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Update MLS w/ Status and contingencies (Seller U/C)
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Audit Contract for accuracy, ratification, initials, signatures, etc.
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Send email introduction to Buyer or Seller with a copy of the ratified contract and detailed information outlining the process through settlement.
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Send email introduction with a copy of the ratified contract to Lender, Title Company, Listing & Selling agent.
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Complete Case Processing Sheet
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Submit contract to broker for compliance review
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Confirm deposit of Earnest Money (EMD)
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Schedule Home Inspection with client, home inspector, seller/listing agent
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Send email confirming Home Inspection to all parties.
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Order HOA Docs, (Seller U/C) confirm receipt/delivery of HOA Documents, deliver/confirm receipt of proper acknowledgements
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Order Pest (WDI), receive and distribute to lender, title co., client and listing or selling agent
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Order home warranty, receive and distribute to title co. & client.
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Order water quality & septic inspection, receive and distribute to lender, title co., client and listing or selling agent. (if applicable)
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Schedule Reminders and track deadlines for all contract contingencies
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Confirm Appraisal Ordered from Lender
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Confirm receipt of & deliver HICRA to client
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Follow up on repairs/obtain receipts/deliver receipts prior to walkthrough
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Send/Request Financing Contingency Removal (as directed by agent)
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Send/Request Appraisal Contingency Removal (as directed by agent)
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Weekly follow up with Lender, Title, Cooperating Agent & Client
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Schedule Walkthrough & Settlement, Notify all parties
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Obtain/Distribute Utility Information, with reminder to initiate service on the day of settlement
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Order Sign Removal &/or Reminder for Lockbox removal (Seller U/C)
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Request/Review Preliminary ALTA Disclosure
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Send settlement reminder
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Send request for agent review on the platform of the agent’s choosing