Joanne Weil Heald

The Real Estate business is hectic, detailed and extremely customer service oriented. As your transaction coordinator I will help you, the busy agent, stay focused, efficient and organized as I manage the paperwork of your transaction from Listing to Close.

I'm able to run a transaction file from PRE contract through to closing by;

CREATING A FULL DISCLOSURE PACKET;                                             

• order Natural Hazard report,

• provide all disclosures for sellers to fill out,

• direct sellers & agent where to sign,

• draft a Receipt of Disclosures document,

• assemble a full disclosure packet in hard copy and E copy,

• upload disclosures and reports to MLS once agent has posted listing,

• make copies of packets available for serious buyers,

• send packets to potential buyers.

UPON ACCEPTANCE OF CONTRACT;                                                                    

• fill out  escrow worksheet,

• draft and distribute an escrow calendar,

• obtain & check in all disclosures and reports available,

• organize the office file AND, if desired, an agent working file,

• interface with escrow officer and lenders as need be, 

• find the best possible way, (whether that be fax, email, Fed Ex or snail mail),  to make SIGNINGS easy and doable for your client,

• obtain reports and inspections from either side as they're made available,

• monitor and track all paperwork for proper completion and signatures, 

* interface with clients and cooperating agents as need be and is comfortable for you,

• see that signed documents, reports and inspections are delivered to the client and cooperating agent,

• pay attention to contingency removal dates and the receipt of signed disclosures, reports and inspections from the other side,

• order home warranty,

• upon closing update both office and agent file to match,

• provide moral and logistical support regarding transaction paperwork and files.

REFERENCES:

Dan Weil

Village Associates, Orinda, CA

925-216-3514

Margaret Zucker

Village Associates, Orinda, CA

925-286-2328

Linda Garvey

Prudential California Realty, Orinda CA

925-963-7424

 Leila Schlein

Prudential California Realty, Orinda CA

925-899-7927