• Client welcome email with key dates & next steps
• Intro emails to attorney, lender & co-op agent with contract docs
• Add key dates to agent’s calendar
• Create & manage transaction in Command
• Submit transaction to MCA
• Create commission tab and submit to MCA
• Confirm EM received & notify all parties
• Follow up with Attorney & Lender - title ordered, appraisal status, final CD & Clear to Close
• Weekly updates to agent
• Draft/send amendments (except ATAC/Repair) for signature & distribution
• Request & send utility info to client
• Order home warranty (if applicable)
• Send closing instructions to attorney
• Schedule closing and inform all parties, send calendar invite to agent and client
• Closing reminder to client with time, address & details
• Confirm all parties have necessary docs
• Submit Pay at Close (if applicable)
• Review DA and share with closing attorney
• Request and review preliminary settlement statement
• Change status to sold/closed in MLS & submit forms
• Upload HUD/Settlement Statement to Command
• Close transaction in Command and Docusign/Dotloop
$400
DUAL TRANSACTIONS:
Same agent on buyer and seller side - additional $200