Contract to Close Package Includes: 

INTAKE TASKS

• Review the contract for completeness and pursue necessary parties for outstanding initials, signatures and dates.

• Send agent an email outlining important dates and contact all parties involved in the transaction including the lender, title company, client and co-op agent; introduce myself and request that all paperwork and communications related to the transaction flow through me.

• Add all dates to your digital calendar.

• Establish file in your Broker system of record, upload documents and contact information.

 

LISTING MANAGEMENT

• Once you’ve secured the listing, it’s time to pass on the paperwork to us. Within our 48-hours we’ll help set your listing live in MLS! Take the pressure off yourself and allow us to set your listing live with accuracy and attention to detail!

• Enter listing into your Broker System of Record

• Enter listing into MLS

• Order property photography using your preferred vendor

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CONTRACT MANAGEMENT

• Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Doc’s

• Weekly lender check in and more frequently when necessary.

• Coordinate inspections with you, the inspector, the Buyer and the co-op.

• On-going system of record maintenance as documents are submitted, changes are made via amendment, and we work through the transaction process.

• For Buyers: Collect 2nd Deposit check from Buyer and forward to listing agent.

• For Sellers: order payoffs and tax, water & sewer certs.

• Send detailed email requesting home warranty selection and follow up until selection is made.

 

PRE-CLOSING

• Provide clients with reminders to connect or disconnect all necessary utilities and to secure homeowner’s insurance.

• Verify loan commitment with client’s lender, provide copies and notify you of any problems in underwriting.

• Order and review the title report. Notify you of any issues and help to resolve.

• Schedule final walkthrough and closing with your clients, the title company and you.

Should your transaction fail to close for any reason, you won’t owe us a fee. We are committed to your success. We only get paid when you do!