Review Contract and Compliance File

Create Summary Sheets and Send Introductions to Client, Lender, Title, and Co-Op

Monitor Contingency Deadlines & Share Calendar Invites

Coordinate Earnest Money Deposit & Home Inspection Scheduling

Communicate with All Parties

Deliver Updates to Buyers/Sellers

Order Home Warranty

Confirm & Deliver Utility Information

Complaince Audits for Broker-Specific Requirements

Coordinate Walkthrough & Closing

Deliver Closing Documents to Client and Brokerage

Request Client Review

7, 30, 90, and 180-Day Follow Up Emails

Audit Compliance File

Notify Agent of Missing Paperwork

Share Calendar Invites for Contract Contingencies

Pre-Close Compliance Audit

Deliver Closing Documets to Brokerage