Transactions with excellence
"Bringing peace to the process."
Transaction Manager
Yvonne Uperesa
- California Real Estate License DRE# 02077282 since 2018
- C.A.R. Certified Transaction Coordinator 2018 - Present
- 5 years experience - Contract to Close
SERVICES
Compliance, Contract and Coordination Support for Brokerages and Agents.
CONTRACT TO CLOSE
Buyer / Seller contract to close includes:
- Collect contract, addendum etc and verify all signatures, initials, and dates.
- Open Escrow with Escrow/Title Co and copy Lender.
- Schedule Inspections.
- Send introduction email and contract to clients & Agent.
- Organize documents in Skyslope or other electronic file storage software for Broker compliance.
- Order HOA documents and City or County permits.
- Verify EMD has been collected and sent to escrow.
- Keep track and notify agent and clients of contractual dates & deadlines with weekly updates.
- Follow up on inspection reports, forward copies.
- Order home warranty and forward copies.
- Prepare addendums, contingency removals, extensions etc.
- Submit all documents to Brokerage for contract compliance review and audits.
- Coordinate with all parties to schedule the closing.
- Schedule final walkthrough.
- Verify final settlement statements.
EXCLUDED ITEMS
- Assist in any negotiations.
- Providing Clients with advice regarding inspection, preliminary or any other reports.
- Draft any contractual amendments, request for repairs or contingency removals without specific written instruction from an agent.
- Draft of Agent Visual Inspection Disclosure without specific written instruction from an agent.