• Recieve purchase contract from associate

• Review and coordinate escrow deposit received

• Review contract for addendums to be included

• Prepare/collect missing addendums per associate consultation

• Create transaction summary sheet

• Enter transaction in Coyncierge Ink tracking system

• Send welcome email to associate's client/customer

  • Include timelines, next steps, what to expect​

  • Include who is who in the transaction

  • Include a copy of the executed contract and addendums

• Upload required contract documents for broker compliance review

• Receive preapproval/qualification from buyer's lender

• Deliver contract to title company/attorney 

• Deliver contract to lender if needed

• Coordinate inspections and repairs per associate instructions

• Ensure Association application has been submitted

• Collect HOA/COA documents from seller and distribute

• Receive and deliver loan committment

• Draft addendums and have executed per associate instruction

• Collect and review estoppel if needed

• Review file for compliance and upload any missing documents

• Submit associate's file to broker for review and approval. 

• Review clear to close and prelimary HUD/ALTA and confirm with agent

• Coordinate closing date, time and location - communicate to all parties

• Coorinate final walkthrough

• Anticipate potential issues throughout the transaction

• Communicate consistently with associate, clients, customers, lender, title company, attorney, inspectors, appraisers throughout transaction

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Post Closing: 

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• Receive final HUD/ALTA and upload to associate's file

• Update MLS with closing information if associate listing

• Upload closed MLS property sheet in associate's file

• Update client/customer record in associate's CRM if requested.

• Add client/customer to associate's post closing campaign 

• Submit closed file to brokerage

• Maintain electronic file of closing statements

• Year End - send out electronic copies of closing statements to clients/customers on behalf of agents for tax purposes

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All communicate to associate's client/customer, lender, title/attorney, co-broke agents, market center will use associate's bran as a member of their team. 

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Click here to submit your order   $400.00 - Contract to Closing Services are paid when you get paid at closing!

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