Our Services

For eXp Realty Agents

What You Can Expect from Copper Valley Closings

Listings:

  • Receives handoff from Agent outlining all listing details

  • Follow up email to Seller providing info received by Agent

  • Obtains or Electronically sends for HOA, SPDS, LBP, Insurance Claims, etc.

  • Schedules photos, lockbox, sign and sign post with Agent Preferred Vendors

  • Creates and manages Broker Compliance File

  • Creates Agent and Client Transaction Portals for up-to-date transaction information

  • Sends missing disclosures/documents for signatures

  • Creates MLS listing and uploads photos and documents

  • Sends MLS listing to Agent for approval

  • Notifies Agent to review and activate listing on MLS (Coming Soon or Active)

  • Provides Aligned Showings instructions to Seller

  • Sets up Aligned Showings notifications/restrictions

  • Final review of listing file for Broker compliance

  • Updates listing changes in MLS and sends change documents to Seller for signatures

  • Monitors Listing Expiration dates / Sends Agent notifications

  • Arranges Sign, post, lockbox removal


Buyer Under Contract:

  • Opens escrow/Intro email to Title/Lender/Cross Agent

  • Introduction email to Client with pertinent information

  • Coordinates Earnest Money Deposit

  • Schedules Inspection(s) with Agent Preferred Vendors

  • Creates and manages Broker Compliance File

  • Creates Agent and Client Transaction Portals for up-to-date transaction information

  • Sends missing disclosures/documents for signatures

  • Checks Broker Compliance File 5 times throughout transaction for Compliance

  • Remains in constant contact with all parties and ensures all parties have what they need

  • Obtains SPDS and Insurance Claims – sends for signatures

  • Prepares any requested addenda and sends for signatures

  • Sends all addenda to necessary parties and uploads to Broker Compliance Dashboard

  • Prepares BINSR (upon request) and sends to cross agent with inspection reports

  • Obtains LSU from Lender – sends for signatures (FHA/VA Docs also if applicable)

  • Obtains Title Commitment from Title

  • Manages Commission (CDA) preparation with Brokerage

  • Orders Home Warranty

  • Sends Closing Preparation email and additional property details/information to Buyer

  • Sends check-in email to Lender for closing

  • Reviews Commission info in Estimated Settlement Statement only

  • Sends final walk through for signatures

  • Final check on Broker Compliance File / Close out

  • Sends Agent’s Zillow Review request to Buyer


New Seller Under Contract:

  • Opens escrow/Intro email to Title/Lender/Cross Agent

  • Congratulations email to Seller and request for any documents not received yet (HOA, SPDS, LBP, Insurance Claims)

  • Converts and manages Broker Compliance File

  • Sends missing disclosures/documents for signatures

  • Checks Broker Compliance File 5 times throughout transaction for Compliance

  • Obtains Earnest Money Deposit Receipt from Title

  • Sends SPDS/Insurance Claims to Cross Agent (Obtains signed SPDS from Buyer)

  • Remains in constant contact with all parties and ensures all parties have what they need

  • Prepares any requested addenda and sends for signatures

  • Sends all addenda to necessary parties / Broker Compliance File upload

  • Prepares BINSR response upon request

  • Obtains signed LSU from Lender/Cross Agent (FHA/VA Docs also if applicable)

  • Obtains Title Commitment from Title

  • Manages Commission (CDA) preparation with Brokerage

  • Sends Closing Preparation email to Seller

  • Reviews Commission info in Estimated Settlement Statement only

  • Obtains Final Walkthrough from Cross Agent

  • Closes out Broker Compliance File

  • Sends Agent’s Zillow Review request to Seller

Listings:

  • Execute Listing Agreement and supporting documents

  • Handoff Listing Agreement, Agency Disclosure, and any additional documents on Copper Valley Closings Website

  • Review, make any necessary changes to, and approve/activate MLS listing after TC prepares incomplete shell and notifies Agent that it’s ready


Buyer Under Contract:

  • Write and execute Purchase Contract

  • Handoff Purchase Contract, supporting Addenda/Counters, Buyer PQF/POF, Agency Disclosure, and any other executed documents on Copper Valley Closings Website

  • Review important documents with Buyer throughout transaction: SPDS, Insurance Claims, Title Commitment, Appraisal, Estimated Settlement Statement, HOA Demand

  • Instruct the Lender to order the appraisal when you are ready for it (pre or post inspection)

  • Attend the inspection review with Buyer (optional)

  • Review inspection reports and discuss any repair requests with Buyer (if any)

  • Submit Prepare BINSR request handoff to TC Team

  • Final negotiations of BINSR with Cross Agent

  • Request any addenda you need with TC Team

  • Negotiate low appraisals

  • Fully review the Estimated Settlement Statement for any errors

  • Attend final document signing with Buyer (optional)

  • Attend final walkthrough with Buyer – Request form from TC Team

  • Meet Buyer at property to give keys after recording


Seller Under Contract:

  • Handoff Purchase Contract, supporting Addenda/Counters, Buyer PQF/POF, Agency Disclosure, and any other executed documents on Copper Valley Closings Website

  • Confirm inspection with Buyer Agent / Share with Seller

  • Review important documents with Buyer throughout transaction: Title Commitment, BINSR, Estimated Settlement Statement

  • Negotiations of BINSR with Cross Agent

  • Submit Prepare BINSR response request to TC Team

  • Request any addenda you need with TC Team

  • Negotiate low appraisals

  • Check with Seller for completed BINSR repairs/Receipts

  • Fully review the Estimated Settlement Statement for any errors

  • Attend Final Document Signing

  • Ensure Seller moves out on time and has property reasonably clean for Buyer


Helpful Info:

  • Do ignore Broker Compliance File checklist emails / turn off notifications

  • Do NOT upload anything to Broker Compliance Dashboard / Send to TC via email instead – You may use SkySlope Forms, Transaction Desk, or any other signing platform of your choosing.

Ready to Work With a CVC-Supported TC?

Register Now to access your agent dashboard.

AGENT REGISTER

Need Transaction Coordination for Your eXp Realty Transactions?​

Partner with Copper Valley Closings

Have questions or need reliable contract-to-close support?​

Sarah Ruiz is here to help eXp Realty agents simplify every transaction with personalized coordination, proactive communication, and dependable service from contract to close.

Let’s connect and discuss how I can support your business.

Contact Form Demo

Contact Form Demo

Partner with
Copper Valley Closings

Partner with Copper Valley Closings

Have a question or want to learn more?

Get connected with us for any queries, information, and details about our services. Our team is always ready to serve you with everything you need.