top of page

PROCESS A TRANSACTION

Congratulations on your sale !

INTRODUCTION

 

Please read the following items VERY CAREFULLY. It will keep both

of us from losing our licenses and being sued in a court of law !

Included on this How To Process A Transaction page is all the

information you need to completely process your transaction.

It is extremely important that you follow ALL the instructions

properly to have a smooth transaction and avoid being sued by clients

and losing your license. Being an agent for a real estate transaction

is a serious undertaking that needs to be conducted with the utmost

professionalism and thoroughness to every detail.

If you do not feel comfortable processing your transaction yourself and/or, if you prefer to spend your time acquiring your next sale, then using our in-house professional Transaction Coordinator is highly

recommended. 90% of agents use a TC. The fee for CURB’s in-house Transaction Coordinator to process

your entire transaction is $995 for the VIP Contract to Close Service or $395 for the Standard TC Service

To have your own personal Transaction Coordinator handle your paperwork, please contact: CurbCA@CURB.estate or 888-279-4230 x 2 

Talk about one-stop-shop, CURB has our own in-house escow company, Better Escrow, for you and your buyers and sellers to utilize. When representing a seller (or even buyer), we will open escrow for you with Better Escrow. Keeping your transaction under one roof and one phone call is priceless. There is NO additional fee for our Escrow service. Tessa, CURB's escrow officer, will be processing your escrows.

 

Plus, when you are using our in-house Transaction Coordinator service they will even set up all

your escrows for you. ..One less thing for you to deal with.  Literally one call and one person does it all for you. 

 

* CURB bonus; when you use Better Escrow you get paid directly into your bank account the same day your transaction closes !  Tessa@BetterEscrowService.com or 818-962-2367

HOT TOPICS 

Important Items To Processing a Transaction

AGENCY DISCLOSURES

BEFORE engaging in ANY aspect of a transaction with a buyer or seller you must get an Agency Disclosure signed by your clients. This is the very first item that needs to be signed and dated before anything else.

DEPOSIT CHECKS

NEVER NEVER NEVER (..did I say never ?) receive a deposit check from a buyer.
In order to get a buyer's deposit into escrow after an offer is signed and accepted, simply give the buyer the phone number and email address to the Escrow Officer handling their transaction. The Escrow Officer will let your buyer know how to get their deposit into escrow properly.

PRELIMINARY TITLE REPORTS

Agents must read Preliminary Title Reports.
Contact your Escrow / Title officer right away if you notice anything outstanding in the report. Your Escrow Officer will then take the necessary steps to rectify the issues.

TDS (Transfer Disclosure Statement)
In the agents portion of the TDS, make sure you note EVERY issue you see with the property during your own preliminary visual inspection, as well as your final visual inspection with the buyer the day before escrow closes. Even a brand new house has issues, so make sure you note all outstanding items.  If no items are noted it will bite you later! Taking photos of issues is a fanny saver.

EMAILS

Keep ALL emails on every transaction in your email server, and/or your transaction file for 3 years.
Get EVERYTHING in writing or email. ..If it’s not in writing, you ain’t got doodly-squat.

LEGAL ISSUES

If you have any concerns regarding the legal or ethical nature of your transaction, please call CURB Realty to discuss the issue before you take action. If you are a CAR member you also have access to contact an attorney for free: legalhotline@car.org or 213-739-8282

transaction checklist

HOW TO START A NEW TRANSACTION 


If you are utilizing CURB’s amazing in-house Transaction Coordinator service:

Do not open an escrow, your personal CURB TC will do this for you

Listing Agreements need to be submitted within 24 hours of sellers signature - CurbCA@CURB.estate

An additional fee of $300 will be charged for Listing Agreements not received within 24 hrs.

Cover Sheets

 

Sales

As soon as you have a signed accepted Purchase Contract send a Sales Sheet to: CurbCA@CURB.estate

Referrals

As soon as you have a signed accepted Referral Agreement send a Referral Sheet to: CurbCA@CURB.estate

Leases

As soon as you have a signed accepted Lease send a Lease Cover Sheet to: CurbCA@CURB.estate

All Cover Sheets MUST be submitted to our TC within 24 hours of obtaining an accepted contract, as the Department of Real Estate requires brokerages to maintain a current record of all active transactions. 

An additional fee of $300 will be charged for Cover Sheets not received within 24 hrs.

Obtaining Transaction Forms

Log into your glide account: Glide loginWhen logging into Glide, use the C.A.R. log in option and enter your CAR login information. If you do not remember your CAR login information please contact CAR: 213-739-8200Contact CAR  If you have problems logging in to glide please contact glide at: support@glide.com

glide assistance:

* glide.com

* glide Tutorial

* glide Training Videos

* glide Webinars 1

* glide Webinars 2

* glide Signatures

* glide Help

Local Disclosures

Additional required local disclosures are not in the CAR forms library.
Please call your local real estate board or MLS to get the list of the required local disclosures for the area where the property you are selling is located. This is mandatory. You can be held legally liable by your buyers & sellers for not including all the necessary forms for your local area. 
If you are using a Transaction Coordinator you are still required to do this.

Transaction Notes

Saving your notes will make the difference in you winning or losing a lawsuit with a buyer or seller. “If it’s not in writing, you ain’t got squat.” Make sure to upload all your notes, emails, etc, into your transaction.

When the above information is complete please send an email to: CurbCA@CURB.estate to let us know your new transaction has been posted and ready to begin. After we receive your email your personal Transaction Coordinator will then contact you back and begin processing your transaction right away and work with you acquiring the rest of the required forms and signatures.

* When contacting your TC please let us know which Transaction Coordination service you would like; Basic or VIP. More info on our TC services: CURB Transaction Coordination Services

* When filling out forms make sure to use your own address, telephone number and email where required.

* If scanning paper documents, please scan all documents at: 72 dpi. This is the best resolution to maintain clarity and avoid having too large of a file.

* Please send ALL forms affiliated to transactions to: CurbCA@CURB.estate (Including forms that require brokers signature). Only AFTER you have been assigned to your TC, please send ALL forms to that TC.

If you are processing your transaction yourself:

Do not open an escrow, our staff will do this for you.

Listing Agreements need to be submitted within 24 hours of sellers signature - CurbCA@CURB.estate

An additional fee of $300 will be charged for Listing Agreements not received within 24 hrs.

Cover Sheets

Sales

As soon as you have a signed accepted Purchase Contract send a Sales Sheet to: CurbCA@CURB.estate

Referrals

As you have a signed accepted Referral Agreement send a Referral Sheet to: CurbCA@CURB.estate

Leases

As soon as you have a signed accepted Lease send a Lease Cover Sheet to: CurbCA@CURB.estate

All Cover Sheets MUST be submitted to our TC within 24 hours of obtaining an accepted contract, as the Department of Real Estate requires brokerages to maintain a current record of all active transactions. 

An additional fee of $300 will be charged for Cover Sheets not received within 24 hrs.

Obtaining Transaction Forms

Log into your glide account: Glide loginWhen logging into Glide, use the C.A.R. log in option and enter your CAR login information. If you do not remember your CAR login information please contact CAR: 213-739-8200Contact CAR  If you have problems logging in to glide please contact glide at: support@glide.com

glide assistance:

* glide.com

* glide Tutorial

* glide Training Videos

* glide Webinars 1

* glide Webinars 2

* glide Signatures

* glide Help

Local Disclosures

Additional required local disclosures are not in the CAR forms library.
Please call your local real estate board or MLS to get the list of the required local disclosures for the area where the property you are selling is located. This is mandatory. You can be held legally liable by your buyers & sellers for not including all the necessary forms for your local area. 
If you are using a Transaction Coordinator you are still required to do this.

Transaction Notes

Saving your notes will make the difference in you winning or losing a lawsuit with a buyer or seller. “If it’s not in writing, you ain’t got squat.” Make sure to upload all your notes, emails, etc, into your transaction.

* When filling out forms make sure to use your own address, telephone number and email where required.

* If scanning paper documents, please scan all documents at: 72 dpi. This is the best resolution to maintain clarity and avoid having too large of a file.

* Make sure ALL the required forms have been signed by ALL parties before requesting approval for a completed transaction.

* Please send ALL forms affiliated to transactions to: CurbCA@CURB.estate (Including forms that require brokers signature). 

* At least 5 days before close of escrow please notify the TC Manager: CurbCA@CURB.estate

to let us know that ALL the required transaction forms in the CURB/glide transaction template are signed and completed and ready for review, in order for you to get paid on time. 

 

Congratulations and enjoy your success ! 

CURB®  is a registered trademark 
® 2024 CURB. All rights reserved.
KeepYourCommission.com 2024
Facebook
Youtube
Twitter
440 N Barranca Ave • Covina CA • 91723-1722
CURB is a proud member of:
CURB - Tennessee
Counties our 100% Commission California real estate brokerage serves:
Cities our 100% Commission California real estate brokerage serves:

Acton - Adelanto - Agoura Hills - Agua Dulce - Alameda - Alamo - Albany - Alhambra - Aliso Viejo - Alpine - Alta Loma - Altadena - Alturas - Amador City - Anaheim - Anaheim Hills - Anderson - Angels Camp - Angelus Oaks - Antelope - Antioch - Anza - Apple Valley - Applegate - Aptos - Arcadia - Arcata - Arleta - Armona - Arnold - Aroura Hills - Arroyo Grande - Atascadero - Atwater - Atwood - Auberry - Auburn - Avalon - Avery - Avila Beach - Azusa - Bakersfield - Baldwin Park - Bangor - Banning - Barstow - Bay Point - Bayside - Bel Air - Bell - Bellflower - Belmont Shores - Belvedere - Ben Lomond - Benicia - Berkeley - Berry Creek - Beverly Hills - Big Bear City - Big Bear Lake - Big Sur - Bishop - Blue Jay - Blue Lake - Blythe - Bolinas - Bonita - Borrego Springs - Bothell - Boulder Creek - Brea - Breenbrae - Brentwood - Brisbane - Buellton - Buena Park - Burbank - Burlingame - Burlington - Calabasas - California City - Calimesa - Calistoga - Camarillo - Cambria - Cameron Park - Campbell - Campo - Canoga Park - Canyon Country - Canyon Lake - Capistrano Beach - Capitola - Cardiff - Carlsbad - Carmel - Carmel Valley - Carmichael - Carpinteria - Carson - Castaic - Castro Valley - Catalina Island - Cathedral City - Cayucos - Cedar Glen - Cedar Ridge - Ceres - Cerritos - Chatsworth - Cherry Valley - Chester - Chico - China Lake - Chino - Chino Hills - Chula Vista - Citrus Heights - City of Industry - Claremont - Clayton - Clearlake Oaks - Clearlake - Cloverdale - Clovis - Coarsegold - Colfax - Coloma - Colton - Columbia - Colusa - Commerce - Compton - Concord - Cordelia - Corning - Corona - Corona del Mar - Coronado - Corralitos - Corte Madera - Costa Mesa - Cotati - Coto de Caza - Covina - Crescent City - Crestline - Crockett - Culver City - Cupertino - Cutten - Cypress - Daly City - Dana Point - Danville - Davis - Del Mar - Desert Hot Springs - Diamond Bar - Diamond Springs - Dobbins - Dominguez Hills - Dove Canyon - Downey - Duarte - Dublin - Durham - East Palo Alto - Edwards - El Cajon - El Camino Village - El Centro - El Cerrito - El Dorado - El Dorado Hills - El Granada - Elk - El Grove - El Macero - El Monte - El Segundo - Elk Sobrante - El Toro - Emeryville - Encinitas - Encino - Escondido - Etiwanda - Etna - Eureka - Exeter - Fairfax - Fairfield - Fair Oaks - Fallbrook - Felton - Ferndale - Fieldbrook - Fillmore - Flournoy - Folsom - Fontana - Foothill Ranch - Foresthill - Forest Ranch - Fort Bragg - Fortuna - Foster City - Fountain Valley - Frazier Park - Freedom - Fremont - Fresno - Frogtown - Fullerton - Galt - Garberville - Gardena - Gardena Grove - Gilroy - Glendale - Glendora - Glen Ellen - Glenn - Gold River - Goleta - Granada Hills - Grand Terrace - Grass Valley - Greenbrae - Groveland - Grover Beach - Gualala - Guerneville - Hacienda Heights - Half Moon Bay - Hanford - Harbor City - Hawthorne - Hayfork - Hayward - Healdsburg - Hemet - Hercules - Hermosa Beach - Hesperia - Highland - Hinkley - Hollister - Hollywood - Homeland - Honcut - Humboldt - Huntington Beach - Huntington Park - Idyllwild - Imperial - Imperial Beach - Independence - Indian Wells - Indio - Inglewood - Inverness - Ione - Irvine - Irwindale - Isla Vista - Isleton - Jackson - Jacumba - Jamestown - Jamul - Jenner - Joshua Tree - Julian - Kelseyville - Kensington - Kentfield - Kenwood - King City - Klamath - Klamath River - La Canada - La Canada Flintridge - La Crescenta - La Habra - La Honda - La Jolla - La Mesa - La Mirada - La Palma - La Quinta - La Verne - Ladera Ranch - Lafayette - Laguna Beach - Laguna Hills - Laguna Niguel - Lake Almanor - Lake Arrowhead - Lake City - Lake Elsinore - Lake Forest - Lake Isabella - Lakeport - Lakeside - Lake Tahoe - Lakeview Terrace - Lakewood - Lamont - Lancaster - Larkspur - Lathrop - Lawndale - Leggett Valley - Lemon Grove - Lemoore - Lewiston - Littlerock - Livermore - Llano - Lodi - Loleta - Lomita - Lompoc - Long Beach - Loomis - Los Alamitos - Los Altos - Los Altos Hills - Los Angeles - Los Banos - Los Gatos - Los Osos - Lotus - Lower Lake - Magalia - Malibu - Mammoth Lakes - Manhattan Beach - Manteca - Manton - Marina - Marina del Rey - Mariposa - Martinez - Marysville - McKinleyville - Meadow Vista - Mendocino - Menlo Park - Merced - Middletown - Midway City - Millbrae - Mill Valley - Milpitas - Mira Loma - Mission Hills - Mission Viejo - Modesto - Mojave - Monarch Beach - Mono Hot Springs - Monrovia - Montague - Montara - Montclair - Montebrllo - Montecito - Monterey - Monterey Park - Montrose - Moorpark - Moraga - Moreno Valley - Morgan Hill - Morro Bay - Moss Beach - Mount Shasta - Mount Wilson - Mountain Ranch - Mountain View - Murrieta - Napa - National City - Nevada City - New Almaden - Newark - Newbury Park - Newhall - Newport - Newport Beach - Nicasio - Nice - Nipomo - Norco - North Highlands - North Hollywood - North Manhattan Beach - Northridge - Norwalk - Novato - Oakdale - Oakhurst - Oakland - Oakley - Oak Park - Occidental - Oceanside - Ojai - Ontario - Orange - Orangevale - Oregon House - Orinda - Oroville - Oxnard - Pacheco - Pacifica - Pacific Beach - Pacific Grove - Pacific Palisades - Pacoima - Padadena - Palermo - Palmdale - Palm Desert - Palm Springs - Palo Alto - Palo Cedro - Palos Verdes - Paradise - Paramount - Pasadena - Paso Robles - Patterson - Pebble Beach - Penn Valley - Perris - Petaluma - Pico Rivera - Piedmont - Pinole - Pioneer - Pismo Beach - Pittsburg - Placentia - Placerville - Playa del Rey - Pleasant Hill - Pleasanton - Plymouth - Point Arena - Point Richmond - Pomona - Port Hueneme - Portola Hills - Portola Valley - Potter Valley - Poway - Prather - Quartz Hill - Quincy - Ramona - Rancho Bernardo - Rancho Cordova - Rancho Cucamonga - Rancho Dominguez - Rancho La Costa - Rancho Mirage - Rancho Palos Verdes - Rancho Santa Fe - Rancho Santa Margarita - Red Bluff - Redding - Redlands - Redondo Beach - Redway - Redwood City - Redwood Shores - Rescue - Reseda - Rialto - Richmond - Ridgecrest - Ripon - Riverbank - Riverside - Rocklin - Rohnert Park - Rolling Hills Estates - Rosamond - Rosemead - Roseville - Ross - Running Springs - Sacramento - Salida - Salinas - Salton City - San Anselmo - San Bernardino - San Bruno - San Carlos - San Clemente - San Diego - San Dimas - San Fernando - San Francisco - San Gabriel - San Gregorio - San Jacinto - San Jose - San Juan Bautista - San Juan Capistrano - San Leandro - San Lorenzo - San Luis Obispo - San Marcos - San Marino - San Martin - San Mateo - San Pablo - San Pedro - San Rafael - San Ramon - San Ysidro - Sanger - Santa Ana - Santa Barbara - Santa Clara - Santa Clarita - Santa Cruz - Santa Fe Springs - Santa Margarita - Santa Maria - Santa Monica - Santa Paula - Santa Rosa - Santa Ynez - Santee - Saratoga - Saugus - Sausalito - Scotia - Scotts Valley - Sea Beach - Seal Ranch - Seaside - Sebastopol - Shafter - Shelter Cove - Sherman - Sherman Oaks - Shingle Springs - Sierra Madre - Signal Hill - Silverado - Silverstrand Beach - Simi Valley - Skyforest - Solana Beach - Solano Beach - Soledad - Solvang - Somerset - Sonoma - Sonora - Soquel - South El Monte - South Gate - South Lake Tahoe - South Pasadena - South San Francisco - South San Gabriel - Spring Valley - Springville - St. Helena - Stanislaus - Stockton - Studio City - Suisun - Suisun City - Summerland - Sun City - Sunland - Sunnyvale - Sunol - Sunset Beach - Sun Valley - Surfside - Sylmar - Taft - Tahoe City - Tahoe Vista - Tarzana - Tecopa - Tehachapi - Temecula - Temple City - Templeton - Thousand Oaks - Three Rivers - Tiburon - Tierrasanta - Toluca Lake - Topanga - Torrance - Tracy - Trinidad - Truckee - Tujunga - Tulare - Turlock - Tustin - Twain Harte - Twentynine Palms - Ukiah - Union City - Universal City - Upland - Vacaville - Valencia - Vallejo - Valley Center - Valley Glen - Valley Village - Van Nuys - Venice - Venice Beach - Ventura - Vernalis - Victor - Victorville - Villa Park - Vineburg - Visalia - Vista - Walnut - Walnut Creek - Warm Springs - Watsonville - Weaverville - Weed - West Covina - West Hills - West Hollywood - Westlake - Westlake Village - West Lancaster - West Los Angeles - West Menlo Park - Westminster - West Sacramento - West Tustin - Westwood - Westwood Village - Whitmore - Whittier - Wildomar - Willits - Wilmington - Windsor - Winnetka - Woodland - Woodland Hills - Woodside - Yorba Linda - Yountville - Yreka - Yuba City - Yucaipa - Yucca Valley

bottom of page

100% Commission Broker, 100% Commission Brokerage, online 100% real estate broker, online 100% real estate brokerage, online real estate broker, online real estate brokerage, online 100% Commission real estate brokerage, online 100% Commission real estate broker online 100% Commission real estate brokers, online 100% real estate brokers, 100% Commission real estate brokers, 100% Commission real estate broker, 100% commission real estate, 100% commission california real estate, 100 Percent Commission Real estate, Flat Fee Real Estate Broker, Flat Fee Real Estate Broker Online, Flat Fee Real Estate Brokerage, Flat Fee Real Estate Brokers, virtual online real estate brokerage, virtual online real estate broker, virtual online flat fee real estate company, virtual online real estate brokers, virtual online flat fee brokerage, online flat fee brokerage, flat fee brokerage, Real estate Commission flat fee brokers, Real estate Commission flat fee brokerage, one hundred percent commission real estate, one hundred percent commission real estate broker, one hundred percent commission real estate brokerage, california virtual online real estate broker, online real estate broker 100% commission real estate california, 100% commission real estate broker california, 100 percent real estate brokerage, online real estate brokerage california, 100 percent commission real estate brokerage, 100 percent commission brokerage, virtual real estate brokerage california, 100 percent commission real estate companies, 100% commission real estate companies, 100% real estate brokerage virtual real estate brokers, best online real estate brokerage, virtual real estate agency