Please note responsibilities below :-

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Transaction Coordinator's Responsibility

• Review RPA, RLA and counters for signatures

• Prepare seller and broker disclosure packets or other CAR/broker forms for clients signatures

• Monitor timelines per contract and remind agents for action

• Order NHD and Home Warranty for Listing side

• Keep track of checklist documentation requirement and completeness

• Store files electronically for up to DRE required Statue of Limitations

 

Transaction Coordinators

• DO NOT prepare or draft Escrow documentation for signatures

• DO NOT Negotiate or dictate any terms for any principals or brokers or agents.

• DO NOT draft addendums, RR, RRRR or any other CAR forms.   We can assist with Email drafts written by Agents to be included in CAR forms.

• DO NOT engage in any activity that requires physical legwork or presence pertaining to or in the course of escrow for the subject property.

 

Agent’s Responsibility

• Provide Broker Checklist and forms

• Provide Client Contacts including Email and Tel

• Provide Client Entity documentation eg: Operating Agreement or Trust cover and Signer Pages

• Draft RPA, RLA and/or AVID

• Review Escrow Instructions, Prelim Title, NHD Reports and other reports with clients

• Schedule appointments with clients for physical inspections or other activities requiring a physical presence

• Negotiate terms of contracts and repairs

• Conduct Physical and Final walk through or any physical visits to City or County or any other agencies during escrow

• Update TC or provide write-ups, changes, amendments to TC and Escrow in email/written form.