Transaction Management
Processes & Procedures
Here you'll find a general workflow for each of our Transaction Management Services, comparison chart, and schedule an intake call to review any and all of your questions. Our hope is this will ease your concerns about the handling of your transaction and make the process streamlined on both sides.
Setting Expectations
KollockEdge wants to ensure a smooth transaction by providing a basic outline of our workflow. If there is a step not mentioned in this workflow or included in the email templates, then it will be up to the agent to perform said task/send email correspondence.
Requesting
Transaction
Services
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On our Transaction Management Services Page, select "Request Service" under the service package you need for your specific transaction.
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Complete the Intake Form and submit to us. Our team will take it from there!
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You'll receive a confirmation of receipt. Workflow will follow the below based on the type of service requested.​
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Pre-Listing
Workflow
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Obtain timeline for pre-listing milestones
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Collect property details and photos from agent to enter Listing into MLS
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Send designated, approved emails based on timeline
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Once listing is approved, publish and set up showing instructions
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Marketing? If so, share details with marketing division of KollockEdge to create & share approved marketing pieces.
Listing TM Workflow
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Ensure all paperwork is completed properly and organized in the agent’s system
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Monitor milestones to help keep track of deadlines
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Handle all conveyancing items – all fees paid will be reimbursed to KollockEdge or agent pays upfront
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Submit fee/reimbursement sheet
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Will send out periodic emails throughout the process. We have current templates that will be updated to match each client’s information and any additional information needed. Other emails sent will be in response to questions and concerns. Agent will be copied on email correspondences.
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If you have additional pre-set emails as part of your usual process, KollockEdge will only send out if it can be adopted to our current templates/timeline. Anything else will be the responsibility of the agent to send out.​
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Buyer TM Workflow
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Services begin once AOS is signed, everything prior to this point will be the responsibility of the agent
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Ensure all paperwork is completed properly and organized in the agent's system.
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Monitor milestones to help keep track of deadlines
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Will send out periodic emails throughout the process. We have current templates that will be updated to match each client’s information and any additional information needed. Other emails sent will be in response to questions and concerns. Agent will be copied on email correspondences
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If you have additional pre-set emails as part of your usual process, KollockEdge will only send out if it can be adopted to our current templates/timeline. Anything else will be the responsibility of the agent to send out.
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Submit fee/reimbursement sheet
Conveyancing Workflow
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Handle all conveyancing items – all fees paid will be reimbursed to KollockEdge or agent pays upfront
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Order Tax & Utility Certs​
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Order, Schedule & Obtain U&O Cert, as needed
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Will coordinate with sellers to schedule the inspection​
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Order & Obtain HOA docs as needed​
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Order Mortgage Payoff (as long as seller provides authorization)
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Conduct Domestic & PACER searches, as needed
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Order/Review Title Commitment
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F/U on Mortgage Commitment
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Request Settlement Notice
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Submit fee/reimbursement sheet
Rental
Workflows
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Ensure all paperwork is completed properly and organized in the agent’s system
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For listings - enter into MLS
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Will send out periodic emails throughout the process. We have current templates that will be updated to match each client’s information and any additional information needed. Other emails sent will be in response to questions and concerns. Agent will be copied on email correspondences
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If you have additional pre-set emails as part of your usual process, KollockEdge will only send out if it can be adopted to our current templates/timeline. Anything else will be the responsibility of the agent to se
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