COASTAL TITLE & SETTLEMENT
We Have More to Offer
We strive to eliminate the stresses on agents and clients associated with real estate transactions. It is our goal to ensure that all activities around real estate transactions are handled professionally with efficiency and attention to detail.
Transaction Coordination
We are happy to announce the addition of Transaction Coordination Services to our list of ethical, efficient and economical services. Rick Mabe is a certified Transaction Coordinator and Project Manager Professional with years of experience in Title Insurance, Real Estate Closings, Home Inspection, Project Management and Construction.
Flat Fee $350 Per File
A La Carte Services Available Upon Request
We Are The "Go To" For Transaction Coordination...
TC Services We Offer
• Review contract for accuracy, initials, signatures, and required addendums
• Send contract and details to clients, lenders, attorneys, and title companies
• Confirm that EMD has been delivered, obtain a copy for the file, and send a copy to the appropriate parties.
• Coordinate and schedule home, termite, well and septic inspections in accordance with agent’s direction.
• When required, send calendar invitations for all inspections to the agent and client.
• Confirm with lender that the full loan application has been completed.
• Obtain inspection reports and ensure that all relevant parties have a copy.
• Verify any repair addendums, within the contingency deadline.
• Monitor the transaction to ensure that all contingencies and deadlines are met.
• If required, obtain and distribute the HOA/PUD association resale package and CC&R’s to all appropriate parties.
• If required, review the Association Package for any violations and (if applicable) inform the agent of any violations.
• If required, get the required CIC Acknowledgment Form
• Follow up with the lender to ensure documents are turned in, and that the appraisal has been ordered and received.
• Obtain signatures for lender-required affidavits/amendatory clauses per lender/agent request
• Ensure that the title and survey (if applicable), have been ordered and are in for preparation for closing.
• Assist clients with insurance quotes, home warranty, and utility information.
• Continuously follow up to ensure all parties are prepared for closing
• Request and gather repair receipts in preparation for a final walk-through and closing.
• Consistently follow-up with the lender to confirm the loan has been submitted to underwriting and is clear to close.
• Schedule final walk-through and closing to include calendar invitations
• Request Preliminary Settlement statement for review, and confirm all appropriate parties give final approval.
***CTS will do a preliminary review of the settlement statement. However, we are not responsible for final approval or errors.***
• Confirm closing has been completed and obtain a copy of the fully executed settlement statement
• Create and distribute a PDF closing package with all contract documents to the agent and client.
• Request agent review from clients
• Send Post-Closing emails to buyer and cc agent one week after closing and on New Year’s as well as the Anniversary of sale/purchase.