Create the file in the agent portal with a review of documentation, and deadlines, create a checklist, and add dates to calendars

Create the file in compliance, obtain any missing items, and monitor compliance requirements.

Update milestones and notes throughout the transaction.

Send welcome emails noting to copy us on all communications and submitting contracts/documentation to all parties.

Send invitations to the buyer/seller for their portal providing access to all documentation.

Monitor the EM deposit and submit receipt.

Facilitate communications with all parties through the transaction.

Work with agent admin as applicable through the process.

Monitor deadlines and documentation throughout the process.

Create transmittal for title and any amendments as needed. All documents are submitted to the agent for initials of approval prior to the parties for signature or submission.

Be sure all parties have a copy of the HOA documentation if applicable.

Create a weekly report to be sent to all parties.

Request referrals through the process from the buyer/seller as you're impressing them with the level of service to increase referrals.

Schedule inspections if needed, and monitor inspection & resolution deadlines.

Obtain repair receipts & lien waivers. Submit them to title and portal/compliance files.

Order the home warranty if needed, and provide documentation to all parties.

Monitor loan process including appraisal, loan commitment, and clear to close, obtain regular updates, and assist as needed with items.

Monitor title order, provide title commitment to parties, monitor survey if needed, request preliminary settlement statement for review, and provide to all parties.

Problem solve with title and lender as needed.

Create amendments as needed, follow up, and update the file according to the amendments.

If the file is canceled, we handle the mutual release to all parties and request documentation needed for compliance to close the file.

Submit to the concierge for utilities/moving service if applicable with an update to buyer/seller.

Schedule closing with the parties.

Confirm the final walk-through is scheduled.

Review compliance prior to closing to be sure all items are received.

Facilitate the key exchange.

Obtain closing documentation and submit to compliance.

Send a congratulatory email to clients with the final request for referrals.

Reach out for agent review and survey of client experience with all parties.

Update CRM, the agent gold mine, to be sure the agent can stay in touch with the client.