• Coordinate opening of the file with escrow and handle all documents.

• Ensure everything is fully executed with dates, initials, signatures, broker information, etc. (if not, update/gather).

• Introduction email will be sent providing a timeline of deadlines with a copy of the executed contract to co-op agent, your client (as appropriate), lender, and title company.

• Calendar the contract timeline dates and send to my agent.

• Ensure the lender, title company, and broker receive any amendments or changes to the contract.

• Verify EM deposit paid and obtain receipt from escrow.

• Verify inspection date and time. 

• Ensure Inspection Notice/Reports sent/received, as appropriate.

• Follow up on repairs and receipts from Resolution items.

• Keep in contact with all parties, throughout the transaction, for status updates & outstanding items.

• Provide automated weekly updates, to my agent, on the status of the transaction from my TC system.

• Update deadlines due to any changes in the contract.

• Order Home Warranty per contract, as applicable.

• Monitor appraisal timeline and completion with the lender.

• Coordinate and monitor buyer’s loan status with lender.

• Remind agent to draft Commission Disbursement. (If TC is completing CD request, the form MUST BE approved by agent before submitting to escrow and compliance.) 

• Upload all disclosures, documents, and reports into agents/brokers online transaction management service as they are received or fully executed throughout the transaction, for compliance. 

• Remind your client to setup/transfer utilities (as applicable) and update their address.

• Help Coordinate scheduling of Closing Appointment/Walkthrough (as applicable).

• Conduct a final audit of file 7 days prior to closing to ensure all documents are uploaded and the file is complete. 

• Upload Final HUD/ CD to online transaction management service for compliance.

• Schedule email for January of following year, to send Final HUD/ALTA to client for tax purposes (if desired).

Fee Schedule

• Buyer or Seller Side: $400 

• Both Sides (including an unrepresented other side): $500

• Paid at closing (within 3 business days of closing or receipt of invoice)