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Contract To Close

  • Send out introductory emails to all parties within 2 hours of intake sheet being submitted

  • Review and audit all paperwork for errors before submitting to brokerage compliance. We will assist with getting any missing signatures or initials.

  • Call client upon receiving the file to ensure they understand who we are and how we can support them through the transaction.

  • Make sure an inspection has been scheduled.

  • Ensure all contingency dates are on agents calendar.

  • 24 hour notice email/text/call for inspection period/due diligence Obtain and circulate escrow confirmation.

  • If deposits aren’t being held with closing office, ensure funds are transferred before closing.

  • Request our concierge form to be completed by the seller to be provided to buyer before or at closing.

  • Facilitate any addendum/amendments upon request with wording provided by agent.

  • Lender touch every 7-10 days verifying we’re on track for loan approval/loan contingency, appraisal value, CD acknowledgment and closing date. 

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  • Request and review settlement statement prior to closing to verify deposits, credits and commissions.

  • Provide DA to closing office prior to closing to ensure agent gets paid the day of closing.

  • Verify buyer has wiring instructions for cash to close. Request copy of signed settlement statement and add to compliance system.

  • Verify MLS was closed out and data correct.

HOA Portion

  • Obtain HOA application and provide to buyer.

  • Verify application was submitted & is ready for processing. 

  • Verify application is approved and copy is with title company. 

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