Buyer- Contract to Close

Maintain loop by keeping all documents in order and compliant

Fill out escrow sheet entirely

Submit all required docs to admin

Email introduction to all parties

Email directing buyers to submit earnest deposit

Submit all necessary docs to title and lender

Obtain earnest deposit receipt from title

Obtain and review title commitment, put in loop

Addenda preparation with direction from agent + signature requests as needed

Order home warranty, if necessary, and send to pertinent parties

Get lender updates; 2 weeks after pending to check on appraisal + 1 week before closing

Obtain termite report and put in loop

Submit final inspection resolution after you have negotiated terms in writing

Email to remind buyers to call utilities with clickable utility company list

Schedule closing time and location with title, buyers, agent, lender: send calendar invites

Schedule final walk through: send calendar invites

Obtain and review final settlement statement

Send client review request

Send settlement statement to client at the end of the year for tax purposes