Send out seller reminder the day before inspection with instructions.
Prepare and execute Repair Agreement per agent request.
TITLE
CONTRACT REVIEW
FINANCING
Get title commitment.
Acquire existing survey and title policy (if they exist and are still valid).
Make sure new survey and elevation certificate are ordered as needed.
Make sure the home warranty is ordered and invoice is sent to title if needed insurance.
Confirm buyer has obtained and bound insurance prior to closing.
FINANCING
CONTRACT REVIEW
FINANCING
Confirm the buyer has made application.
Make sure appraisal has been ordered.
Follow-up with lender for appraisal results.
Confirm loan commitment prior to deadline.
CONTRACT REVIEW
CONTRACT REVIEW
CONTRACT REVIEW
Review contract for all parties initial and signature, all deadlines and timelines.
Send executed contract to all parties in the transaction.
Confirm escrow deposits and obtain receipt.
Send an introduction to all parties by the TC via E-mail including a critical date background and contact information for everyone.
BEFORE CLOSING
BEFORE CLOSING
BEFORE CLOSING
Provide title company with final walk-through form.
Schedule final walk-through.
Coordinate closing time and place with clients.
Provide the client information regarding turning on or off utilities (if provided).
Send closing instructions to client.
Make certain that the lender's closing documents are delivered to the title company (TRID compliant).
Confirm that buyer has received final numbers and wiring instructions.
Confirm location of keys and garage remotes prior to closing (if provided).
AFTER CLOSING
BEFORE CLOSING
BEFORE CLOSING
Obtain copies of the final Alta & copies of checks for uploads to brokers.
Send out a thank note to other agents.
Communication is key! we communicate with all parties throughout the entire transaction regarding any and all details.
Agent portal; All agents have their own portal access for reviewing any document uploads, calendars, task completed, not completed and any email communications which have taken place.
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