Ensure Seller’s disclosures, survey, HOA documents, title policy and relevant documents are delivered within the specified contractual deadlines
Review reports: Preliminary Title, Natural Hazard and Termite report
Return Seller’s Disclosures to listing agent
Complete necessary Real Estate forms: Request for Repairs, Contingency removals, Receipt of
Reports and Verification of Property (*Any negotiating/explanation of contracts
should be done by agent only)
Send out reminders of all due dates and contingencies in the contract.
Stay in touch with the lender, assist with appraiser access, confirm loan approval has been obtained.
Arrange Loan sign appointment. Check preliminary HUD statement and advise agent/client of balance to be delivered and options of payment (i.e. Cashier’s check, wiring and etc.)
Schedule and confirm walk through arrangements for buyer.
Schedule closing date and time with escrow on behalf of the buyer.
Ensure file is compliant with DRE and broker regulations
Send an electronic file with a summary of ALL documents included in the transaction.