Lets work together and be Beyond the ordinary

Here’s What You Can Always Rely on Us For:

• Send introductory emails to all involved parties, ensuring seamless communication from the start.

• Add key dates to the Agent's calendar upon request, helping you stay organized.

• Order title insurance and surveys (if needed) to keep the process moving forward.

• Follow up on the Earnest Money Deposit and provide copies to the relevant parties.

• Order OPRA reports (if applicable to New Jersey transactions).

• Confirm with the lender that the appraisal has been ordered and received.

• Ensure inspections are scheduled and promptly notify all necessary parties.

• Send reminders about inspection deadlines and follow up on submitted requests.

• Secure the mortgage commitment and distribute it to the appropriate contacts.

• Follow up on the title commitment and work with the title agent to ensure a clear title.

• Collect a list of utilities and share it with the relevant parties to facilitate the process.

• Track the Certificate of Occupancy (CO) and distribute it once received.

• Prepare and send the commission statement for approval, then forward it to the title agent.

• Confirm the “clear to close” status with the lender for a smooth closing process.

• Coordinate and schedule the closing date, ensuring all parties are informed.

• Request and review the ALTA/HUD statement, then send it to the client for review.

• Send a detailed settlement preparation email to the client to keep them informed.

• Gather all necessary closing documents from the title agent.

• Send a congratulations email to clients, complete with their electronic closing documents.

• Upload all contract documents to the Agent's Docusign, TransactionDesk, or Zipforms folder for easy access.

• Submit compliance documents and commission details to your company’s platform.

• Draft requested addenda, obtain approvals, and send them out for signatures as needed.