Prepare Buyer agency required documents
Notify agent documents ready to review
Confirm all paperwork is signed and initialed
Make sure all paperwork is up to date & compliance approved in BrokerMint
Create Buyer Agency file in Brokermint
Create Buyer offer file in Brokermint
Prepare required contract documents
add listing disclosures to offer documents
Notify agent documents ready to review
Send for esignature once reviewed
Confirm all paperwork is signed and initialed
Make sure all paperwork is up to date & organized in BrokerMint
Confirm all paperwork is signed and initialed
Send introduction email to lender, title, both agents & client
Schedule all inspections (radon, home inspection, well and septic initially, termite – 2 weeks before closing
Alert client and other agent of the upcoming inspections
Get utility information from seller and send to buyer
Gather all home inspections receipts; confirm we have them all and match to PIN
Make sure all paperwork is up to date & compliance approved in BrokerMint
Review CD to make sure all credits, commission and fees are included
Prepare & send settlement letter to client with what to bring to closing/where to go
Schedule settlement and walk through with client & title company, confirm with COOP agent
Check on all contingencies before they are due to make sure agent is on track/aware
Complete commission disbursement in BrokerMint
Add CD & checks to BrokerMint
Enroll your client in the Client Follow-Up Program – 23 mailings throughout the next 5 years ($26.50 optional)**