Let us streamline your contract to close process 

Contract to Close 
 

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Contract

• Thoroughly review the contract, addenda's and disclosures for missing signatures and confirm receipt of all required documents to be compliant

• Calculate deadline dates and share dates with all parties

• Send executed contract to all parties along with a detailed introduction email

• Obtain receipt and send escrow letter to all

Inspection

• Confirm inspections have been scheduled and inform parties of date/time

• Send contract deadline reminders

• Prepare and send repair requests or applicable addendum for signatures

• Confirm repairs have been completed

HOA/COndo association

• Make sure the buyer submits application in a timely manner and confirm receipt with the association

• Request approval letter and send to all parties

Financing 

• Confirm the buyer(s) have made loan application by deadline date of contract

• Confirm appraisal has been scheduled

• Follow up with lender for confirmation of appraisal receipt

• Send reminder to lender for loan approval deadline

• Track the loan process for a clear to close

Title and closing

• Confirm Title Commitment, Lien Search, Survey and/or Estoppel have been obtained

• Request confirmation of any open permits/liens have been closed (if applicable)

• Coordinate title signing time/location

• Review closing statement for commission/transaction fee accuracy

• Provide disbursement authorization to title company (if applicable)

• Confirm cash to close was sent

• Follow-up on lender's loan package to title

• Congratulatory email sent to your customer with your review link

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Click Here to Submit Your Contract

Compliance Only
 

Compliance

• Thoroughly review the contract, addenda's and disclosures for missing signatures and confirm receipt of all required documents to be compliant

• Upload all necessary documents needed for compliance 

• Advise agent on any missing initial signatures

• Send the commission disbursement authorization [if applicable] to closing agent 

• Once in receipt of  settlement statement, upload into compliance system

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Click Here to Submit Your Compliance File