· Review contract, counter offers, addendums, and amendments to ensure all documents are fully executed with proper dates, initials, signatures, and broker information.
· Obtain missing documents and/or signatures.
· Contact all parties and introduce our role in the transaction as your personal transaction coordinator.
· Supply contract to all parties involved in the transaction.
· Send you reminders of contract deadlines.
· Draft the Commission Agreement, send for signatures & send to attorney or title company.
· Upload all disclosures, documents, and reports into online transaction management service as they are received or fully executed throughout the transaction.
· Gather utility information.
· Confirm Lender ordered title.
· Track appraisal & notify parties of results.
· Track the loan status of the Buyer and update weekly.
· Schedule Termite inspection and distribute letter, if applicable.
· Draft Amendments, circulate for signatures, and distribute to professional parties – Except Inspection Addendum*
· Verify Clear to Close with the lender.
· Send commission agreement to Attorney or Title Company.
· Order home warranty and send to Attorney or Title Company.
· Verify Attorney or Title Company and Lender have all amendments.
· Request Settlement Statement and send to you.
· Coordinate closing time and location.
· Inform all parties, send directions, update calendar and send reminders.
· Close out transaction in MLS and broker platforms, if needed.
Optional Services
· Review the Preliminary Title report.
· Schedule all Appointments (Home Inspection, Termite, Final Walk Thru, etc...).
· Prepare request for repairs or any changes to contract.
Agent Responsibility:
· Review the Draft Escrow instructions.
· Review the Preliminary Title report.
· Schedule all Appointments (Home Inspection, Termite, Final Walk Thru, etc...).
· Negotiate repairs or any changes to contract.
· Advise the client regarding Contingency removals (we will remind of you all dates and time-frames).
· Complete Final Walkthrough Inspection.
· Obtain signatures on Final Walkthrough & Property Condition Update (if applicable)
· Enter listing into Multiple Listing Services (MLS) - (*you will need to contact your mls to create an admin account*)
· Pre-list scheduling: Photos
· Upload photos to MLS
· Listing Description included
· Disclosures uploaded into Multiple Listing Services
· Add Virtual tour link to MLS, if applicable
· Email seller and introduce ourselves as part of your team
· Email seller when listing is live with link and copy of MLS sheet
· Order seller home warranty coverage
· Set up ShowingTime
· Create Flyer
· Create Social Media Image and Caption
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