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Contract to Close 

Whether you are representing the Seller or the Buyer, your transaction requires constant and consistent follow-up and document management.  All Transaction Coordination packages include:


Executed Contract through 
Option Period

  • Send Welcome | Introduction to all Parties

  • Ensure All Parties Have Executed Documents

  • Secure Client Portal To View Transaction Progress and View & Download Documents

  • Facilitate Delivery of Earnest & Option Fees

  • Provide Agent's Preferred Inspection Options and schedule Inspection (Buyers)

  • Manage Agent's Transaction Back Office Data Entry and Documents

  • Assist with Any Amendments

After Option Period

  • Weekly FollowUp with Lender

  • Weekly FollowUp with Title 

  • Maintain Deadlines and Documents as Required 

  • Provide Home Warranty Options, Order Warranty and Provide Invoice to Title for Closing (Buyers)



  • Schedule Closing 

  • Ensure Completion of Documents in Agent's Back Office System

  • Confirm CDA Created and Delivered to Title, With Agent Wiring Instructions If Requested

  • Communicate with Title and Lender on Clear to Close, CDA and Closing Documents

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