Review the contract for completion/accuracy and alert the agent of anything that is missing
Send a copy of the ratified contract and all addenda to the Title Company, Lender, Cooperating Agent, your client, delivery addresses
Confirm delivery of the EMD and be sure all parties receive a copy of the check or wire receipt
Complete the Agent Information Sheet from the Title Company
Order the Home Warranty if apply
Review HOA and Condo Documents
Schedule the Walk Through
Schedule Settlement
Stay in contact with the Title Company to ensure they have all of the documentation needed to prepare the Settlement Statement
Obtain a copy of the ALTA/CD from the Title Company for the agent to review and approve
Stay in contact with the Lender to ensure the appraisal is ordered, in/through underwriting, and that the loan is staying on track per the contract deadlines
Track all contingency deadlines and remind parties, as necessary
We will prepare addenda as long as the agent provides the exact wording that is to be used
Obtain signatures and initials on necessary documents as approved by agent
Deliver addenda to necessary parties (title, lender, other agent, delivery addresses, etc)
Obtain Utility Information and send this information to buyers and/or remind sellers to transfer utilities out of their names when appropriate (after settlement or after a rent back)
Confirm that the CD is sent to and acknowledged by the buyers at least 3 days before settlement
Send all contract documents along with the executed Settlement Statement to your brokerage after settlement
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