Send introductions to all parties involved.
Compliance check - We check that documents have initials/signatures where needed. Follow up on corrections needed.
Schedule vendors - photography/drone/3D tours, measuring, cleaning, home warranty, staging, etc.
Add important scheduled dates to agent’s calendar & send reminders
Call HOA to Confirm Dues/Assessments & Obtain Docs if Possible
Enter listing into appropriate MLS
Add Showingtime information for the agent and client(s)
Create a Brochure and Flyer (will send you PDF file)
Send copies of paperwork to Clients
Maintain regular contact with you and your clients
Retrieve, review, & upload all documents for file compliance to your commission management platform
Compliance check - We check that documents have initials/signatures where needed
Add important dates to agent’s and client’s calendar - UC, DDP, etc
Introduction & updates with clients
Send contract to attorneys & send client attorney intake documents
Follow up emails with attorneys & buyer agent
Send out DD/EMD page for signatures to sellers and seller agent (if received) and send copy to the buyer’s agent
Remind of lockbox/key admin & final walkthrough
Basic scan/commission verification on CD/HUD/etc
Confirm closing/recording with attorneys
If applicable/requested:
Order home warranty and send invoice to pertaining parties
Obtain signatures/initials on repair requests/etc & send to other party
Upon closing, send all important executed paperwork to client
Retrieve, review, & upload all documents for file compliance to your commission management platform
Compliance check - We check that documents have initials/signatures where needed
Add important dates to agent’s calendar - UC, DDP, inspection, appraisal, etc
Introduction & updates with clients
Send contract to attorneys, lenders (if applicable) & send client attorney intake documents
Follow up emails with attorneys & lenders to ensure closing is on track
Obtain signed copies of DD & EMD receipt
Schedule inspections/obtain quotes from vendors
Write & send agreement to amend/other similar documents for signatures/initials and send to parties
Basic scan/commission verification on CD/HUD/etc
Coordinate final walk through
Confirm closing/recording with attorneys
If applicable:
Order survey
Order home warranty and send invoice to pertaining parties
Obtain signatures/initials on repair requests/etc & send to other party
Upon closing, send all important executed paperwork to client
CMAs
Land contracts
Mentorship
Additional services can be tailored to your specific needs!