Contract to Close Services
  • Review “Purchase and Sales Agreement” for missing information and signatures.
  • Contact all interested parties and introduce myself as your Transaction Coordinator and ask that all questions be directed to me
  • Notify all interested parties of pending deadlines, and important dates.
  • Forward Contact to Attorney, Mortgage Lender and Buyer (confirm receipt within 24 hours)
  • Obtain Lender/Attorney information from buyer if applicable
  • Change status in FMLS and GAMLS throughout the process
  • Fill out Green Sheet (KW)
  • Send email to Buyer reminding them to schedule the home inspection
  • Confirm with Buyer that the inspection has been ordered, coordinate with listing agent if necessary
  • Request utility information from seller and send to buyer
  • Request any HOA documents
  • Schedule Pest inspection if requested
  • Connect with Mortgage Lender and Attorney
  • Confirm appraisal has been ordered
  • Confirm title has been ordered
  • FOLLOW UP: Stay up to date on progress of underwriting and mortgage loan process
  • Send termite letter and termite bond if applicable
  • Coordinate closing- Obtain available times from all parties involved, confirm time with buyer, seller, agents and mortgage lender. Confirm back with attorney’s office to schedule closing.
  • Order home warranty (if applicable) and send invoice to closing attorney
  • Request a Buyers information sheet from attorney
  • Request wiring instructions from Attorney
  • Send Buyer a Moving Checklist with a list of all documents they will need at close
  • Schedule final Buyer walk through
  • Verify with Attorney and Lender that they have all amendments needed to close
  • Call lender to ensure we are ready for close
  • Contact Listing agent to make sure house will be cleaned (if applicable)
  • Contact buyer and seller to remind them of date and time of closing
  • Request a pay at flossing for and send to attorney (PAC)
  • Fill out any agency agreements, referral agreements or commission splits
  • Send email or gift to client and request feedback. Upload testimonial to your web site