TRANSACTIONS

• File all docs in separate Google Drive for safekeeping

• Set up listing on MLS as required and Showingtime preferences for the client

• Add photos and all transaction desk documents (all will be provided by the listing agent - we do not coordinate photos being scheduled) 

• Get client approval on MLS listing before going active 

• Manage MLS status changes throughout the transaction including closing it out at the end of the transaction

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Once file has executed contract: 

• Connect title agents, listing agent, lender, and clients

• Ensure Survey and T47 are sent to all parties ahead of deadline per contract

• Check-in on Financing approval after deadline to ensure buyer is progressing as needed to stay on target for closing

• 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