Here’s the paperwork we will handle for you.

☑ Broker Requirements

• Ensure all documents are collected and fully executed 

• Upload all contract documents into compliance system

• Complete forms required by broker 

• Submit file for broker compliance 

☑ Financing 

Ensure lender receives fully executed contract & included addenda

• Send copy of earnest money check to the lender

• Request weekly updates to ensure transaction is moving along smoothly 

• Ensure appraisal has been ordered 

• Follow-up with lender for appraisal results 

• Monitor underwriting process through receipt of final loan approval 

• Obtain Clear to Close from lender

☑ Closing 

• Create Commission Instructions

• Send commission DA form to title/attorney

• Ensure buyer or seller schedules utilities trasfer

• Remind sellers to gather all keys, manuals, & remotes, and obtain mailbox location and trash days 

• Ensure lender delivers docs to title company 

• Ensure file is closed

• Change MLS status to sold 

• Reminder to remove lock-box down 

• Order sign removal

☑ Contract

• Sent email introduction to client with copies of all documents

• Contact all involved parties and introduce ourselves as a member of your team

• Review and complete all deadlines 

• Download copy of MLS pending sheet

• Order home warranty

• Create customized templates of time-lined communication with client

• Request needed info/docs ffrom co-agent

• Set up utility trasfer to for both buyers and sellers

• Coordinate moving services with client

• Create needed amendments/addendums throughout the life of the transaction

• Provide updates to attorney and client on a weekly basis

• Provide calandar update to agent/client with pertinet dates of contract

• Weekly status updates sent to you 

• Schedule, coordinate, and confirm closing process

☑ Inspections 

• Order inspections Home\termite\radon

• Email inspection summery to buyer/attorney for review

• Create checklist of agreed repairs

• Confirm inspections are within inspection period and inform all parties 

• Request repair receipts/invoices from listing agent 

☑ Escrow Company 

• Ensure all documentation is provided in a timely manner 

• Remain in constant contact throughout transaction 

• Forward a copy of earnest money receipt to attorney

• Acquire title commitment and review exceptions 

• Send invoices to title for reimbursement on alta/settlement statement

We will handle your busy-mess so you can grow your busi-ness!