Send the escrow officer a copy of the listing agreement and/or the purchase contract and any supporting documentation needed to open escrow.
Create a timeline based on contractual dates and terms.
Send an introductory What Happens Next email to your buyer and/or seller.
Communicate and follow up with you on all contingency deadline reminders.
Assemble and execute all the state required disclosure forms.
Cooperate with escrow officers, agents, lenders, and transaction coordinators.
Obtain the Natural Hazard Disclosure Report, Preliminary Title Report, Home Warranty, and any other report as specified in the contract.
Gather inspection reports from inspection companies (you, the agent, is responsible for scheduling appointments).
Ensure that all documents are signed and executed by the appropriate parties.
Categorize & Label
Properly label and file all paperwork for easy future referencing.
Send a Getting Close To C.O.E. email to your buyer and/or seller.
Upload the entire file to your broker's file storage system.
Provide your buyer and/or seller with a complete digital copy for their record.
Dos & Don'ts
Ensure that our activities never cross the line into what could be considered licensed activity. View Quick Guide