Transaction Management Services
Need a little help, or a lot? Choose from our basic, extended or ultimate packages below.

Not ready to sign up? No worries. Be sure to still send your documents to Upload@HawaiiLife.com.
We'll upload everything into Salesforce for you.


The BASICs

For those looking to minimize expense but cover all the bases including prep, action plan, and streamlined escrow managemetn, our basic package is for you.

$250


+ WHAT WE NEED FROM YOU TO GET STARTED

Fully Executed Contracts (ie. counter, addendums, etc)
Client Name and Client Email Address (for Salesforce entry)

+ WHAT WE CREATE FOR YOU

Salesforce Transaction
Opening Escrow Instructions
Escrow Timeline
Closing Checklist

+ FAQs

Q: Will you speak to my clients for me?

No, TMs are not licensed agents.

Q: DO YOU Help WITH DROPBOX?

No, but you can find helpful tips on Dropbox.com.

Q: HOW DO I GET BILLED?

TM fees will appear on your Salesforce escrow file. This means your final commission check will include your paid TM fee.

Q: What is your CANCELLATION POLICY?

No cancellations or refunds.

Q: DO I GET A DISCOUNT IF I DON'T USE ALL OF THE SERVICES?

No.

Q: WHAT ARE MY RESPONSIBILITIES

Speaking to your Clients
Ensuring the Coop Agent & Escrow is aware of your Transaction Manager
Sending All Executed Documents to TM@HawaiiLife.com
Changing MLS Status
Contingency Deadlines

Extended Services

For those looking for extended services like docusign, addendums, and scheduling, our extended package is for you.
(Extended services highlighted in blue)

$500


+ What We Need From You To Get Started

Fully Executed Contract (ie. counter, addendums, etc.)
Client Name and Email Address


+ What We Create And Maintain For You

Salesforce Transaction
Opening escrow instructions
Escrow timeline

+ What We Send For You

DocuSign Documents (ie. releases, amendments, etc.)
Updated Timelines
Escrow Timeline Reminders
Closing Checklist to BIC

+ What We Order For You

Inspections
Surveys
Condo / Association Documents
AHS Home Warranty

+ FAQs

Q: Will you speak to my clients for me?

No, TMs are not licensed agents.

Q: DO YOU Help WITH DROPBOX?

No, but you can find helpful information on Dropbox.com.

Q: HOW DO I GET BILLED?

TM fees will appear on your Salesforce escrow file. This means your final commission check will include your paid TM fee.

Q: What Is Your CANCELLATION POLICY?

No cancellations or refunds.

Q: DO I GET A DISCOUNT IF I DON'T USE ALL OF THE SERVICES?

No.

Q: WHAT ARE MY RESPONSIBILITIES

Speaking to your Clients
Ensuring the Coop Agent & Escrow is aware of your TM
Changing MLS status
Contingency Deadlines

The Ultimate

For those looking for the ultimate package covering everything, this baller package is for you.
(Ultimate services highlighted in blue)

$1500


+ What We Need From You To Get Started

Client Name and contact information
Property Address / TMK


+ What We Create And Maintain For You

Salesforce Transaction
Assist with property research
Listing contracts
Assistance assembling listing packet
Purchase contracts / counter offers
Addenda, contingency release, etc
Audit of HL file to ensure all requirements are met for closing

Opening escrow instructions
Escrow timeline

+ What We Send For You

DocuSign Documents (ie. releases, amendments, etc.)
Escrow Timeline Reminders
Closing Checklist to BIC

+ What We Order For You

Preliminary Title Report
Inspections
Surveys
Condo / Association Documents
AHS Home Warranty

+ FAQs

Q: Will she be available on weekends?

Yes, with advanced notice.

Q: Can she work out of my personal/work Dropbox file?

Yes, for photos shared via Dropbox or Google Drive. All other documents will be stored in Salesforce.

Q: How do I pay for this service?

The $1,500 + GET fee will be taken out of your escrow via Salesforce.

Q: Is there a cancellation fee if the escrow cancels or the listing does not sell?

No if you don't get paid - we don't get paid.

Q: Can she help me with my marketing?

We will be your liaison with the Smarketing team with the added knowledge current Christie’s and Luxury Portfolio marketing opportunities.

Q: Does the $1,500 fee cover marketing costs?

No. Hawaii Life does have an ad cost sharing program.


 

Compare Transaction Management Services

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