What We Do For Agents

• Send clients a “Welcome” email introducing myself as a part of your team, giving a timeline of contingency deadlines, and we attach a copy of all their contract paperwork. 

• Review all documents for accuracy.

• Send the other-side agent an introductory email, requesting any missing documents or signatures. We will also obtain their title company and closer information.

• Fill out the transmittal and send the complete contract to title (& lender if any).

• Set up your calendar with key dates (inspection notice, loan commitment, closing day, etc). Please be sure to accept the calendar invitations.

• Order home warranty, if applicable.

• Obtain title commitment and earnest money deposit receipt. 

• Organize file and review broker compliance list. Submit file to Compliance. We continue to monitor the compliance status until the file is Approved.

• Obtain any missing documents and/or signatures.

• Take care of generating amendments, obtaining signatures on those (or any other documents needing client signatures), then sending to appropriate parties.

• Create a payout sheet/submit commissions per broker direction. Please inform us if there are any referral fees to be paid, splits and cap status we need to know.

• Our role for inspections involve uploading to the transaction management system and formatting Inspection Notice Responses during business hours. We will watch out for timeline compliance, and collect/forward repair receipts as needed.

• Obtain occupancy/municipal inspection from the seller, and inform buyers on action steps needed to obtain occupancy permit (if required). Forward passing occupancy/municipal inspection to buyers agent, if applicable.

• SELLERS: Once contingencies are resolved, send the seller a reminder to inform utilities of the final reading date and to forward mail.

• BUYERS: 2-3 weeks before closing, send buyer utilities information and mail-forwarding reminder.

• Watch out for all timelines and remind you if we are nearing a deadline.

• Verify that all broker-required documents are ready in advance of closing so that there is no delay in your pay-out.

• Schedule closing, invite all parties on Google calendar.

• Send the client an email with all closing instructions upon receipt of final numbers.

• Check in with you to make sure everything is on track on closing day!

• Update your CRM with client info.

• Close out listing on MLS (if applicable).

• Send a post-close email to clients with their copy of the closing statement, can include a review link for you if you have one.