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To help expedite your transaction, please provide the following information & return to me.  I’ve provided text below that could be copied and emailed to introduce me to the transaction parties.  I suggest you do this first thing so Clients know I am assisting you, will recognize my DocuSign emails, and so that Escrow/Title will CC me as needed.

I work with several online platforms including:

ZipFormsPlus – the recognized industry standard for electronic real estate forms and transaction management systems.  Also integrates with DocuSign.

Disclosures IO integrates with your MLS Listing.  The will allow you to easily share the disclosure package, send a group message to all that have requested a package, as well as view the Activity of those who have viewed the disclosures.*  Excellent for reporting to your Sellers.  Simply add me as a Team Member and I'll be able to help create/modify your disclosure package.  *These features only come with the paid version.

SkySlope  Broker level real estate transaction management software program.

DocuSign  Digital signing program.  Securely upload documents for signatures from anywhere - access via smartphone, tablets, laptops for easy signing without need for print, scan or fax to return

Note:  Many brokerages work with their own proprietary program.  Please check that they allow access to outside TCs.

If there is anything further I can do to help make this a smooth closing, please do not hesitate to contact me.  Thank you for your business.

INTRO TEXT [Copy the text below to send to all transaction parties, e.g. Agents & Clients]

This is to introduce Sharon King who will be assisting with the paperwork for this file.  Please make note as you may be receiving emails or DocuSign requests from her account.  Please CC her for reports & escrow info.  Her contact info is:  Sharon@TCPlus.pro.  PH:  (415) 786-0770.  Thank you

CONTACT INFORMATION

Please contact me at: Sharon@TCPlus.Pro

The following information is helpful in getting started. However, as each Agent works a bit differently, we can discuss your specific needs as we move forward.

  • Property Address or MLS#
  • Client Name(s) and Email Address
  • Escrow Company/Officer. Let me know if escrow is open, otherwise I’m happy to get the process started for you.
  • Log-in Info, e.g. Skyslope. Note I have my own accounts for ZipformPlus (Coldwell Banker), DocuSign, and Disclosures.io (Pro)