Send the escrow officer a copy of the listing agreement and/or the purchase contract and any supporting documentation needed to open escrow.

Send an introductory What Happens Next email to your client(s). 

Create a timeline based on contractual dates and terms.

Communicate and follow up with you on all contingency deadline reminders.

Assemble all disclosure paperwork in compliance with city, county, and state guidelines and send them to the seller for completion and signature via Glide.

Order the Natural Hazard Disclosure Report, the Preliminary Title Report, the Home Warranty, and any additional reports required by the contract.

Once the seller has completed and signed the disclosures, I will send you a Glide link to the disclosure packet, which you can post to your MLS listing and distribute to agents and potential buyers.

I cooperate with escrow officers, agents, lenders, and transaction coordinators throughout the escrow process.

Ensure that all disclosure paperwork, as well as listing and/or purchase contracts, are signed and completed by all parties.

Send a Getting Close To C.O.E. email to your client(s) letting them know what to expect as they approach the closing day.

Properly label and file all paperwork for easy future referencing.

Upload the entire file to your broker's file storage system.

Provide your clients(s) with a complete digital copy of the file for their record.

Cross the line into activities that can be seen as fiduciary duty and/or licensed agent responsibilities, such as contract negotiations, requests for repairs, arranging of in-person meetings, scheduling inspections, staging, marketing, MLS input, etcetera.