Personal Touch TC’s responsibilities 

• Prepare listing docs/disclosures in transaction desk  
• Create incomplete MLS listing  
• Open Title 
• Order sign up 
• Send agent email that paperwork is ready to be reviewed (within 24 hours of  receiving listing address)  
• Send listing docs to sellers to sign  
• Upload all supplements to the incomplete listing  
• Upload photos 
• Input open houses 
• Add MLS keybox to listing  
• Send seller email listing is live and introduce myself 
• Contact HOA (if applicable)  
• Follow up on sellers’ disclosure form  
• Office compliance  

Personal Touch TC’s responsibilities:  

• Contract review  
• Send out welcome emails to all parties within 4 hours of receipt • Create summary transaction sheet with all contact information  • Monitor all timely contingencies  
• Facilitate any E-signings  
• Create addendums with verbiage from agent  
• Ensure appraisal is ordered in timely manner  
• Obtain due date for appraisal report  
• Weekly updates to sellers (Every Friday) 
• Weekly office compliance audit to ensure your office has all necessary docs  • Notify agent when the 22AR can be delivered to buyer 
• Resale Certificated/HOA- make sure these docs are ordered and delivered to  buyer 
• Office compliance within 48 hours 
• Create commission disbursement 
• Ensure escrow sends estimated settlement statement for review  • Confirm lender has clear to close 
• Confirm docs are sent to escrow  
• Confirm escrow has all receipts and/or credits 
• Send key location prior to closing 
• Ensure all parties have signing appointments 
• Provide escrow with any signing restriction or special requests • Check on closing 1 day prior to close date 
• Check in on close date to make sure we are closing 
• Send Seller, day of closing email  
• After closing- send seller Final Settlement statement for their records  • Constant communication with all parties