reminders to the broker of contractual due dates
  • Verify EM deposit and obtain a receipt from Escrow
  • Update deadlines due to any changes in the contract
  • Check math on Commission Worksheet and remind broker to approve it
  • Send all disclosures, documents, and reports to broker’s transaction coordinator and confirm upload onto transaction’s Paperless Pipeline file
  • Conduct a final audit of the file 7 days prior to closing to ensure all documents are uploaded and the file is complete
  • Check-In with Broker 7 days prior to closing to confirm the deadline
  • Confirm final recording and alert broker
  • Follow-Up with broker to obtain outstanding documents (if applicable)

Transaction Cover Sheet - $50

If you find yourself overwhelmed with drafting the transaction coversheet and making sure all documents at Mutual are sent into the office, we can take care of that for you.

Pre-Listing Services - $295

  • Broker contacts Processor Team & fills out provided Listing On-boarding Form
  • Introduction email will be sent to open Title and order Legal Description
  • Order sign install
  • Email sellers to prep for listing papers
  • Prepare Form 17 to send to Sellers through TD
  • Prepare listing papers in Transaction Desk
    – Listing Agreement, 7B, 22J, 22E, 22K, 35P, Form 17 etc.
    – Disclosure Packet, CO2 Alarm, Disclosure Receipt
    – WRE Form 42 (if the seller did pre-inspection)
  • Prepare Listing Input Sheet (Form 1) in Transaction Desk
  • Inform Broker when Listing Papers are ready for their review
  • Create incomplete MLS listing – upload signed supplements + photos
BROKER: Responsible for re-arranging photos
  • Send out listing docs to Agent and Sellers for signatures through TD
  • Inform Broker when Listing Papers are ready for their review
  • Confirm all listing forms have been signed and dated by sellers
  • Inform broker when NWMLS is ready for their review
BROKER: Responsible to review NWMLS Listing and change status to Active
  • NWMLS Approval: Send NWMLS Printout to seller(s) for initials
  • Fill out Transaction Memo
  • Submit all Listing Paperwork to Broker Care Team/Front Desk
  • Confirm transaction is uploaded in Paperless Pipeline
  • Assist in updating NWMLS, & File as needed

Pre-Listing Services - $0

Front Desk/Listing Coordinator:

    • Order sign install
    • Create incomplete MLS listing – upload signed supplements, photos, and input any known broker/public open houses.
      – BROKER: Responsible for re-arranging or approving photo order
    • Inform broker when NWMLS Incomplete Listing is ready for their review
      – BROKER: Responsible to review NWMLS Listing and notify when staff can change status to Active
    • Upload paperwork to Paperless Pipeline
    • Create/prepare any requested Silent Talkers
    • Create/prepare any requested standard open house flyers

Midtown Marketing team to produce any additional marketing materials as requested

      • Direct mail/Postcards
      • WeConnect e-blast
      • Adwerx
      • Social media squares
      • Custom website landing page

Transaction Cover Sheet - $0

This is the new, standard transaction coversheet and is required for every new transaction.