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 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

Inspection & 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 HOA/condo docs required 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
• Confirm title has received Estoppel and ensure any HOA violations are cleared before closing

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/commissions(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