Contract to Close

Introduction Phone Call & Email to Buyer or Seller, check-ins as necessary

Send Introduction Email to Title Company, Lender & Cooperating Agent

Send timeline with important dates to Client

Ensure all documents are collected and signed by all parties

Upload all contract documents into compliance system

Complete required forms/documents required by Broker

Schedule/Confirm inspections within the time frame of contract and inform all involved parties

Prepare repair request if needed and obtain all signatures

Confirm insurance has been purchased

Provide title company and lender with all documentations and invoices

Confirm buyer has made application

Make sure appraisal has been ordered

Follow-up with lender for appraisal results

Monitor underwriting process through receipt of loan commitment followed by the clear to close

Ensure all documentation is provided within contract time frames

Remain in constant contact throughout transaction

Review title commitment

Make sure new survey is ordered if needed

Disbursement authorization is provided to the title company

Coordination of closing time and date with all involved parties – if mail away, confirmation of receipt/return of package

Utility contact sheet sent to seller

Ensure all utilities have been ordered by buyer

Ensure delivery of lender closing documents to Title Company

Track preparation and review of the HUD

Obtain and deliver wire instructions

Schedule final walk-through if desired

Confirm receipt by buyer of final amount due at closing

Confirm receipt by seller of proceeds figure

Ensure Broker has received all closing documents required

Order Closing Gift for Client