-
Buyers / Sellers
-
Co-op Agents
-
Transaction Coordinators
-
Title/Escrow Closers
-
Loan Officers
-
Etc.
Seamless
communication
-
Review of all documents
-
Create Amendments and change forms
-
Facilitate signatures
-
Distribute to title & lending teams as needed
Document
facilitation
-
Open Escrow with title
-
Review title commitment
-
Request exceptions
-
Commission letter creation and distribution
-
HOA Demand/Estoppel
Title Company
coordination
-
Calendar event creation
-
Weekly summary reports
-
Automated text reminders
-
Coordination of timeline adjustments as needed
Deadline
monitoring
-
Thorough review of all contract documents
-
Signature facilitation
-
Broker-required corrections, if needed
-
On-time commissions
Compliance
assurance
-
Schedule the client's closing appointment
-
Schedule final walk
-
Prelim review
-
Closing reminder email
-
Final ALTA upload
Closing
preparation
-
Earnest Deposit instructions
-
Track appraisal results
-
Order home warranty
-
Utility reminders
-
Change of Address reminder & checklist
Additional
essentials
ready,
set,
leverage!
-
Transaction & Contact summary sheets
-
Homeowner insurance recommendations
-
Repair receipt tracking
-
Transfer/property details request (trash day, garage code, etc.)