CONTRACT TO CLOSE
- Send introduction emails to all parties.
- Review contracts, counteroffers, addendums and disclosures for compliance and proper execution.
- Open escrow.
- Securely collect and distribute all documentation.
- Track deposits and contractual timelines.
- Communicate closely and frequently with all parties.
- Track contingencies and due dates.
- Coordinate all eSignatures in accordance with agent instructions.
- Order Home Warranty and Natural Hazard Disclosure.
- Audit closing progress and provide key updates.
- Confirm funding and recording.
- Submit documentation for broker file compliance.
- Ensure your buyer/seller is provided a copy of all documents.
LISTING TO CLOSE
Everything from Contract to Close PLUS
- Complete listing file creation in agents preferred software
- Fill out listing documents and send to client along with any required disclosures for signatures.
- Order preliminary title.
- Add listing info into the MLS (agent fills out listing comments/description).
- Input listing into the MLS
- Have listing agent edit or approve MLS input before going live
- Email seller copy of the listing
- Add required documents to the MLS listing such as legal description, disclosures, inspections.
- Add all listing documents, disclosures and any other required documents to broker’s online compliance management software ensuring file is complete.
If you find yourself overwhelmed with gathering all the documents and disclosures for your broker’s compliance we can take care of that for you.