Contract to Close $400*
• Review all contracts and documents for completeness, accuracy, compliance; request corrections/send additional documents for signature as indicated. Upload to broker compliance app and agent’s file storage app (if one is provided)
• Email introduction to all parties, including contact information of pertinent parties, deadlines, executed contract documents and special instructions.
• Provide agent and client with portal/mobile app which includes property information, timeline dates, documents and clickable contact info for the parties to the transaction.
• Follow up on reports from repairs and repair amendments.
• Track all timeline dates, contingencies, and appropriate documents.
• Send calendar invites for agent, agent’s client and pertinent parties.
• Maintain consistent communication with agent, clients and other parties with status updates and reminders and to manage timeline.
• Obtain EMD receipt, distribute to all parties and Broker compliance app.
• Draft addenda/amendments (verbiage to be provided by agent), disclosures, notification forms, documents for agent approval and send for signatures, ensuring compliance is met; submit to all parties and Broker compliance app as indicated.
• Troubleshoot issues throughout the transaction as indicated.
• Coordinate removal of staging furniture if applicable.
• Order home warranty if applicable.
• Coordinate final walk through, closing and property access and possession.
• Review Preliminary Settlement Statement and send it to agent and client for review.
• Complete and submit Broker disbursement form and checklist if applicable
• Collect closing documents and copy of commission check from closing company and submit to Broker compliance app.
• Perform final file compliance audit and ensure a complete Broker file.
• Send complete document file to Client and upload to Agent’s file storage app (if applicable)
• Request testimonial from client three times during the transaction.
*Dual agency transactions are $500.
