Package Details

Let’s celebrate stress-free transactions together! Just send in your bound contract and allow me to do the rest. Here’s what our Contract-to-Close Support includes:

 

• Communication:

  • Act as central contact for all parties ensuring timely completion or redirection of requests.

  • Maintain consistent communication with all parties involved in the transaction.

  • Provide updates on milestone events, including receipt of earnest money, due diligence deadlines, appraisal status, clear-to-close status, and closing appointments.

  • Send reminder notices via text for earnest money and due diligence deadlines.

  • Ensure agents are informed of all significant communications with other parties.

  • Notify clients and agents of upcoming appointments such as inspections, appraisals, and closing details.

  • Confirm and monitor repair completion as applicable.

  • Assist in advising the client on next steps and what to expect.

 

 

• Complete Document Management:

  • Ensure thorough completion, organization, and prompt submission of all forms for compliance.

  • Draft amendments with agent direction and execute and distribute documents as needed.

  • Promptly notify clients via text when a document is ready for their signature.

  • Send amendments to the agent for review and approval.

  • Conduct compliance review before submission.

  • Request, review, and distribute settlement statements for agent and client review before closing.

  • Create a draft commission request in the compliance system.

 

• Timeline and Deadline Management:

  • Monitor earnest money and due diligence deadlines.

  • Check for any additional contingencies or special stipulations to ensure completion or update timelines accordingly.

  • Send text reminders to agents and clients for specific milestone events.

  • Follow up with the lender to ensure appraisal completion timeframe.

  • Ensure clients have received the clear to close in a timely manner from the lender.

  • Follow up with the closing attorney to ensure they remain on track for meeting the closing date.

  • Schedule and coordinate the closing appointment with the attorney.

  • Invite agents to closing appointment calendar events.

 

 

• Inspection and Appointment Scheduling:

  • Schedule inspections with preferred inspection companies upon request.

  • Provide inspectors with client, agent, and property information.

  • Furnish appointment details to clients and listing agents, if applicable.

  • Provide informational email to clients on what to expect during the inspection or how to prepare for an inspection.

  • Ensure inspections are completed promptly.

  • Draft repair requests under agent guidance.

  • Ensure repairs are completed before closing.

  • Serve as the point of contact for the appraiser.

  • Notify clients and agents of the appraisal appointment.

  • Coordinate the closing appointment with the attorney.

  • Coordinate final walk-throughs and add to the agent calendar.

  • Coordinate and notify of any additional appointments as needed.

 

• Financing and Clear to Close:

  • Send an introduction email to the lender along with the contract and any supporting documents.

  • Obtain the pre-approval letter from the lender.

  • Provide assistance as needed with any requests from the lender.

  • Verify the appraisal order and request/provide updates as necessary.

  • Ensure the appraisal due date is confirmed and stay updated on the appraisal results.

  • Ensure the lender is on track for the closing.

  • Ensure the lender provides clear-to-close and assist in resolving any issues that may cause delays.

 

 

• Closing Attorney and Title

  • Send contracts and all needed information (including HOA contact, Commission Splits (ITCA), etc.)

  • Ensure client information forms are completed and returned promptly.

  • Maintain constant communication with the attorney to stay on track and address any issues.

  • Complete any requests from the attorney.

  • Request and review the ALTA for accuracy.

  • Send the ALTA to client and agent for review before closing.

  • Provide contact information for all parties involved in the transaction.

  • Coordinate closing appointments and notify all parties involved.

  • Reserve closing locations if necessary.

  • Send the agent and client a calendar invitation to the closing appointment with time and location.

 

• All of the Above PLUS More!

  • Gather and provide utility information.

  • Provide additional information such as home inspection tips and what to bring to closing.

  • Send agents review requests link to client and agent (if link is provided by the agent).

  • Ensure the agent and client receive a copy of the signed settlement statement in the closing congratulations email.

  • MLS status updates for under contract and sold listings.