Transaction Management Services

MT: TMS

Transaction Services Menu

Choose your level of service:

Lead Midtown Broker

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What is your role in the transaction?

Moreland Insurance

Part of the value Windermere provides is a full-service home buying experience. That's why Windermere partners with Moreland Insurance to offer non-obligatory homeowners insurance quotes to fit your client’s needs.

Hello [Client Name],

Congratulations on your pending home purchase in [community name]! My name is Jordan with Moreland Insurance, we are the affiliated insurance company for Windermere. The goal of the partnership is to provide a full, 360-degree home buying experience and to provide support for new homebuyer ’s insurance needs, especially in such a volatile market.

I’d love to provide a quick consultation to discuss your specific insurance needs and how we can provide tailored solutions to ensure you are adequately protected and competitively priced. To get started, you can choose from the following:

Option 1: Give me a call or text at your convenience: 206-594-1132

Option 2: Schedule a time to chat via my Calendly link here: Meeting

Option 3: Respond to this email, and I will provide the next steps.

I look forward to assisting you with your insurance needs and making this process as smooth as possible.

This competitive property insurance quote will be provided to your client

Subject Property

Subject property address
Subject property address
Multiple offers?

Transaction Details

$
Input price without commas.
$
Input price without commas.

Escrow Information

Commission Credit to Buyer or Seller

$

Referrals and Payouts #1

Examples: A referral payment to a non-Midtown real estate agent or relocation company, purchase of a home warranty, or payment to an outside vendor (stager, contractor, etc.). Multiple recipients allowed (enter first recipient below to generate new section for additional recipients).
$
Recipient #1 - Name
Recipient #1 - Name
Recipient #1 - Address
Recipient #1 - Address

Referrals and Payouts #2

Click to add an additional referral/payout

Referrals and Payouts #3

Click to add an additional referral/payout

Referrals and Payouts #4

Click to add an additional referral/payout

Midtown Broker #1 Compensation Specifics

Multiple recipients allowed (enter first recipient below to generate fields for additional recipients).
Broker #1 - Name
Broker #1 - Name
Is the broker compensation a percentage or flat fee?
$
%
$
$
$
Midtown matches $5
$
Additional deduction?
$

Midtown Broker #2 Compensation Specifics

Click to add an additional Broker

Midtown Broker #3 Compensation Specifics

Click to add an additional Broker

Midtown Broker #4 Compensation Specifics

Click to add an additional Broker

Mutual Acceptance Bundle

Upload mutual acceptance bundle - PDF only
Your Mutual Acceptance Bundle should include: Purchase and Sale Agreement, Seller Disclosure Statement (Form 17), Legal Description, and ALL Addenda listed on page one of the PSA, plus the FIRPTA Certification (Form 22E), the Windermere Disclosures packet and receipt, and the MLS Agent Detail. Also include the Earnest Money Receipt (if you do not have the Earnest Money Receipt yet, please send it to your office transaction coordinator once received).

If documents have already been sent then disregard the upload.

Maximum file size: 33.55MB

Maximum file size: 33.55MB

Maximum file size: 33.55MB

Maximum file size: 33.55MB

Additional file?

Maximum file size: 33.55MB

Maximum file size: 33.55MB

Maximum file size: 33.55MB

Maximum file size: 33.55MB

Maximum file size: 33.55MB

Maximum file size: 33.55MB

Remarks

Testimonial Tree

Your office team or transaction processor is happy to request a Testimonial Tree client review on your behalf.
Do you want a Testimonial Tree review sent to your client?

Moving Link

Windermere Midtown is happy to share information about Moving Link's services with your client on your behalf.
Do you want your client to receive a Moving Link communication?
Congratulations on the pending purchase or sale of your home! We know you have lots on your plate right now so we wanted to share a useful tidbit if you are looking for help with an upcoming move. Our clients have had good success working with Moving Link, which is not a mover but rather a moving consultant. Based locally (Redmond), Moving Link can advise you on the best moving services for your specific needs AND be your face to the moving industry. They will: be your advocate with movers, broker competitive rates from different providers in an unbiased way, give you an easy way to compare bids, and provide quality assurance for your move.

If Moving Link is a service that you’d like to explore, you can reach out to them at 425-882-7882 or info@movinglink.com. Windermere has no formal affiliation with Moving Link, but we see them as a valuable partner in our clients’ real estate journeys so we wanted to be sure you knew about them if you need their help!

We wish you all the best with your upcoming move!

Patrick Chinn
Owner & Designated Broker
Windermere Real Estate / Midtown

Acknowledgements

I acknowledge I am signing up for a Digital Cover Sheet and will be charged $50 once the transaction closes.
I acknowledge I am signing up for full Transaction Processing and will be charged $295 once the transaction closes.
I acknowledge these are clerical services and I, the lead Midtown broker on this transaction, am ultimately responsible for this listing and the information I provide.

 

ALL applicable State and City B&O taxes and transaction fees will be calculated and deducted by Windermere Midtown accounting at the time of closing.

Transaction Cover Sheet - $0

This is the new, standard transaction coversheet and is required for every new transaction.

Pre-Listing Services - $0

Front Desk/Listing Coordinator:

    • Order sign install
    • Create incomplete MLS listing – upload signed supplements, photos, and input any known broker/public open houses.
      – BROKER: Responsible for re-arranging or approving photo order
    • Inform broker when NWMLS Incomplete Listing is ready for their review
      – BROKER: Responsible to review NWMLS Listing and notify when staff can change status to Active
    • Upload paperwork to Paperless Pipeline
    • Create/prepare any requested Silent Talkers
    • Create/prepare any requested standard open house flyers

Midtown Marketing team to produce any additional marketing materials as requested

      • Direct mail/Postcards
      • WeConnect e-blast
      • Adwerx
      • Social media squares
      • Custom website landing page

Transaction Management Services - $295

  • Introduction email sent to the broker providing a transaction summary report, printable contract-specific deadline calendar, and notes from our initial audit of the contract
  • Introduction email sent to Escrow (open Escrow), Title, Lender, and other side’s broker providing a transaction summary report and copy of PSA (minus Form 17)
  • Ensure the contract is fully executed with dates, initials, signatures, and broker information is completed
  • Draft Transaction Coversheet/Memo
  • Submit all required contract documents, including coversheet & any additional addendums to broker’s transaction coordinator for compliance & paperless file
  • 24 hour in advance email reminders to the broker of contractual due dates
  • Verify EM deposit and obtain a receipt from Escrow
  • Update deadlines due to any changes in the contract
  • Check math on Commission Worksheet and remind broker to approve it
  • Send all disclosures, documents, and reports to broker’s transaction coordinator and confirm upload onto transaction’s Paperless Pipeline file
  • Conduct a final audit of the file 7 days prior to closing to ensure all documents are uploaded and the file is complete
  • Check-In with Broker 7 days prior to closing to confirm the deadline
  • Confirm final recording and alert broker
  • Follow-Up with broker to obtain outstanding documents (if applicable)

Transaction Cover Sheet - $50

If you find yourself overwhelmed with drafting the transaction coversheet and making sure all documents at Mutual are sent into the office, we can take care of that for you.

Pre-Listing Services - $295

  • Broker contacts Processor Team & fills out provided Listing On-boarding Form
  • Introduction email will be sent to open Title and order Legal Description
  • Order sign install
  • Email sellers to prep for listing papers
  • Prepare Form 17 to send to Sellers through TD
  • Prepare listing papers in Transaction Desk
    – Listing Agreement, 7B, 22J, 22E, 22K, 35P, Form 17 etc.
    – Disclosure Packet, CO2 Alarm, Disclosure Receipt
    – WRE Form 42 (if the seller did pre-inspection)
  • Prepare Listing Input Sheet (Form 1) in Transaction Desk
  • Inform Broker when Listing Papers are ready for their review
  • Create incomplete MLS listing – upload signed supplements + photos
BROKER: Responsible for re-arranging photos
  • Send out listing docs to Agent and Sellers for signatures through TD
  • Inform Broker when Listing Papers are ready for their review
  • Confirm all listing forms have been signed and dated by sellers
  • Inform broker when NWMLS is ready for their review
BROKER: Responsible to review NWMLS Listing and change status to Active
  • NWMLS Approval: Send NWMLS Printout to seller(s) for initials
  • Fill out Transaction Memo
  • Submit all Listing Paperwork to Broker Care Team/Front Desk
  • Confirm transaction is uploaded in Paperless Pipeline
  • Assist in updating NWMLS, & File as needed