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*Review the contract for completeness and pursue necessary parties for outstanding initials, signatures & dates.
*Send client and all deal contacts involved in the transaction an email outlining important dates and deal documents.
*Add all dates to your digital calendar.
*Establish file in Skyslope, upload documents and contact information.
*Coordinate the timely satisfaction & removal of all contingencies and keep you informed of the progress
*Weekly lender check in
*Coordinate inspections and appraisals
PRE-CLOSING
*Provide clients with reminders to connect or disconnect all necessary utilities & secure homeowner’s insurance.
*Verify loan commitment with client’s lender
POST CLOSING
*Obtain final signed closing disclosures & upload to your system or record.
*Provide a congratulatory letter to your buyer(s) or a thank you letter to your sel
PRE-CLOSING
*Provide clients with reminders to connect or disconnect all necessary utilities & secure homeowner’s insurance.
*Verify loan commitment with client’s lender
POST CLOSING
*Obtain final signed closing disclosures & upload to your system or record.
*Provide a congratulatory letter to your buyer(s) or a thank you letter to your seller(s) prompting them to leave a review for you with clickable links. Give customers a reason to do business with you.
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