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