So many things have to happen once you get a property under contract. Not all of them HAVE to be done by you.
How many items on this list are you still doing?
□ Create a file with all documents, notes, emails and tasks needed/completed
□ Complete timeline and transaction sheet, send to all parties
□Email introduction to everyone on the transaction lender, escrow, co- operating agent, etc. following up with an email so they have contact info
□ Gather all disclosures to obtain client's signatures
□ Request HOA/Condo docs status from Escrow
□ Track deadlines and stay ahead of them to ensure contract compliance
Upload docs to online broker system, prepare office information sheet/commission breakdown and maintain a backup digital file
□ Follow up and track repair items, gather receipts for file
□ Manage others to ensure they are on task, jump in if needed to pick up slack
□ Verify that escrow officer has what they need to facilitate a SMOOTH closing
□ Request and track loan commitment, appraisal, lender approval, clear to close
□ Provide updates to your client and answer routine questions
□ Order home warranty and deliver copy to buyer's agent and escrow officer
□ Provide buyer or buyer's agent with utility info received from seller
□ Get the closing statement and closing package from escrow officer
□ Confirm funding took place and commission check received
As your highly skilled Transaction Coordinators we will do all of these for you.
Are you finally ready to get some help
with these items?........Let's talk SOON!
“…..very few other industries operate the way real estate does. The division of labor isn’t just an ‘optional’ idea in the modern economy; it’s a critical one. To make beautiful music, the symphony requires each person to do their PART; if one person tried to do it all, it would be a mess.” Matthew Ferrara
How many items on this list are you still doing?
□ Create a file with all documents, notes, emails and tasks needed/completed
□ Complete timeline and transaction sheet, send to all parties
□Email introduction to everyone on the transaction lender, escrow, co- operating agent, etc. following up with an email so they have contact info
□ Gather all disclosures to obtain client's signatures
□ Request HOA/Condo docs status from Escrow
□ Track deadlines and stay ahead of them to ensure contract compliance
Upload docs to online broker system, prepare office information sheet/commission breakdown and maintain a backup digital file
□ Follow up and track repair items, gather receipts for file
□ Manage others to ensure they are on task, jump in if needed to pick up slack
□ Verify that escrow officer has what they need to facilitate a SMOOTH closing
□ Request and track loan commitment, appraisal, lender approval, clear to close
□ Provide updates to your client and answer routine questions
□ Order home warranty and deliver copy to buyer's agent and escrow officer
□ Provide buyer or buyer's agent with utility info received from seller
□ Get the closing statement and closing package from escrow officer
□ Confirm funding took place and commission check received
As your highly skilled Transaction Coordinators we will do all of these for you.
Are you finally ready to get some help
with these items?........Let's talk SOON!
“…..very few other industries operate the way real estate does. The division of labor isn’t just an ‘optional’ idea in the modern economy; it’s a critical one. To make beautiful music, the symphony requires each person to do their PART; if one person tried to do it all, it would be a mess.” Matthew Ferrara