
Services
Broker/Office Requirements
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Ensure all documents are collected and signed by all parties
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Upload all contract documents into compliance system
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Complete required forms/documents required by Broker
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Change Status in MLS to contingent/pending and close out after closing
Contract
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Contact client, cooperating agent, lender & title company and introduce ourselves as a member of your team
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Thoroughly review and complete all deadlines and timelines
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Prepare amendments as instructed by agent and follow up on signatures
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If the agent uses google calendar, we help manage and add appointments to it.
Closing
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Confirm with lender that closing is on target to close on time
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Coordination of closing time and date with all involved parties
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Request earnest money from Broker or let title company know it will be taken from commission
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Order Home Warranty and send to title company
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Utility contact sheet sent to buyer
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Send client address to closing
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Track preparation and review of the settlement statement
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Schedule final walk-through
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Confirm receipt by buyer of final amount due at closing
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Confirm receipt by seller of proceeds figure
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Email copies of any needed documents to the title company to be printed off and signed at closing
Financing (regardless if seller or buyer side)
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Send all necessary completed documents and amendments
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Confirm buyer has made application
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If our buyer, send copy of earnest money to lender
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Make sure appraisal has been ordered
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Confirm insurance has been obtained with lender.
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Follow-up with lender for appraisal results
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Confirm CD has been acknowledged by buyer in time for closing
Inspections
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Schedule & coordinate home and termite inspections
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Remind agent of deadlines
Title Company
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Send all necessary completed documents and amendments
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Remain in constant contact throughout transaction