Collaborate with all parties related to your contract.
Create calendar of events to be shared with you and your clients.
Monitor weekly and daily events and deadlines.
Collect all necessary, executed documentation for your office file.
Order title, schedule inspection, and confirm appraisal has been ordered.
Gather HOA information.
Expedite delivery of title commitments, HOA documents, contract-related documents.
Upload documents to Docusign/CTME for signature and delivery to appropriate parties.
Confirm inspection repairs are complete with supporting documentation.
Confirm Home Warranty is purchased.
Upload files to your office’s paperless storage system.
Coordinate closing with all parties and schedule final walkthrough with clients.
Confirm all credits are accurately reflected on the settlement statements.
Act as an additional point of contact throughout the transaction, fostering timely communication and prompt action when needed.
