TRANSACTIONS

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

Remind clients of closing information such as utility termination, address forwarding, etc.

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

Follow up on Title commitment

Ensure HOA docs are delivered on time

Submit compliance for CDA

Coordinate Repair Receipts from sellers as needed

Send any necessary amendments/addendums for signatures throughout the contract

Schedule Closings with title

Send closing e-mail with closing information to the client