Transaction Coordination
Contract Management
- Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo Doc’s.
- Weekly lender check in and more frequently when necessary.
- Coordinate inspections with you, the inspector, the Buyer and the co-op.
- On-going system of record maintenance as documents are submitted, changes are made via amendment, and we work through the transaction process.
- Send an email requesting home warranty selection and follow up until selection is made.
Pre-Closing
- Provide clients with reminders to connect or disconnect all necessary utilities and to secure homeowner’s insurance
- Verify loan commitment with lender, provide copies and notify you of any problems in underwriting.
- Order and review the title report. Notify you of any issues and help resolve them.
- Schedule final walkthrough and closing with your clients, the title company and you.
Client Intake
- Review the contractor for completeness and pursue necessary parties for outstanding initials, signatures and dates.
- Send the agent an email outline important dates and contact all parties involved in the transaction including the lender, title company, client and co-op agent; introduce myself and request that all paperwork and communications related to the transaction flow through me.
- Add all dates to your digital calendar.
- Establish files in your Broker system of record, upload documents and contact information.
Post-Closing
- Obtain final signed closing disclosures and upload to your system of record.
- Provide a congratulatory letter to your buyer (s) or a thank you letter to your seller (s) prompting them to leave a review for you with clickable links.
- Design Just Sold postcards and send out to the demographic of your choice (postage paid separately).