Transaction Management Services
Need a little help, or a lot, choose from our basic or full services below.
 

Basic Services

For those looking to minimize expense but cover all the bases, our basic package is for you. It includes prep, creating an action plan and streamlined escrow management.

$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

Full Services

For those looking for extended services like docusign, addendums, and scheduling, our full 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

 

 

Compare Transaction Management Services

Click here for details and side by side comparison of Transaction Management services.