Buyer Complete Contract to Close Service

---

• Review Purchase Contract and Disclosures to obtain missing information and signatures
• Ensure disclosures are provided within contractual timelines
• Email executed paperwork to the client
• Ensure all necessary paperwork is in at the time of closing

• Initiate and coordinate the opening of Escrow
• Coordinate delivery of EM and obtain receipt
• Order Home Warranty if applicable & confirm it's ready before closing
• Send Home Warranty invoice to Title/Attorney
• Order Appraisal and get ETA on report
• Coordinate with Title to ensure lender docs are received and CD is delivered
• Monitor and review Closing Disclosure/HUD

(Final approval required by Agent)

• Schedule initial inspections
• Draft/send repair requests & contract amendments for electronic signatures

  (Input & Final approval required by Agent)

• Confirm repair request documentation is signed by all parties
• Obtain agreed-upon repair receipts from Listing Agent and share with Agent & Client

• Upload, organize and audit all documents for brokerage compliance

• Monitor all deadlines according to the contract agreements & follow up as needed to stay on schedule
• Add Key Deadlines to Agent & Client  calendars (Inspections, EM Date, TRID & Walk-through) for alignment
• Monitor appraisal completion by ETA given

• Send a Congratulatory Under Contract email to the client and Intro Email with a visual timeline to all parties.
• Maintain weekly contact with all parties involved for status updates and outstanding items
• Remind Buyer on HOI policy to be sent to lender
• Weekly Updates for Agent 

• Obtain Utility Information
• Order Commission Request and send to Title
• Schedule Closing date and time with Client, Agent & Title/Attorney
• Send client our Closing Prep Email a week before closing which will include the following:

1. Closing Day Checklist (Pre & Post)
2. Utility List w/instructions
3. Closing Expectations (CD Due Date, notice on future communication from the title on wire Instructions, closing day/time, walk-through coordination, etc.)

• Schedule Final Walk-through
• Coordinate closing gift for client
• Ensure client confirms wire instructions with title prior to wiring funds to prevent wire fraud
• Coordinate key administration
• Receive executed closing docs from Title/Attorney and close out In Compliance

• Prompt the client to provide Agent with a rating/review on social media
• Share all transaction files to Client

• Review Purchase Contract and Disclosures to obtain missing information and signatures
• Email executed paperwork to the client

• Confirm Escrow has been initiated
• Coordinate delivery of EM and obtain receipt
• Send Title Info sheet to Client for Completion
• Order Home Warranty if applicable & confirm it's ready before closing
• Send Home Warranty invoice to Title/Attorney
• Coordinate with Title to ensure lender docs are received and CD is delivered
• Monitor and review Closing Disclosure/HUD

(Final approval required by Agent)

• Draft/send repair requests & contract amendments for electronic signatures

(Input & Final approval required by Agent)

• Confirm all repair requests have been executed prior to deadline
• Gather repair receipts/invoices from Client and send to Buyers Agent 

• Upload, organize and audit all documents for brokerage compliance

• Monitor all deadlines according to the contract agreements & follow up as needed to stay on schedule
• Add Key Deadlines to Agent & Client  calendars (Inspections, EM Date, TRID & Walk-through) for alignment

• Send an Under Contract visual timeline to the client
• Maintain frequent communication with Buyer's Agent & Title/Attorney for status updates and outstanding items
• Weekly Updates 

• Send Utility Information to Buyers Agent
• Seller Prep Email prior to Closing
• Order Commission Request and send to Title
• Confirm Final Walk Thru and Key

 Administration with Buyers Agent

• Schedule Closing date and time with Client, Agent & Title/Attorney
• Confirm if Funded

• Prompt the client to provide Agent with a rating/review on social media
• Share all transaction files to Client