Contract to Close

$400

• Review the executed purchase contract for completeness, including all signatures and initials

• Confirm all critical dates and deadlines to ensure full contract compliance

• Send a congratulations email to the client with the next steps and contact information

• Introduce myself to the co-op agent, title company, and lender to establish clear communication channels

• Ensure all required disclosures and documents are completed and submitted promptly

• Create and manage the transaction in the broker’s compliance system

• Coordinate inspections and tracking completion timelines

• Confirm receipt of the buyer’s earnest money deposit with the appropriate party

• Ensure HOA documents are ordered and delivered to the buyer in a timely manner

• Monitor key deadlines and send timely reminders to the agent

• Request utility information from the seller or listing agent for buyer's convenience

• Confirm the appraisal has been ordered and completed within the necessary timeframe

• Order the home warranty, when applicable

• Request status updates from all parties as closing approaches

• Ensure the Commission Disbursement Authorization (CDA) is submitted and received by the title company

• Confirm Clear to Close (CTC) has been issued by the lender

• Coordinate the closing schedule and ensure all parties are aligned

• Provide ongoing updates to all parties throughout the transaction

• Send a thank-you email to the client upon closing, with a link to leave a review, if applicable