Services

Seller-Side Closer

• Locate Abstract & Order Abstract Update

• Order Pest Inspection

• Obtain Mortage Payoff(s)

• Clear Title by working with Realtor & Seller to obtain necessary paperwork to clear any items

• Coordinate the document preparation (deed, dec, groundwater)

• Communicate with the Realtor and Seller, as needed, throughout the closing process

Transaction Coordinator (Seller Side)

• Work with the closer to ensure all needed items are completed in a timely manner

• Coordinate photos of property

• Ensure all necessary paperwork is completed and provided to office staff, as applicable

• Communicate the closing process to the seller & answer seller questions

• Provide weekly communication to Realtor and Seller re: process and next steps

• Sign documents with the seller at a location that's convenient for them

• Obtain signed HOA Affidavit, if needed

• Take seller-signed documents to settlement agent and pick up checks

• Deliver checks to the Realtor

• Coordinate Thank You Gift for Seller

• Email Signed Settlement Statement to Seller after the first of the year for taxes

Transaction Coordinator (Buyer Side)

• Communicate with Buyer, Lender, and Listing Agent to ensure deadlines are being met

• Ensure Pest Inspection is received and any necessary action coordinated

• Review Title Work to ensure anything needed to clear title is provided

• Coordinate review of HOA Covenants and obtain HOA Contact Information

• Communicate with Buyer throughout the process (including important contacts, abstract information, Homestead Tax Credit, etc.)

• Communicate with all parties regarding deadlines

• Order Title Work & Send to Lender when available

• Review Seller-side Closing Documents for completeness and to ensure all items addressed

• Prepare Seller Closing Disclosure

• Coordinate Buyer Closing Disclosure items with Lender & review for completeness

• Sign/notarize lender documents with buyer

• Disperse checks after closing

• Walk through the Closing Process with the sellers

• Locate Abstract & Order Abstract Update

• Order Pest Inspection

• Obtain Mortage Payoff(s)

• Clear Title by working with Realtor & Seller to obtain necessary paperwork to clear any items

• Coordinate the document preparation (deed, dec, groundwater)

• Communicate with the Buyer's Realtor and Seller, as needed, throughout the closing process

Marketing - Customized to Fit Your Brand

• Establish consistent branding

• Create and schedule content to keep your name in front of potential clients

• Manage client communications (e.g., email lists), as well as social media

Sign Seller-Side Documents for Closing

• Meet with seller at a location that's convenient for them to sign the seller-side closing documents and 
  notarize documents

• Provide signed documents to Realtor or Settlement Agent - based on Realtor preference

Lender Signing

• Meet client in a location convenient for them

• Coordinate buyer signatures and notarize documents

• Deliver signed package to lender

Other