Simply notify your Transaction Coordinator of your NEW contract.  Your TC will complete each step of the closing process along side you!

 

Here are a few things we do:

 

• Notify all parties that your Transaction Coordinator is the central point of contact for all details pertaining to the closing and that the Closing Specialist is representing you.

 

• Send contract and disclosures to client, opposite agent, Lender, closing agency, title company, attorney.

 

• Follow all performance deadlines of the contract to include earnest money/trust money, inspections, appraisal, completion of repairs.

 

• Coordinate and schedule all inspections as needed.

 

• Complete settlement company agent paperwork as requested.

 

• Contact and stay in touch with the lender, settlement company, agents, and clients.​​

 

• Ensure that all paperwork is completed in a timely manner, received by all parties that are applicable, and turn the sales file into your Broker for compliance. 

 

• Order home warranty if applicable and forward confirmation to settlement company.​

• Send your client instructions on Utility Providers.

 

• Schedule walk through and closing, and coordinate & notify all parties.

 

• Closing checklist sent to client with directions to closing attorney office, client responsibilities and required items for the closing (including what utilities to have turned on and by when).

 

• Obtain copy of preliminary settlement statement and forward to agent for review.

 

• Send clients a digital record of all contracts and paperwork concerning their purchase/sale with the agent's contact information included.

 

• Provide Agent with completed digital files for his records.

 

This is just a few of the tasks we do.  Our goal is to get the contract to the closing table.

 

         

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