Our goal is to ensure your sale moves smoothly from contract to close, keeping every step organized, compliant, and stress-free.
Standard Tasks include, but are not limited to:
Contract Ratification & File Setup
- Review the fully ratified contract (verify signatures, initials, dates).
- Confirm key deadlines: financing, inspection, HOA/condo, appraisal, and closing.
- Collect disclosures (Residential Property Disclosure, Lead-Based Paint, etc.).
- Create the transaction in Command.
- Notify the lender, title company, and cooperating agent of the start.
- Prepare and send the “Welcome” email to clients.
Compliance & Document Collection
- Upload and review all documents for accuracy and completeness.
- Ensure all broker-required forms are present (Agency, Brokerage Agreement, etc.).
- Track addenda and amendments (extensions, repairs, credits).
- Communicate with compliance.
- Maintain a checklist for broker review submission and status tracking.
Communication & Timeline Management
- Send an introduction email to all parties (agents, lender, title, and client).
- Build a timeline including earnest money delivery, contingencies, and settlement.
- Send reminders for key dates (home inspection, appraisal, loan commitment).
- Coordinate utility setup and inspection scheduling with the buyer or listing agent.
- Manage repair negotiation and track agreed-upon items.
Inspection, Appraisal & Loan Process
- Confirm home inspection completion and receipt of reports.
- Track negotiation addenda and broker approvals.
- Ensure appraisal is ordered and received on time.
- Monitor loan status; request updates from the lender.
- Update client on progress and next steps.
Closing Preparation
- Confirm the title company has all the needed documents.
- Verify closing date, time, and location.
- Review preliminary ALTA/CD for accuracy.
- Ensure all signatures, initials, and dates are accurate in the final documents.
- Send a closing confirmation email with details for clients and agents.
Closing Day
- Confirm funding and recordation.
- Notify all parties when the file officially closes.
- Send congratulations and a post-closing email to the client.
- Deliver any final commission disbursement or referral instructions.