TRANSACTION MANAGEMENT

Under Contract to Close

• Provide transaction checklist for office and agent

• Submit paperwork to Agent’s office

• Obtain and follow up on signatures for disclosures

• Dates and Deadline reminders sent to Agent

• E-Calendar and Intro sent to client, lender and Agent

• Ensure earnest money received

• Schedule Inspections 

• Intro email to other agent/title/lender

• For buyers - send contract to lender

• For Sellers - send contract to title and request HOA docs if necessary

• Send Title Commitment to client

• Check on Status of Loan

• Check on Appraisal Status

• Create Inspection Objection/Resolution under direction of Agent

• Collect Due Diligence Documents 

• Set Closing location/time and send confirmations

• CDA Request prepared

• Review settlement statements

• Schedule final walk thru

• Obtain closing documents and submit to agent office and file

• Change Status in MLS/IRES

• Provide Agent with full copy of transaction documentation