Review contract for missing signatures or initials in all appropriate places
Review documents for missing documents to be in compliance with your office requirements and GREC
Send Agent email with missing items and/or compliance issues listed
If you are the listing agent, update status in Fmls and Gamls.
Upload documents to your office via paperless system
Enter and submit Greensheet (KW only) or SSR Commission Report (Solid Source only), etc… (Whatever your company requires.)
Process closing paperwork and inform Agent if anything is missing
Turn in paperwork to your office
Fill out FMLS 118 and submit with HUD to FMLS
Change status in GAMLS, if you are listing agent
Send Agent a completed email informing Agent that all tasks have been completed and contract has been processed
All Starter Tasks PLUS:
Note all deadlines and special stipulations in the contract and send reminder sheet to Client
Verify pre-qualifying letter has been received and loan application has been made, appraisal ordered, etc.
Confirm documentation of loan status
Attempt to obtain homeowner’s association covenants and restrictions and HOA contact information
Oversee all contingencies and stipulations are met on a timely basis-confirm appraisal is received and approved by contingency date and lender has received underwriting approval by finance contingency deadline.
Order home warranty upon request and forward order confirmation to Agent
Schedule closing and coordinate and notify all parties
Check status with Lender and Closing Attorney and forward updates to all parties weekly
Confirm that all amendments are properly executed and received by the Closing Attorney
Send closing confirmation checklist to co-op Agent and/or Buyer (includes directions to Closing Attorney’s office and notes all necessary items at closing)
All Starter and Standard Tasks PLUS:
Notify all parties that we are the central point of contact for all details pertaining to the closing and that we are assisting the Agent, thereby freeing Agent from constant phone calls and emails
Set advance reminders for Client for all upcoming deadlines and ensure that deadlines are met via Agent online calendar
Upon request: Schedule home inspection and notify all parties
Provide Client with utility sheet
Upon request: Schedule final walk-through and notify all parties
Obtain copy of preliminary settlement statement and forward to Agent for their review
Assist agent in preparing documents that are missing upon compliance review such as buyer brokerage, listing agreement, ABA, if applicable etc…
Assist agent in preparing amendments throughout the contract as needed and as requested.
Assist agent with email request for additional docs needed or required by lender and/or attorney
Send documents out via Docusign, Dotloop or Fmls esign to appropriate parties for electronic signatures.
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Submit New Contract Instructions
After you are a client, you can submit your new contracts to your assigned transaction coordinator via email or you can submit them online below: