• Serving all of California

Certified Transaction Coordinator (CTC)

Broker Compliance

Broker Compliance

As a transaction coordinator, uploading all documents to your broker portal is an important task that helps to ensure that agents and brokers have access to the necessary documents. This includes contracts, disclosures, addendums, and any other relevant documents. Uploading these documents to your broker portal helps to centralize the information and makes it easier to manage the transaction process.

Performing a final audit before the close of escrow is an essential step to ensure that all required documents have been completed and executed. This audit should verify that all documents on the broker transaction checklist are fully executed and that the file is compliant with all regulations and requirements.

Confirming all documents on your broker transaction checklist are fully executed involves verifying that all parties have signed and dated the necessary documents. This includes the purchase agreement, addendums, disclosures, and any other relevant documents. I will ensure that all required fields are completed and that all signatures are legible. Ensuring that your file is compliant involves verifying that all documents and transactions are in compliance with all relevant regulations and requirements. This includes ensuring that all necessary disclosures have been provided and that all parties have been informed of their rights and obligations. I will work closely with your broker to ensure that all compliance requirements are met and that the transaction proceeds smoothly.