Open Escrow

Send escrow officer a copy of the contract and any supporting documentation needed to open escrow.

Create Timeline

Create timeline based on contractual dates and terms.

Make Introduction

Send introductory What's Happens Next email to buyer and/or seller. 

Issue Reminders

Communicate and follow up on all contingency deadline reminders.

Collaborate

Cooperate with escrow, agents, lender, and inspectors.

Assemble Disclosures

Assemble and execute all state required disclosure forms.

Order Reports

Obtain the Natural Hazard Disclosure Report, Preliminary Title Report, Home Warranty, and any other report as specified in the contract. 

Gather Reports

Gather inspection reports from inspection companies (agent is responsible for scheduling inspection appointment).

Obtain Signatures

Ensure that all documents are signed and executed by the appropriate parties.

Categorize & Label

Properly label and file all paperwork for easy future referencing.

Closing Email

Send a Getting Close To C.O.E. email to buyer and/or seller.

Broker Upload

Upload the entire file to the brokers file storage system.

Client File

Provide the buyer and/or seller with a complete digital copy for their record.