Coordinate opening of the file with escrow and handle all documents securely.
Introduction email will be sent providing a timeline of deadlines with a copy of the executed contract to coop-agent, buyers agent, buyer/seller - (Your client as appropriate) lender and title company.
Ensure all documents are fully executed with dates, initials, signatures, broker information is completed.
Submit all required contract documents to broker for compliance.
Send/request disclosure packages and gather signatures if needed.
Ensure the lender, title company, and broker receive any amendments or changes to the contract.
Verify EMD deposit and obtain receipt from escrow.
Verify inspection date and time. Ensure all parties have received reports to review.
Update deadlines due to any changes in the contract.
Collect HOA documents in accordance with deadlines and email to buyer agent (if on list side) or to buyer (if on buyer side)
Order Home Warranty per contract if needed.
Verify HOA documents have been ordered if applicable.
Confirm inspection has been set up in accordance with offer deadline.
Monitor appraisal timeline and completion with the lender.
Ensure your buyer/seller is provided a copy of all documents.
Draft Commission Disbursement and obtain authorized signature on commission instructions.
Upload all disclosures, documents, and reports into agents online transaction management service as they are received or fully executed throughout the transaction. (if applicable)
Provide access to the transaction management service 24/7 to all parties to the transaction (if applicable)
Maintain constant contact with all parties involved for status updates as well as outstanding items.
Verify escrow has all required documentation.
Coordinate and confirm final walk-through.
Conduct a final audit of file 7 days prior to closing to ensure all documents are uploaded and the file is complete.
Buyer Specific Transaction Services
Seller Specific Transaction Services
Review buyers rep agreement and all broker required forms for compliance.
Submit all executed contracts, counter-proposals, and amendment extensions (if applicable) to escrow.
Ensure EMD wiring instructions are sent to Buyer and escrow has received funds
Obtain signatures and ensure all forms are accurate and complete
Assist with reqest for repairs and contingency removals
Give utility contact info and remind the buyer to transfer utilities.
Review Listing Agreement and all broker required forms for compliance.
Obtain signatures for all documents and ensure all forms are accurate and complete.
Originate disclosures, amendments, and addendums as requested.
Follow up on repairs and receipts.
MLS Data Input to pending inspection, pending, and closed.
Ensure all parties are aware of upcoming deadlines and pursue any past due items.