Buyer-side transaction

• Get disclosures distributed and signed 

• Send email introductions and next steps to title, co-op agent, lender, and you with the contract (s), contact sheet, and any needed actions

• Send information to the buyer with EM deposit instructions, other needed items, and what they can expect next

• Coordinate scheduling of inspection

• Open compliance with your brokerage and keep it up-to-date with documents and any edits the office requests

• Coordinate delivery of title, EM receipts, HOA, and any due diligence documents 

• Update you throughout about any outstanding deadlines or actions

• Draft/deliver amends at your instruction

• Ensure documents such as HOA docs, title commitment, and settlement statements are added to CTM and sent to you and your client for review

• Regular and frequent proactive lender update requests throughout to make sure everything stays on track

• Collect and distribute inspection receipts

• Submit all documents for final compliance review and ensure you receive a CDA for payment at closing - if your brokerage offers one

• Send your commission instructions to title once you’ve approved them and confirm they’ve been received with all instructions

• Schedule closing with you, the title company, and your client

• Send closing date, time, and location to client and co-op agent via emails and calendar events

• Request clear to close with the lender before the loan objection deadline

• Get key and access information for buyers

• Complete and close your office compliance after the closing day

• Upload all closing documents to CTM for your long term records

Listing Input

• Create a first draft listing input into the MLS for agents to review and complete

• Upload photos, virtual tours, and any supplements you send to us

• Set up Showing Time instructions and notifications

• Draft disclosures and get signatures

• Open compliance with your office

Seller-side transaction

• Update MLS to Under Contract

• Get disclosures distributed and signed 

• Send email introductions and next steps to title, co-op agent, lender, and you with the contract (s), contact sheet, and any needed actions

• Send information to the seller about what to expect next and what may be needed from them

• Instruct title to order HOA documents if needed

• Send HOA document requirement checklist to the seller if they are self-pulling

• Coordinate scheduling of the inspection

• Update your office compliance to Under Contract

• Coordinate delivery of title, EM receipts, HOA, and any due diligence documents 

• Update you throughout about any outstanding deadlines or actions

• Draft/deliver amends at your instruction

• Ensure documents such as HOA docs, title commitment. and settlement statements are added to CTM and sent to you and your client for review

• Regular and frequent proactive lender update requests throughout to make sure everything stays on track

• Collect and distribute inspection receipts

• Submit all documents for final compliance review and ensure you receive a CDA for payment at closing - if your brokerage offers one

• Send your commission instructions to title once you’ve approved them and confirm they’ve been received with all instructions

• Schedule Closing with you, title, and your client and create a calendar event for everyone

• Send closing date, time, and location to client and co-op agent and follow up on their closing time and desired walkthrough

• Confirm clear to close with the lender

• Update MLS to SOLD

• Complete and close your office compliance

• Upload all closing documents to CTM for your long term records