What We Do

We serve as an extension of your team, helping manage the details that keep transactions organized, compliant, and on schedule.

Broker / Office Requirements

• Collect and confirm required signed documents
• Upload contract documents into the compliance system
• Complete required broker forms and documentation

Contract Management

• Introduce our team to all parties by phone and email
• Thoroughly review the contract
• Calendar deadlines and timelines
• Confirm escrow deposits
• Provide weekly status updates

Condominium / HOA Coordination

• Obtain deed restrictions, condo documents, and applications
• Confirm buyer receipt of required documents
• Track application and interview requirements
• Confirm approval receipt by the title company

Financing Support

• Confirm buyer loan application
• Confirm appraisal has been ordered
• Follow up on appraisal results
• Monitor underwriting through loan commitment and clear to close

Inspections and Insurance

• Schedule and confirm home and termite inspections
• Prepare repair requests when needed
• Coordinate insurance-related items such as 4-point, roof, and wind mitigation documentation

Title and Closing Coordination

• Maintain communication with the title company
• Review title commitment
• Obtain existing survey and title policy when available
• Order a new survey when needed
• Coordinate closing date and time
• Review settlement statement for contract accuracy
• Schedule final walkthrough
• Confirm buyer funds and seller proceeds
• Help ensure all closing documents are delivered and received