Documentation Management:

•Collecting and organizing all necessary documents related to the transaction, such as purchase agreements, disclosures, addenda, and contingencies.

Timelines and Deadlines:

•Tracking important deadlines, including inspection periods, loan application deadlines, and other milestones outlined in the contract.

•Sending reminders to both the realtor and the client to ensure that all deadlines are met.

Communication:

•Facilitating communication between all parties involved, including the buyer, seller, lender, inspectors, and appraisers.

•Updating the realtor regularly on the progress of the transaction and any potential issues.

Contingency Management:

•Ensuring that all contingencies outlined in the contract are met within the specified timeframes, such as inspections, repairs, and loan approval.

Inspection and Appraisal Coordination:

•Scheduling and confirming inspection appointments and appraisals.

•Following up on inspection reports and ensuring any necessary negotiations or repairs are addressed.

Document Signing and Submission:

•Coordinating the signing of documents such as disclosures, contracts, and addenda by the appropriate parties.

•Submitting documents to the necessary entities, such as the escrow company, title company, and lender.

Transaction Status Updates:

•Keeping the realtor informed about the progress of the transaction, highlighting any potential roadblocks or concerns.

Title and Escrow Coordination:

•Working closely with the title and escrow companies to ensure a smooth closing process.

•Verifying that all title-related issues are resolved prior to closing.

Reviewing Closing Documents:

•Reviewing the closing statement and other closing documents for accuracy before the final signing.

Finalizing the Transaction:

•Confirming that all required documents are signed and submitted before the closing date.

Post-Closing:

•Sending client review request via email for agent’s favorite sites.

•If on the listing side, Close out MLS listing reminder email sent to the agent

•Home anniversary date for a year out added to agents calendar