• Handle closing documents, securely

• Keep everyone informed- Introduction email will be sent providing deadlines and a copy of executed contract to Listing Agent, Buyers Agent, Buyer/Seller - (Your client as appropriate) Lender and Title Company

• Ensure everything is fully executed with proper dates, initials, signatures, broker information is completed and reach out for corrections as necessary and monitor compliance with the contract

• Submit all required under contract documents to compliance within 48 hours of execution

• Send/request disclosure packages and gather signatures

• Ensure the Lender, Title Company, and Broker receive any amendments or changes to the contract

• Contact title company for a copy of the EM check receipt and email receipt to co-op agent and include in compliance file

• Keeping in contact with the title company and lender throughout the transaction. Provide agent email updates on the status of the transaction

• Update deadlines from amend-extends

• Collect HOA documents in accordance with deadlines and email to buyer agent (if on list side) or to buyer (if on buyer side)

• Order Home Warranty per contract

• Coordinate and monitor status of buyers loan with Loan Officer

• Confirm inspection has been set up in accordance with offer deadline

• Monitor appraisal timeline and completion with lender

• Remind agent to draft Commission Disp request. If TC is completing CDA request, form MUST BE approved by agent before submitting to escrow and compliance

• Check-in with the Lender regarding the appraisal and any work orders or appraised value issues

• Ensure represented client is provided a copy of all documents

• Upload all disclosures, documents, and reports into agents online transaction management service as they are received or fully executed throughout the transaction. (if applicable)

• Provide access to transaction coordinator's transaction management service 24/7 to all parties to the transaction (if applicable)

• Maintain constant contact with all parties involved for status updates as well as outstanding items

• Coordinate and confirm final walk-through

• Schedule closing appointment for client and agent if applicable

• Confirm closing date and time has been set up with the seller, buyer, agent and co-op agent in a timely manner

• Confirm final recording and alert agents

• Conduct a final audit of file 7 days prior to closing to ensure all documents are uploaded and the file is complete

• Upload Final HUD/ CD to online transaction management service for agent compliance

This service includes all the above (Contract to Close transaction) PLUS:

Seller's Side

• Listing Agreement and all Broker required forms

• Follow up signatures of all documents

• Upload all forms, amendments, and addendums for compliance

• Follow up on repairs and receipts

• MLS Data Input to pending inspection, pending, closed

• Order For sale sign down

Buyer's Side

• Upload buyers Rep Agreement and all Broker required forms

• Submit all executed contracts, counter-proposals, and amendment extensions (if applicable) to lender

• Arrange EMO pick up/remind the buyer to wire as necessary

• Upload all forms, amendments, and addendums for compliance

• Follow up on repairs and receipts

• Provide utility contact info and remind buyer to transfer utilities

• Coordinate Key transfer

Agent's Expectations

• Review Escrow Instructions and settlement statements

• Review Preliminary Title Reports

• Negotiate repairs and/or any changes in Contract

Full Service

• Completion of all Listing Paperwork

• Broker Compliance

• HAR Input

• Showing Service Input

• Upload Photos & Addeda

• Launch

Full Service

• Compliance Only services

• Assist in obtaining missing paperwork and signatures

• Upload documents for your Brokerage Compliance 

• Obtain your CDA/DA for your closing and submit to the title company