Contract to Close
- Establish a relationship with your client and the cooperating agent as your transaction coordinator
- Obtain signatures on all initial paperwork
- Ensure the title company, client (and lender when applicable) get a copy of the contract
- Assist scheduling home and termite inspections
- Assist scheduling appraisals
- Obtain a copy of the earnest money
- Reminder of timeline throughout transaction
- Assist with any additional paperwork throughout transaction such as repair amendment and closing extensions
- Obtain/provide utility information to ease the process of utility transfer for your clients
- Periodically audit each file and provide updates as to where we are on the paperwork side of things
- Consistently communicate with the cooperating agent to ensure they have everything they need from us
- Ensure title company has a copy of the termite letter
- Ensure title company (and lender when applicable) have a copy of any amendments
- Order home warranties once you have specified what company you prefer
- Coordinate and schedule final walkthrough
- Review closing statements to ensure accuracy
- Coordinate and schedule closing once you have confirmed the time and place you prefer
- E-deliver your completed file to your brokerage to ensure prompt payment as soon as the closing documents have been delivered