When a transaction is under contract, we will:

• Coordinate opening of the file with escrow and handle all documents securely.
• Introduction email will be sent providing a timeline of deadlines with a copy of the executed contract to coop-agent, buyer’s agent, buyer/seller - (Your client, as appropriate) lender and title company.
• Ensure documentation is complete, with dates, initials, signatures, and broker information
• Submit all required contract documents to broker for compliance.
• Send/request disclosure packages and retrieve signatures, if needed. 
• Ensure the lender, title company, and broker receive all amendments or changes to the contract. 
• Verify EM deposit and obtain receipt from escrow. 
• Verify inspection date and time. Ensure all parties receive reports for review. 
• Maintain contact with 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. 
• Order Home Warranty per contract, if needed. 
• Order HOA documents, if needed. 
• Confirm inspection, in accordance with offer deadline. 
• Monitor appraisal timeline and completion with the lender. 
• Coordinate and monitor buyer’s loan status with lender. 
• Ensure the buyer/seller is provided a copy of all documents. 
• Remind agent to draft Commission Disbursement. If TC is completing CD request, form MUST BE approved by agent before submitting to escrow and compliance.
• Upload all disclosures, documents, and reports into agent online transaction management service as they are received or fully executed throughout the transaction, if applicable.
• Provide access to the transaction management service 24/7 to all parties to the transaction.
• Maintain constant contact with all parties involved for status updates and resolution of outstanding items/issues. 
• Verify escrow has required documentation. 
• Coordinate and confirm final walk-through. 
• Schedule signing appointment for client and agent, if applicable. 
• Conduct a final audit of file 7 days prior to closing to ensure all documents are uploaded and the file is complete. 
• Confirm final recording and alert agents. 
• Upload Final CD to online transaction management service for compliance.
• At close, we will provide a completed hard-copy and digital copy of the fully executed transaction to your client.