Thoroughly review contract and send critical dates/deadlines to all parties

Send executed contract and applicable riders/addenda to all parties

Correct any discrepancies on contract/riders/addenda as needed

Confirm escrow deposit is received and obtain receipt

Contact all parties via introductory emails sent by us as a member of “your” team as well as a phone introduction with your clients

Process compliance and ensure commission disbursement is issued prior to closing

Set up and/or confirm home inspection(s) with all parties

Prepare and coordinate the execution of repair addenda

Monitor progress of repairs prior to closing and ensure all terms are satisfied

Confirm buyer makes loan application

Confirm/coordinate the scheduling of the appraisal as needed

Follow up with lender on status of appraisal, conditions, and overall progress of loan

Confirm loan approval prior to deadline

Confirm insurance is bound with lender/buyer

Request copies of condo docs required per the condo rider and ensure delivery to buyer(s)/buyer’s agent

Submit contract and applicable riders/addenda to open escrow

Request/Verify seller-provided survey/elevation certificate and/or ensure a new survey and/or elevation certificate is ordered as required

Request title commitment prior to deadline

Ensure Home Warranty is ordered and invoice is provided to title prior to closing (as required)

Deliver commission disbursement to title prior to closing

Schedule and/ or confirm final walk through.

Schedule and confirm closing appointment with your clients.

Ensure buyer(s) receive utility information/confirm utilities are set up prior to closing

Confirm CD/TRID requirements are met and ensure CTC is confirmed by Title/Lender

Review ALTA/HUD statement as a “second set of eyes” prior to closing to ensure correct price/credits/commission(s)

Confirm final cash to close amount and wiring instructions are delivered to buyer(s)

Ensure transfer of keys/garage remotes/FOBs

Ensure all closing documents are uploaded and submitted to compliance