Review all documents for completeion; fully executed with dates, initials, signatures, broker information is completed.
Coordinate opening of the file with the closing attorney and handle all documents securely.
Send an Introduction email to the coop-agent, your buyer/seller client, lender, and attorney.
Submit all required contract documents to the broker for compliance.
Send/request disclosure packages and gather signatures if needed.
Ensure the lender, attorney, and broker receive any amendments or changes to the contract.
Verify earnest money deposit and due diligence fee and obtain a receipts.
Keep in contact with attorney and lender throughout the transaction. Provide agent email updates on the status of the transaction keeping you informed.
Update deadlines due to any changes in the contract.
Order Home Warranty per contract if needed.
Order HOA documents per contract if needed.
Monitor appraisal timeline and completion with the lender.
Coordinate and monitor buyer’s loan status with lender.
Ensure your buyer/seller is provided a copy of all documents.
Send agent's Commission Disbursement to closing attorney.
Upload all disclosures, documents, and reports into the agent’s online transaction management service as they are received or fully executed throughout the transaction.
Maintain constant contact with all parties involved for status updates as well as outstanding items.
Verify escrow has all required documentation.
Coordinate and confirm final walk-through.
Schedule settlement appointment for client.
Send Closing Disclosure to client for review.
Conduct a final audit of the file 7 days prior to closing to ensure all documents are uploaded and the file is complete.
Confirm final recording and alert agents.
Coordinate Closing Gift per agent instructions, if needed.
Send Thank You email to client.