Our Services

Contract To Close

  • Review contract for accuracy and obtain missing documents and/or signatures
  • Follow Broker Procedures to submit contractual documents to your office
  • Send Contract to Title Company and Lender with introduction
  • Send your Buyer or Seller introduction
  • Send Co-op introduction
  • Send you reminders of contract deadlines
  • Track appraisal & notify parties of results
  • Track the loan status of the Buyer and update weekly
  • Schedule Termite inspection and distribute letter
  • Verify Clear to Close with the lender
  • Order home warranty and send to Title Company
  • Verify Title Company and Lender have all amendments
  • Request Settlement Statement and send to you
  • Verify that your Broker has all required documents
  • Coordinate closing time and location — Inform all parties, send directions, update calendar and send reminders
  • Close out transaction in MLS and broker platforms

*Agent will handle the home inspection, negotiation and amendment to request repairs

List to Close

  • Review listing agreement for accuracy and obtain missing documents and/or signatures
  • Enter listing into MLS(s)
  • Upload photos and Virtual Tour to MLS(s)
  • Listing Description included
  • Upload disclosures to MLS(s)
  • Documents submitted to your office/Compliance
  • Set up preferred showing service
  • Contract to Close (all items above)

Compliance Only

  • Check Documents to ensure they are properly and fully executed
  • Upload to Compliance Platform
  • Assist with Commission Statement

Don't see what you need?

Every business is different. If you need a custom coordination package or have a unique workflow, let's talk — we'll build a plan that fits.

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