How It Works
Complete the sign up form below.
You will receive a confirmation e-mail naming your assigned Transaction Manager.
OEI (Open Escrow Instructions) will be sent out for your signature and auto sent to BIC & escrow.
Your TM will create a timeline (action plan) in Salesforce.
Your Salesforce file & app will hold your escrow timeline (action plan) that your TM will maintain.
Your TM will send an introductory email to your client, coop agent & escrow.
CC your assigned TM on all correspondence throughout the escrow process.
Your TM will ensure all required documents are in Salesforce throughout the escrow transaction.
At closing, your TM will update your client’s mailing address in Salesforce.
Your TM will create & send closing checklist to your BIC on your behalf.
Dual Agency, if the same agent on each side, is $300 each. But, if it's Dual Agency and different agents on each side, then it's $500 each.