- Open and manage transaction files in the management platform from executed purchase agreement through close of escrow.
- Review contracts, addenda, and disclosures to ensure files are complete and documented.
- Track and proactively monitor transaction deadlines, including contingency periods and inspection windows.
- Act as the primary point of contact between agents, clients, escrow/title officers, and lenders.
- Prepare and route documents for electronic signatures.
- Ensure transaction files meet California and brokerage compliance standards.
Compliance