Contract to Close

Transaction Coordination Services

Your time is valuable and you spend a great deal of it marketing properties, negotiating offers and preparing contracts for your clients. The average agent spends more than 19 hours on every transaction just reviewing documents, gathering signatures and keeping all parties informed. What could you do with an additional 19 hours?

Here’s the paperwork and tasks we will handle for you. We will handle your busy mess so you can grow your business!

☑ Broker Requirements

• Ensure all documents are collected and fully executed 

• Upload all contract documents into compliance system

• Complete forms required by broker 

• Submit file for broker compliance 

☑ Financing 

• Ensure lender receives fully executed contract & included addenda 

• Send copy of earnest money check to the lender

• Request weekly updates to ensure transaction is moving along smoothly 

• Ensure appraisal has been ordered 

• Follow-up with lender for appraisal results 

• Monitor underwriting process through receipt of final loan approval 

• Obtain Clear to Close from lender

☑ Closing 

• Create Commission Instructions

• Send commission DA form to title/attorney

• Ensure buyer or seller schedules utilities trasfer

• Remind sellers to gather all keys, manuals, & remotes, and obtain mailbox location and trash days 

• Ensure lender delivers docs to title company 

• Ensure file is closed

• Change MLS status to sold 

• Reminder to remove lock-box down 

• Order sign removal

☑ Contract

• Sent email introduction to client with copies of all documents

• Contact all involved parties and introduce ourselves as a member of your team

• Review and complete all deadlines 

• Download copy of MLS pending sheet

• Order home warranty

• Create customized templates of time-lined communication with client

• Request needed info/docs ffrom co-agent

• Set up utility trasfer to for both buyers and sellers

• Coordinate moving services with client

• Create needed amendments/addendums throughout the life of the transaction

• Provide updates to attorney and client on a weekly basis

• Provide calandar update to agent/client with pertinet dates of contract

• Weekly status updates sent to you 

• Schedule, coordinate, and confirm closing process

☑ Inspections 

• Order inspections Home\termite\radon

• Email inspection summery to buyer\attorney for review

• Create checklist of agreed repairs

• Confirm inspections are within inspection period and inform all parties 

• Request repair receipts\invoices from listing agent 

☑ Escrow Company 

• Ensure all documentation is provided in a timely manner 

• Remain in constant contact throughout transaction 

• Forward a copy of earnest money receipt to attorney

• Acquire title commitment and review exceptions 

• Send invoices to title for reimbursement on alta/settlement statement

We will handle your busy mess so you can grow your business!