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Review contract, disclosures, addenda, and any additional paperwork for accuracy & compliance
Send introductory emails to all parties
Review and obtain any missing paperwork
Order title
Ensure delivery of earnest money deposit
Monitor all contract requirements & deadlines to ensure completion
Complete all tc checklist items
Send updates to all parties as applicable
Electronically record copies of all documents and ensure upload to brokerage transaction management software
Order home warranty as applicable
Follow up on completion and receipts of any required repairs
Coordinate utility transfer
Complete commission disbursement authorization (if applicable)
Obtain and review closing statements
Schedule closing appointments
Send closing appointment information email
Send calendar invitation for closing appointment
Final brokerage compliance check
Request Google Review on behalf of agent
Complete commission disbursement authorization (if applicable)