Your key to a successful closing!

Overview of Services

 

• Ensure all transaction forms and disclosures are complete

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• Calculate all contract deadline dates

 

• Gather all missing contact info from all parties involved (HOA, Lender, Title Co.)

 

• Send out an introductory email to all parties involved informing them of all time frames and contact info

 

• Assist with getting Buyer HOA info/governing documents to start the processing of the Certificate of Approval (if applicable) 

 

• Schedule home inspections and completion of repairs if needed

 

• Follow up with Lender for scheduling of appraisal

 

• Prepare any addendums if needed through the whole process of transaction

 

• Constant communication with clients, agents, title company and lender

 

• Track deadlines for accuracy

 

• Schedule and coordinate closings

 

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Back End

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• Verify you have all documents required by your broker

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• Submit file for compliance review from your broker

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• Complete commission worksheet

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• Obtain disbursement authorization and send to title company to get you paid at the closing table

 

Closing

 

• Review final settlement statement/closing disclosure

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• Coordinate final walkthrough, closing time, and location

 

Post-Closing

 

• Upload copies of completed walkthrough checklist, executed closing statement, copies of commission checks

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• Send congratulatory email to clients and include any links for reviews