Coordinate opening of the file with escrow and handle all documents securely.
Send an introduction email, providing a timeline of deadlines with a copy of the executed contract to Co-Agent, Buyer’s Agent, Buyer/Seller - (your client as appropriate) lender, and title company.
Provide you with exclusive access to Folio by Amitree — an intelligent timeline tool that keeps your entire transaction organized from contract to close.
Ensure everything is fully executed with dates, initials, signatures, and broker information is completed.
Submit all required contract documents to Broker for compliance.
Send/request disclosure packages and gather signatures if needed.
Ensure the lender, title company and broker receive any amendments or changes to the contract.
Verify EM deposit and obtain receipt from escrow.
Verify inspection date and time. Ensure all parties have received reports to review.
Keep in contact with the title company and lender throughout the transaction. Provide Agent email updates on the status of the transaction, keeping you informed.
Update deadlines due to any changes in the contract on the timeline.
Collect HOA documents in accordance with deadlines and email to Buyer’s Agent (if on list side) or to Buyer (if on buyer side).
Order Home Warranty per contract, if needed.
Order HOA documents, if needed.
Confirm inspection(s) have been set up in accordance with the offer deadline.
Monitor appraisal timeline and completion with the lender.
Coordinate and monitor Buyer’s loan status with lender.
Ensure your Buyer/Seller is provided a copy of all documents.
Remind Agent to draft Commission Disbursement. If TC is completing a CD request, the form MUST BE approved by Agent before submitting to escrow and compliance.
Upload all disclosures, documents, and reports into the Agent's online transaction management service (Skyslope, e.g.) as they are received or fully executed throughout the transaction.
Maintain constant contact with all parties involved for status updates as well as outstanding items.
Verify escrow has all required documentation.
Coordinate and confirm final walk-through, if applicable.
Schedule signing appointment for client and Agent, if applicable.
Conduct a final audit of the file 3 business days prior to closing to ensure all documents are uploaded and the file is complete.
Confirm final recording and alert Agents.
Upload Final HUD/CD to online transaction management service for compliance.
Buyer Side
Upload Buyer’s Rep Agreement and all Broker required forms for compliance.
Submit all executed contracts, counteroffers, and amendment extensions (if applicable) to the lender.
Arrange for EM pickup/remind the Buyer to wire as necessary.
Upload all forms, amendments, and addendums for compliance.
Follow up on repairs and receipts from inspection.
Give utility contact info and remind the Buyer to transfer utilities.
Coordinate key transfer upon closing, if needed.
Send email to your client asking for a review on your preferred site.
Seller Side
Upload Listing Agreement and all Broker required forms for compliance.
Follow up for signatures on all documents.
Upload all forms, amendments, and addendums for compliance.
Follow up on repairs and receipts.
Change the MLS Data Input to “pending” and “closed.”
Order the For Sale sign and lockbox be removed.
Coordinate removal of any staging furniture.
Send email to your client asking for a review on your preferred site.
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