$400

✅ Reviewing the executed purchase contract for
completeness (all signatures and initials)
✅ Confirming all critical dates and deadlines for full
contract compliance
✅ Sending a congratulations email to your client
with the next steps and contact info
✅ Introducing myself to the co-op agent, title
company, and the lender to establish clear
communication
✅ Ensuring all required disclosures and documents
are completed and submitted promptly
✅ Creating and managing the transaction in your
broker’s compliance system
✅ Coordinating inspections and tracking
completion timelines
✅ Confirming receipt of the buyer’s earnest money
deposit with the appropriate party
✅ Ensuring HOA documents are ordered and
delivered to the buyer promptly
✅ Monitoring key deadlines and sending timely
reminders to the agent
✅ Requesting utility information from the seller or
listing agent for buyer convenience
✅ Confirming the appraisal has been ordered and
completed within the required timeframe
✅ Ordering the home warranty, when applicable
✅ Requesting status updates from all parties as
closing approaches
✅ Ensuring the Commission Disbursement
Authorization (CDA) is submitted and received by
the title company
✅ Confirming Clear to Close (CTC) has been issued
by the lender
✅ Coordinating the closing schedule and ensuring
all parties are aligned
✅ Providing ongoing updates to all parties
throughout the transaction
✅ Sending a thank-you email to your client uponclosing, with a link to leave a Google review