Introduction to all parties including a congratulations email to your client
Track buyer’s earnest money deposit
Create contact info sheet with all party's information
Communicate with lender and title/attorney about new contracts
Confirm title is ordered and obtained
Ensure disclosures are reviewed and signed by all parties
Ensure HOA documents are obtained
Coordinate due diligence documents with all parties
Coordinate inspection scheduling
Coordinate signatures for amendments as needed
Track and remind parties of upcoming deadlines
Ensure contracts are fully executed with all signatures and initials
Follow up with lender on status of appraisal
Coordinate walk through and closing arrangements
Send out detailed closing information email to your client
Ensure complete file compliance prior to closing
Provide agent completed file upon closing
Keep all parties up to date throughout transaction
What is included with AgentUp Transaction Coordination service?
Written by Devon Higgins
Updated over 8 months ago