SERVICES

CONTRACT-TO-CLOSE TRANSACTION BASICS

  • 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.

BUYERS SIDE

All of the Contract-to-Close Basics PLUS


  • Upload Buyer's Agency Agreement, Working With Real Estate Agents Disclosure and all broker required forms for compliance.

  • Submit all executed contracts, disclosures, addendums and amendments to the lender and attorney.

  • Shedule inspection(s) and notify all parties of appointments

  • Follow up on repairs and receipts from inspection

  • Give utility contact info and remind the buyer to transfer utilities.

SELLERS SIDE

All of the Contract-to-Close Basics PLUS


  • Upload Listing Agreement, Working With Real Estate Agents Disclosure, Residential Property Disocloure, Mineral and Oil Gas Rights Disclosure and all broker required forms for compliance.

  • Submit all executed contracts, disclosures, addendums and amendments to the lender and attorney.

  • Update the MLS listing status to pending and sold.

DOUBLE END

Yay, Congrats! Don’t you worry, we will handle your transaction from start to finish with all the same services included with the Buyer Side and Seller Side.

OFFER PACKET

With provided terms, fill in an offer to purchase and contract, and complete any other required additional provisions and addendums. Gather required documents and disclosures. Send for client review and signatures. Send Offer Packet to listing agent.

PRELISTING PACKET

Prepare and send Listing Agreement, Working with Real Estate Agents Disclosure, Residential Property Disclosure, Mineral Oil and Gas Rights Disclosure, and other required disclosures to client for review and signatures. Create seller profile on agent’s online transaction management service. Schedule photography and measurement/sketch appointments. Add property to MLS, upload pictures and disclosures. Set up Show Times.

Are you ready to get your time back and be more available to your clients?

AGENT EXPECTATIONS

  1. Negotiate repairs and any changes to the contract.

  2. Advise your client.

  3. Review any drafted document.

  4. Review the settlement statement.

PRICE LIST

SELLER SIDE: $300

BUYER SIDE: $350

DOUBLE END: $450

OFFER PACKET: $45

PRELISTING PACKET: $100

PAYMENT POLICY

  • Contract-to-Close Transactions: 50% non-refundable retainer fee due immediately to start transaction, remaining 50% due at closing. In the event the contract fails to close the remaining 50% is no longer due.

  • Packets: Payment due upon completion of task.