Adaptable to fit your needs

Listing Setup

Draft Listing Documents and Disclosures for your review 


Send Seller's Disclosure to Seller through Seller's Shield

Upload listing documents to Broker's preferred system (CBDesk, Back Agent, Dotloop etc.)

Review all documents for signature/initial accuracy

Schedule all vendors such as photography, sign and lockbox installation, staging services, etc. as needed

Order marketing materials

Enter property information into MLS


Upload and arrange photos

Upload disclosures to MLS

Set up Showing Service

Order Seller Home Warranty

Manage MLS status changes

Contract to Close

Buyer or Seller


Upload all documents to Broker's preferred system (at open and close of transaction)

Review all documents for signature/initial accuracy and completeness

Access to OnPoint's internal system for live, up to the minute updates

Prepare Introductory Letter with executed contract to all parties in the transaction

Send "Next Steps" email to Buyer/Seller once contract is executed

Track all timelines listed on the contract and keep buyer/seller updated throughout the transaction

Confirm Earnest Money/Option Fee distribution with client and obtain receipts

Schedule Inspections 

Schedule New Survey or request approval from Title on Existing Survey/T47

Manage MLS status changes

Prepare and distribute amendments for client signature

Review Title Commitment for accuracy and Schedule C requirements

Get regular lender updates / Schedule Appraisal

Order Home Warranty

"Closing Concierge" - schedule final walk through, arrange for keys, remind clients to switch utilities, schedule closing date/time, review Closing Disclosure and send the CDA to Title Company 

Combo Plan

Seller Package


All services included from Listing Setup through Closing!

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