+ Contract processed into our transaction management system
 

+ Introduction emails with contract package sent to lender, title, co-agent, and buyer/seller

+ Calendar invitations and email/text reminders for the following dates/deadlines (if applicable):

 

• Earnest money

• Property data

• Inspection notice & resolution - text & email

• Appraisal & financing contingency

• CD due date 

• Closing date with time and location

• Home anniversary date - text & email

• Close out listing - text & email

 

+ Track and ensure all contingencies and contract deadlines are met.

 

+ Weekly updates and app access provided to the Agent with all the transaction information

 

+ Phone calls to buyer/seller to confirm receipt of introduction email and receipt of closing details

 

+ Answer and follow up on various questions/requests from buyer/seller

+ Manage and organize Agent's electronic file 

+ Review, submit, and complete all items needed for brokerage compliance

 

+ Schedule, track and coordinate the following appointments, details and deadlines:

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• Inspection

• Reinspection

• Surveys (if applicable)

• Appraisal

• Final walk-through

• Closing

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+ Draft, track and deliver amendment(s) to appropriate parties

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+ Complete lender and title requests

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+ Track the status of loan and title progress through closing

+ Order home warranties with agent's preferred vendor

+ Manage various other requests - condo certs, title issues, HOA requests, etc. 

+ Track and deliver title commitment to buyer/seller

+ Review closing disclosures for accuracy

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+ Request review from buyer/seller at agents instruction

+ Social media post for closing

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+ Ensure Agents get paid on time!