SERVICE HOURS  Mon-Fri 9am-5pm ET 
770.545.5648 info@helloleverage.com

A National Transaction & Listing Coordination Company for

real estate agents

SERVICE HOURS  Mon-Fri 9am-5pm ET 
770.545.5648 info@helloleverage.com

A National Transaction & Listing Coordination Company for

real estate agents

Transaction Management

SERVICES INCLUDE: 

  • Review contract for accuracy and obtain missing documents and/or signatures
  • Follow Broker Procedures to submit contractual documents to your office
  • Complete Notice of Contract & Notice of Closing forms and send
  • Sent Contract to Lender with introduction
  • Send Contract to Attorney or Title Company with introduction
  • Send your Buyer or Seller introduction
  • Send Co-op introduction
  • Send you reminders of contract deadlines
  • Draft the Commission Agreement, send for signatures & send to attorney or title company
  • Create Buyer Brokerage and Affiliated Business Disclosure – obtain signature
  • Gather utility information
  • Confirm Lender ordered title
  • Track appraisal & notify parties of results
  • Track the loan status of the Buyer and update weekly
  • Schedule Termite inspection and distribute letter
  • Draft Amendments, circulate for signatures, and distribute to professional parties – Except Inspection Addendum*
  • Coordinate Survey Order with Attorney or Title Company
  • Verify Clear to Close with the lender
  • Send directions and confirm wiring instructions have been received
  • Send commission agreement to Attorney or Title Company
  • Order home warranty and send to Attorney or Title Company
  • Verify Attorney or Title Company and Lender have all amendments
  • Confirm Package received by Attorney or Title Company
  • Request Settlement Statement and send to you
  • Verify that your Broker has all required documents
  • Request Pay at Close to Broker (if applicable)
  • Coordinate closing time and location. Inform all parties, send directions, update calendar and send reminders.
  • Obtain DA details; Ensure DA is available for closing and share with Attorney or Title Company (if applicable)
  • Close out transaction in MLS and broker platforms.
  • Agent will handle the home inspection, negotiation and amendment to request repairs.*

TASKS MAY VARY BY STATE