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

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