Contract to Close

Review all paperwork for compliance, making sure all are fully executed with proper dates, initials, signatures, and complete broker information. 

Submit all required paperwork and information into Broker's compliance system to maintain strict compliance throughout the transaction

Introduction email sent including important dates,  instructions for next steps, and copy of paperwork

Introduction email sent to co-op agent

Introduction email sent to the lender to ensure the loan process has been started

Introduction email sent to the title company including a copy of the contract to open escrow

A list of important milestones will be sent to the agent

Track Earnest Money & Option Fee Delivery, distribute receipt, and file for compliance

Track all contractual deadlines and contingencies to make sure all are met without delay

Ensure agent is updated throughout the transaction and is aware of concerns before there's an issue

Stay in constant contact with title to ensure delivery of commitment, survey, HOA docs, etc.

Stay in constant contact with lender to ensure "Clear to Closte" is received

Obtain selections from client and order the warranty

Reminder to client to either cancel (seller) or start (buyer) utility services to avoid service interruption

Coordinate closing and schedule the signing appointment

Review the final CD provided prior to closing to ensure accuracy of contracted amounts 

Maintain constant contact with the lender to insure the appraisal is ordered and the report received

Track any contracted repairs, collect receipts, distribute to appropriate parties, and maintain copies for compliance

Ensure broker required post closing documents are received and uploaded to compliance system and that the listing has been closed properly in the MLS

With agent dictation, create any needed documents throughout the transaction

Send needed documents for electronic signature throughout the transaction