Close Confidently, Knowing Every Detail’s Covered!

• Draft listing into the MLS

• Set up ShowingTime service

• Prepare and draft disclosures before going under contract

• Schedule photography, staging, and signage if requested

• Upload photos and virtual tour into MLS listing

• Collect utility and general property information in advance, prior to contract

• Gather due diligence documents ahead of time (including past inspection reports, repair/update invoices, warranties, appliance manuals, well/septic records, permits, and utility bills)

• Enter transaction details in the office system

• Submit the commission request within the office system

• Send an introductory message to all involved parties

• Schedule all key appointments, such as appraisal, inspections, and closing

• Send deadline reminders per agent preference

• Coordinate signatures and manage necessary paperwork

• Conduct a preliminary file and document review

• Submit the file for compliance review within the office system

• Send the Commission Disbursement Authorization to the title company

• Distribute reports and final documents to all parties, including a complete document file for clients

• Close the transaction in the office system

• Send a closing message with congratulations and thanks to all parties

• Set up and close out the opportunity in the office system

• Open a title order

• Collect HOA information

• Submit the commission request in the office system

• Send a welcome message to all parties

• Share necessary documents with the co-agent

• Configure the document management system (e.g., DocuSign, CTM, or DotLoop) with contact details, closer, lender, deadlines, and folders.

• Arrange essential appointments, including appraisal, inspections, and closing

• Send deadline reminders according to agent preferences

• Manage paperwork and gather signatures as needed

• Conduct an initial review of the file and documents

• Submit the file for compliance review in the office system

• Send the Commission Disbursement Authorization to the title company

• Distribute reports to all parties

• Send closing emails with congratulations and thanks to everyone involved

• Close out the listing in the MLS

We understand that each transaction is unique, Our services are fully customizable to fit your preferences and business style. We’ll work with you to create a tailored solution that complements your workflow and provides the level of support you need.