Under Contract map to success
Open the file
Open the file
Open the file
- Congratulations email to Customer.
- Intro email with contract details and expectations to all parties.
- Open escrow/Order title.
- Review and audit all documents for accuracy and completeness.
- Create a contract timeline and monitor all deadlines closely.
- Set up a group chat with the Agent, Customer, and TC for seamless communication.
- Provide the Agent and Customer with access to the client portal.
Inspections
Open the file
Open the file
- Arrange and schedule all necessary inspections.
- Add inspection details to the calendar for easy tracking.
- Follow up on the inspection report and ensure it's reviewed.
- Prepare addenda if needed.
- Share relevant documents with the appropriate parties.
Loan
Open the file
Compliance
- Make sure the lender is in contact with the title company.
- Follow up on the loan application process.
- Check in with the lender weekly for updates.
- Confirm the appraisal has been ordered and scheduled.
- Track the appraisal status and results.
- Prepare and distribute addenda as needed.
- Ensure the customer meets the lender’s insurance requirements.
- Obtain loan approval before the deadline.
- Verify that the Closing Disclosure (CD) is approved before closing.
Compliance
Miscellaneous
Compliance
- Set up and manage each transaction file in the brokerage’s compliance system.
- Prepare the disbursement authorization and submit it for approval before closing (Agent must review and approve the draft).
- Follow up with the brokerage for final approval, then send the finalized disbursement details to the title company.
- Submit the completed file to the brokerage for final review and closing.
CLosing
Miscellaneous
Miscellaneous
- Request the settlement statement for Agent and Customer review.
- Coordinate and schedule the closing with all parties.
- Add the closing date to the calendar for easy tracking.
- Arrange the final walkthrough and confirm with all parties.
- Add the final walkthrough to the calendar for easy tracking.
- Remind and assist the Agent with selecting a closing gift.
Miscellaneous
Miscellaneous
Miscellaneous
- Obtain and track the escrow/earnest money receipt.
- Maintain regular follow-ups with all parties to ensure a smooth process.
- Prepare documents as requested.
- Follow up on any missing signatures to keep everything on track.
- Provide the Customer with weekly updates.
- Collect HOA documents from the Seller, HOA, Co-Op Agent, or title company (if applicable).
- Monitor the HOA application process and status (if applicable).
- Secure a copy of the HOA status letter (if applicable).
- Send Customer FAQs.