Communication
Constant communication with all parties including
your client, if requested
Real Estate Forms & Documents
Buyer & Seller Disclosures
Draft / Follow up on Addenda & send
Copies to All pertinent parties
Request for Repairs
Walk-thru
Escrow
Open Escrow
Introduction to all Parties
Secure Buyer Information
Wiring Instructions/EMD
Trusts & LLC—Secure Documentation
Review Preliminary Title Report
Lender
Weekly Contacts & Updates to Agent
LENDER
Provide contract and all contact information
Weekly contacts and updates to agent
Appraisal Status
Loan Approval Status
Contingencies *
Appraisal - Follow up on Schedule & Report
Inspection - Schedule & Follow up
Request for Repairs
Loan - Status & Approval
* Notify Agents if extensions required
Home Warranty
Order & forward invoice to Escrow
HOA
Secure Resale Package
Forward to Buyer
Process CIC Receipt
Follow up as needed
Closing
Schedule Walk-thru
Follow up on Buyer CD
Loan Documents
Secure Conforms
Estimated Settlement Statement
Audit for Admin Fees (if Any)
Be sure all docs are uploaded to CRM
Closing Email to Buyer
Utilities - Reminder & Contact Information
Confirm Funding
Follow up on Release to Record
Confirmation of Recording
Notice to all parties
Post Closing
Thank you e-mail to all parties
Review Compliance—Pending Documents
Closing Package / Disbursement
Confirm payment from Brokerage
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