- MANAGE TRANSACTION FROM OPEN TO CLOSE
- CREATE A FILE WITHIN TRANSACTION MANAGEMENT SOFTWARE
- CALENDAR ALL CONTINGENCIES AND DEADLINE DATES, SET UP REMINDERS TO ENSURE DATES ARE NOT MISSED
- SEND EXECUTED CONTRACT TO ESCROW AND LENDER
- INTRODUCTION EMAIL TO CONNECT ALL PARTIES AND ACKNOWLEDGE CONTINGENCIES AND DEADLINE DATES
- PERSONALIZED EMAIL TO YOUR CLIENT INTRODUCING OURSELVES AS PART OF YOUR TEAM
- CONFIRM THAT ALL ADDENDA ARE INCLUDED AND EXECUTED
- CONFIRM THAT ALL DISCLOSURES ARE ATTACHED AND EXECUTED
- CONFIRM ESCROW WITH TITLE, UPLOAD RECEIPT
- OBTAIN TITLE REPORTS, UPLOAD AND SHARE WITH APPROPRIATE PARTIES
- ORDER HOME WARRANTIES WHEN APPLICABLE
- ORDER/SCHEDULE INSPECTIONS WHEN APPLICABLE
- GENERAL HOME
- WDO/TERMITE
- SEPTIC
- ROOF
- POOL
- MISC.
- ASSIST WITH SCHEDULING REPAIRS IF APPLICABLE
- OBTAIN ALL RECEIPTS FOR WORK AND ADD TO FILE
- WHEN APPLICABLE AND AVAILABLE, PROVIDE UTILITY INFORMATION
- CONFIRM FINAL WALK-THROUGH INSPECTION
- CONFIRM AND CALENDAR CLOSING
TRANSACTION MANAGEMENT TASKS
TRANSFORM A LIFE
