Package Details

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• Send congratulations email to your Client.
• Send Intro email and contract to all parties, such as Co-Agent(s), Title Company, Attorney(s), and Lender. Email shall include all parties contact info. 
• Open Escrow and order title from Title Company.
• Ensure contract is fully executed along with any attachments to the contract.
• Create Contract Timeline. Ensure all parties acknowledge in writing.
• Assist the Agent in tracking ALL deadlines pertaining to Contract and or Addendums. 
• Create and maintain each file on Google Drive which the Agent will always have access to. 
• Create and maintain each file on the Agent’s Brokerage software/system.
• Schedule Inspections upon Agent request (not with Client).
• Send an e-calendar with Inspection details to all parties.  
• Maintain necessary communication with Title Company, Lender, Co-op agent and Agent throughout transaction pertaining to the contract deadlines.
• Request HOA documents from Agent if necessary.
• Create Commission Disbursement Authorization (CDA) to Agent for approval. Once approved, submit to the Agent's Brokerage Compliance. 
• Follow up with the Brokerage Compliance to receive the final CDA and send to Title Company if applicable.
• Preparation of requested documents pertaining to the Contract (Disclosures, Addendums and/or Inspection Objections, etc.). Once created, it will be sent to the Agent. Agent will be responsible for sending it to their Client. 
• Follow up with Agent on any documentation that is missing for signatures by all parties. 
• Follow up on a weekly basis with the Lender to obtain status on the loan.
• Ensure appraisal has been ordered and scheduled and all parties are aware. 
• Follow up on appraisal status and results. 
• Obtain loan commitment prior to deadline. 
• Obtain Preliminary Settlement Statements and Final Settlements Statements for Agent review. 
• Confirm the CD has been sent out 3 business days before closing. 
• Schedule Closing with Title Company.
• Send out email/E-Calendar reminder regarding closing date and time to all parties.
• Schedule the Final Walk Through with the Agent and Co-Agent. 
• Send an E-Calendar with the Final Walk Through details to all parties.  
• Should there be a POA involved, 1031 Exchange or it is a mail out closing, assistance to Client(s) and parties involved will be provided to ensure proper communication.
• Remind Agent about closing and closing gift. 

** No Client communication included with this package. Please see Client Care Package for added Client Features. 

**This package includes everything in the Transaction Management Package plus:

• Create a group chat with Agent and Client(s) for all communications. 
• Create and maintain each file on Google Drive which the Agent and Client will always have access to. 
• Coordinate and schedule Inspections with the Client, Inspector(s) and Co-op Agent. 
• Help obtaining the HOA documents from seller or HOA if necessary.
• Preparation of requested documents pertaining to the Contract (Disclosures, Addendums and/or Inspection Objections, etc.). Once created it will be sent to the Agent for written approval. Once approved, it will be sent to appropriate parties for signatures.
• Follow up on any documentation that is missing for signatures by all parties. 
• Send weekly, personalized updates to the Client. 
• Answer Client questions. 
• Ensure Client has received settlement statement and Agent/title has reviewed it with the Client. Upon request, the TC can assist with this. 
• Schedule the Final Walk Through with Client, Agent and Co-Agent. 
• Send Client FAQs.
• Remind Client about utilities.