Open Escrow

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

Create Timeline

Create a timeline based on contractual dates and terms.

Make Introduction

Send an introductory What Happens Next email to your buyer and/or seller. 

Issue Reminders

Communicate and follow up on all contingency deadline reminders.

Collaborate

Cooperate with escrow officers, agents, lenders, and transaction coordinators.

Assemble Disclosures

Assemble and execute all the 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 (agents are responsible for scheduling appointments).

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 the buyer and/or seller.

Broker Upload

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

Client File

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