We begin with a mutually executed contract and offer transaction coordination support to facilitate the process of all involved parties toward a successful closing.
Coordinate and monitor buyer's loan status with lender.
Ensure buyer/seller receives copies of all documents.
Maintain contact with all parties for status updates.
Collect outstanding items from all parties.
Coordinate & confirm final walk-through; send calendar invites.
Schedule signing appointment for client & agent if applicable.
Submit required contract documents to brokerage for compliance.
Draft CDA and send for agent approval.
Submit agent-approved CDA to title.
Conduct final audit before closing to ensure all documents are complete.
Upload final closing documents
Coordinate file opening and handle documents securely.
Send introduction email with deadlines and executed contract to co-op agent, buyer/seller, lender, and title company.
Send/request disclosure packages and ensure all documents are signed by designated parties.
Verify EM deposit and share receipt from escrow.
Schedule and verify inspection date and time; send calendar invites.
Update deadlines for any contract changes.
Order Home Warranty per the contract if needed.
Order HOA documents through title if necessary.
Monitor appraisal timeline and completion with lender.
All new requests submitted by 3 PM (MST) Monday through Friday will be processed the same day.