Contract to Close

Start a file within 24 hours of receiving an executed contract.
Collect contract documents, addenda and related disclosures; verify signatures and dates on all documentation.
Assist getting all seller's disclosures, survey and T-47 and any other missing items.
Call client and send them introductory email with contract and deadlines.
Email agent and client with Google Calendar invites of all the important dates.
Introductory call to the other agent, lender and title.
Email title, lender and other agent the contract and related addenda and provide all pertinent contact information.
Confirm earnest money and option fee receipt and obtain receipted page of the contract.

Send emails out to clients with information about what to expect during the option period.
Confirm inspection(s) are scheduled and coordinate access with the client and the other agent.
Assist with amendments. (cut/paste verbiage from email sent by agent into amendment, get signatures)

Send emails to clients with information about what to expect during the survey, title and financing phase.
Order Home Warranty.
Assist with HOA docs.
Monitor all dates and status for: survey, title, appraisal, buyer & loan approval.
If issues regarding survey, title, appraisal or financing arise, that out of my scope, agent will be notified.
Continue communication with all vendors and clients.

Communicate by phone and email with client regarding expectations about closing.
Follow up on repairs and gather repair receipts.
Request CDA, get Agents approval and send to title.
Verify if there will be a buyer final walk through.
Verify if any signers will be remote.

What if the time-consuming details of a transaction were handled for you?