Contract Services
- Thoroughly review contract and send critical dates/deadlines to all parties
- Send executed contract and applicable riders/addenda to all parties
- Correct any discrepancies on contract/riders/addenda as needed
- Confirm escrow deposit is received and obtain receipt
- Contact all parties via introductory emails sent by us as a member of “your” team as well as a phone introduction with your clients
- Process compliance and ensure commission disbursement is issued prior to closing
Inspections & Repairs
- Set up and/or confirm home inspection(s) with all parties
- Prepare and coordinate the execution of repair addenda
- Monitor progress of repairs prior to closing and ensure all terms are satisfied
Financing
- Confirm buyer makes loan application
- Confirm/coordinate the scheduling of the appraisal as needed
- Follow up with lender on status of appraisal, conditions, and overall progress of loan
- Confirm loan approval prior to deadline
- Confirm insurance is bound with lender/buyer
Condominiums & hoa
- Request copies of condo docs required per the condo rider and ensure delivery to buyer(s)/buyer’s agent
- Assist buyer(s) with application and approval process for the Condo/HOA association
- Confirm association approval is received prior to deadline
TITLE
- Submit contract and applicable riders/addenda to open a new closing file
- Request/Verify seller-provided survey/elevation certificate and/or ensure a new survey and/or elevation certificate is ordered as required
- Request title commitment prior to deadline
- Ensure Home Warranty is ordered and invoice is provided to title prior to closing (as required)
PRE-CLOSING & After
- Deliver commission disbursement to title prior to closing
- Schedule and/or confirm final walk through and send final walk through form for buyer(s)
- Ensure buyer(s) receive utility information/confirm utilities are set up prior to closing
- Confirm CD/TRID requirements are met and ensure CTC is confirmed by Title/Lender
- Review ALTA/HUD statement as a “second set of eyes” prior to closing to ensure correct price/credits/commission(s)
- Confirm final cash to close amount and wiring instructions are delivered to buyer(s)
- Ensure transfer of keys/garage remotes/FOBs
- Ensure all closing documents are uploaded and submitted to compliance