Services
Contract
- Thoroughly review the contract to verify critical dates and ensure it is compliant
- Make any necessary corrections and/or collect missing documents
- Send introductory emails to all parties with executed documents and timelines (Lender, Title, Co-op Agent, Client, HOA)
HOA/Condo
- Request copy of all condo documents as required on condo rider
- Obtain executed condo receipt
- Confirm application/approval process with HOA, and assist with the application as needed
Title
- Confirm Escrow has been received
- Request/Order survey and/or elevation certificate
- Request title commitment, municipal lien search, and estoppel and send to client
- Coordinate closing with client and title company
- Request a preliminary settlement statement to review
Inspection / Repairs
- Coordinate/Confirm inspections with all parties
- Draft ICR or repair addenda, if needed
- Follow up on the progression of repairs, if applicable
Financing
- Confirm buyer has completed their loan application
- Confirm appraisal ordered and monitor the progression of appraisal
- Follow up on loan's progression (bound insurance, loan approval, CD acknowledgment, and CTC)
Mid-Transaction to Close
- Submit the file to your compliance for approval
- Complete DA and send to title
- Order home warranty and send to title
- Coordinate final walkthrough and relay utility information
Post Closing
- Submit closing documents for final compliance review