TRANSACTIONS

No Repair Amendments/Exhibits

• File all docs in separate Google Drive for safekeeping

• Send intro to client title agent, listing agent, lender, and clients (separately as needed) with important dates

• Ensure Earnest delivery and receipt sent to all parties

• Send Third Party Inspection Options with preferred vendors

• Inform clients of the appraisal process and follow up with lender on appraisal status

• Set up Home Warranty (if applicable) with brochure options for client to select

• Follow up on Title commitment and ensure delivered to client

• Send HOA docs in compliance with contract

• Sets up clients with third-party agency to set up Utilities (optional)

• Send information for mortgage insurance with a preferred vendor list

• Submit compliance for CDA

• Send closing reminders for sellers/buyers

• Send any necessary amendments/addendums for signatures throughout the contract (outside of repairs)

• Coordinate Repair Receipts from Listing agent as needed

• Schedule Walk-thru with listing agent & Closings with title

• Send closing e-mail with closing information to client