Send the escrow officer a copy of the 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 on all contingency deadline reminders.

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

Assemble and execute all the state required disclosure forms.

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 (agents are responsible for scheduling appointments).

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

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.