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Open and manage transaction files in DocuSign Rooms
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Coordinate transactions from executed purchase agreement through close of escrow
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Maintain accurate transaction checklists, documentation, and status updates
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Support multiple agents and concurrent transactions
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Ensure every file progresses smoothly toward closing
Contract & Compliance Review
Review contracts, addenda, and disclosures for completeness and compliance with:
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California DRE requirements
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Brokerage policies and procedures
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Transaction recordkeeping standards
Identify missing signatures, forms, dates, or documentation before they become compliance issues.
Collect, track, and confirm execution of required California disclosures, including:
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Other applicable buyer and seller disclosures
Maintain complete, organized, and audit-ready transaction files.
Deadline & Contingency Management
Track and calendar critical contractual deadlines, including:
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Other contingency periods
Proactively communicate upcoming deadlines and flag anything at risk of being delayed or missed.
Document & Signature Coordination
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Prepare and route transaction documents for signature
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Manage e-signature workflows through DocuSign and similar platforms
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Confirm documents are properly executed and returned
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Maintain accurate versions of contracts, addenda, disclosures, and supporting documentation
Agent, Client & Vendor Communication
Serve as a coordination point between:
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Escrow and title officers
Provide clear updates, follow up on outstanding items, and help keep everyone aligned throughout the transaction.
Closing & Transaction Support
Coordinate ancillary transaction requirements such as:
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Outstanding closing documentation
Ensure transaction files remain complete and organized through close of escrow.