Phone:: 858.943.1903
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Contract to Close Package Includes:
Introduction to all parties of the transaction
Review of all documents for correctness and completion
Locate any missing documents
Load documents into document management system used by broker and turn documents into office
Assist with scheduling home inspection
Assist with ordering home warranty
Keep everyone updated on the status of the transaction
Important date reminders on calendar
Obtain utility information
Follow-up on information sheets and other documents to be returned to attorney/title company
Verify wire has been processed in time for closing
Obtain receipts as required per transaction
Report to MLS as required
Verify settlement statement has distributed for review
Prepare commission statement
Send closing gifts and thank you
Ensure client has necessary copies of documents
Experienced with the following programs:
Dotloop
Docusign
MLS - GAMLS, FMLS, MRIS, Paragon
MyKW
CTE
Canva
Powerpoint
Excel
Word
Supra
Showingtime
CSS
Surveymonkey
Constant Contact
Ixact Contact CRM
LionDesk CRM
Mailchimp
Wiseagent CRM
Onedrive
Dropbox
Egnyte
Google documents
Mac or Windows
Quickbooks
Paypal
Venmo
Facebook
Instagram
Pinterest
Zillow, Redfin, Realtor.com
Home
About Me
Testimonials
Contract to Close
Listing Services
Contact