top of page
Buyer Services
Under Contract to Post Closing - $375
-
Act as liaison between buyers, sellers, agents, title & lender
-
Manage all documents in the brokerage transaction management system
-
Distribute executed contracts, addenda & disclosures to all relevant parties
-
Review all contracts & disclosures for accuracy & completeness
-
"Under Contract" introduction email to all parties with key details
-
Buyer "Congratulations" email with executed documents
-
Provide access to Agent & Client Portal for contract deadlines & general updates
-
Track all deadlines & contingencies; send reminders to all parties
-
Gather & distribute due diligence documents (survey, insurance, HOA, etc.)
-
Confirm EMD receipt & distribute to relevant parties
-
Schedule & coordinate inspections, re-inspections & walk-throughs (per agent request)
-
Draft & manage amendments, repair requests & addenda; ensure execution & distribution
-
Monitor mortgage, appraisal, insurance & contingent sale status, & provide regular updates
-
Order home warranty & confirm receipt by title company or attorney
-
Request & review preliminary settlement statement & CDA for accuracy (price, concessions, fees, etc.)
-
Coordinate final closing details (time, location, mail-out/e-sign options) & confirm with all parties
-
Send client reminders for utility connections, move-in checklist & closing preparation
-
Ensure title, lender & client have all required documents
-
Submit broker compliance documents & close out transaction file
-
Request client testimonial
-
Update CRM with forwarding address & follow-up email reminders (1 month, 6 month, & annual "Housiversary")
-
Annual resend full electronic transaction file & year-end settlement statement to clients.
bottom of page