What we will do for you

Broker/Office Requirements

• Ensure all documents are collected and signed by all parties
  
• Upload all contract documents into compliance system
• Complete all forms/documents required by Broker
  

Condominiums/HOA

• Obtain copies of deed restrictions/condo docs/application and confirm receipt by buyer
• Ensure buyer has made application and performed interview, if required
  
• Confirm receipt of approval by the title company

Contract

• ​Contact all involved parties and introduce ourselves as a member of your team           by phone and email
  
• Thoroughly review contract and calendar all deadlines and timelines listed.
  
• Update to completed status once done.
  
• Confirm escrow deposit
• Weekly status updates sent to you
  

Closing

• Disbursement authorization is provided to the title company and checked for accuracy
• coordination of closing time and date with all involved parties -                                   if mail away, confirmation of receipt/return of package
  
• Ensure all utilities have been transferred accordingly
  
• Ensure delivery of lender closing documents to the title company
  
• Review of the settlement statement to ensure it matches the contract
  
• Schedule final walk-through
  
• Confirm receipt by buyer of final amount due at closing
  
• Confirm receipt by seller of proceeds amount
  
• Ensure Broker has received all required closing documents
  

Financing (regardless of seller or buyer side)

• Confirm buyer has made application
  
• Make sure appraisal has been ordered
  
• Follow-up with lender for appraisal results
  
• Monitor underwriting process through receipt of loan commitment                               followed by the clear to close
  

Inspections

• Schedule/confirm  inspections for both home and termite within the time frame            of the contract and inform all involved parties
  
• Prepare repair request if needed and obtain all signatures
  
• Add copies of all reports to online filing cabinet for storage

Insurance

• Schedule/confirm all insurance related tasks such as 4 point, roof, and wind mitigation
  
• Provide title company and lender with all documentations and invoices
  

Title Company

• Ensure all documentation is provided within the contract time frames
  
• Remain in constant contact throughout the transaction
• Review the title committment
• Acquire existing survey and title policy (if the exist and are still valid)
  
• Make sure new survey is ordered, if needed
  

Please contact Paul directly to inquire about any other services not listed above.