CONTRACT ACCEPTANCE

• Review all contract documents for completeness and pursue missing initials signatures and dates.

• Create a file in your Broker’s record system, upload documents, and provide contact information.

• Contact all parties involved in the transaction, including the lender, title company, client, and co-op agent; introduce myself and request that all transaction paperwork and communications include me.

• Add transaction and all dates to your digital calendar and personal pipeline management tool.

CONTRACT MANAGEMENT

• Coordinate inspections and walk-throughs with you, the co-operating agent, the service providers, and the clients.

• Coordination of title needs including forwarding reports and documents, obtaining buyers acknowledgement, obtaining sellers questionnaire.

• Track progress and update agent portal and broker compliance system as documents are submitted, and amendments are made.

• Weekly check-ins with agent, cooperation agent, and service providers.

PRE-CLOSING

• Confirm closing timeline with service providers, agents, and clients.

• Provide clients with reminder email to connect or disconnect necessary utilities.

• Ensure broker compliance file is complete, address any incomplete or missing documentation.

• Review settlement statement against contract, email final approved statement to clients with closing instructions.

POST CLOSING

• Ensure property is closed out on multiple listing service, and that signs lockboxes are removed from property.

• Send congratulatory message to your clients prompting them to customized call to action.

• Post closing on social media