Complete Reminder of Important Dates
Review files for compliance and provide feedback to agent.
Complete missing documents
Verify brokerage is complete along with all required KW documents
Generate Commission Agreement and send to co-op
Send completed Commission Agreement to attorney
Verify Earnest Money Check has been received and uploaded into Dotloop
Send introductory email to Seller, including Reminder of Important Dates, Executed Contract and all Exhibits.
Request Utility Information
Send introductory email to Lender along with contract documents
Send introductory email to Closing Attorney along with contract documents and request Seller Info Sheet
Send introductory email to Co-op Agent
Send Buyer/Seller Info sheet to client and send back to attorney once completed.
Track Loan Status with Lender weekly.
Verify Clear to Close/Loan Approval with the Financing Contingency Deadline
Notify all parties when you have received Clear to Close
Send Termite Letter, if applicable
Schedule closing date and time with closing attorney
Send closing confirmation to client.
Send closing confirmation to co-op agent.
Send Wiring Instructions and Directions to Client
Verify both Lender and Closing Attorney have all final documents including all amendments to the contract
Send a reminder with date and time of closing to all parties
Order Home Warranty if applicable and send order confirmation to all parties
Confirm Lender Package has been received by closing attorney
Request new forwarding address from Seller
Confirm Loop is complete, documents are in order and all tasks have been completed.
Update Listing Status in GAMLS
Email client Congratulations and request testimonial
Send thank you to Co-op Agent
