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


+ Salesforce Escrow File

Enter Client into Salesforce
Create Salesforce Escrow File
Send Opening Instructions
Upload Executed Documents to Salesforce

Create Action Plan (Timeline)

+ Finalize Closing

Audit/Confirm All Required Documents in Salesforce
Prepare Closing Checklist
Send Closing Checklist to BIC

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


+ Salesforce Escrow File

Enter Client into Salesforce
Create Salesforce Escrow File
Send Opening Instructions
Upload Executed Documents to Salesforce

+ Manage Action Plan (Timeline)

Create an Action Plan (Timeline)
Send Action Plan Reminder to Agent
Update Action Plan During Transaction

+ Docusign, Addendums, Releases

Create + Send Contingency Releases
Create + Send DocuSign Envelopes
Create + Send Addendums/Amendments

+ Finalize Closing

Audit/Confirm All Required Documents in Salesforce
Prepare Closing Checklist
Send Closing Checklist to BIC

 

Compare Services

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


 
Complimentary Salesforce Services
These services are Hawaii Life leads. For non-Hawaii Life leads, contact Karin to find out more.
 

Escrow File Assistance

Let us create a Salesforce escrow file for you. It's a complimentary service.

$0


Enter Client into Salesforce

Create Salesforce Escrow File

Upload Executed Docs to Salesforce

Dead Or Rejected Offers

Send us your executed contract after the offer is dead. We'll take it from there.

$0


Enter Client into Salesforce

Create Salesforce Escrow File

Upload Executed Docs to Salesforce