Buyer Under Contract to Close Services
$400
o Introduction to Buyer/Listing Agent/Title Company
o Deliver Disclosures to Buyers for Signature
o Start Compliance file and Provide all Docs to Brokerage for Compliance
o Confirm Earnest Money Deposit
o Confirm inspections
o *Coordinate with Listing agent, receipts required to satisfy Inspection Resolution
o *Assist in writing amendments
o Confirm Title Docs received
o *Confirm HOA Docs received
o Confirm Appraisal Value
o *Confirm/Order Home Warranty
o Obtain utility information from listing agent & provide to Buyer
o Provide Title with CDA/DA
o Provide Buyer with Settlement Statement
o Coordinate Final Walk and Closing
o Submit Closing Docs to Brokerage
o After Closing-Ensure all documents related to transaction are in CTMe
*If Applicable
Listing Under Contract to Close Services
$400
o Change MLS to Under Contract
o Introduction to Buyer Agent/Title Company
o Add Buyer Name to Disclosures and deliver to Buyer Agent for Signature
o Update Compliance file
o Confirm Earnest Money Deposit
o Confirm inspections
o Coordinate with Seller, receipts required to satisfy Inspection Resolution
o Assist in writing amendments
o Confirm Title Docs received
o Confirm HOA Docs received
o Confirm Appraisal Value
o *Confirm/Order Home Warranty
o *Confirm Contingency Sale Deadline with Buyer Agent
o Obtain utility information from Seller & provide to Buyer Agent
o Provide Title with CDA/DA
o Provide Seller with Settlement Statement
o Coordinate Final Walk and Closing
o Change MLS to Sold
o Submit Closing Docs to Brokerage
o After Closing-Ensure all documents related to transaction are in CTMe
*If Applicable
Listing Prep to Under Contract to Close Services
$550
Listing Prep-
o Introduction Email to Seller(s)
o Prepare all Listing Documents in CTMe & deliver electronically for signature
o Start Compliance file and Provide all Docs to Brokerage for Compliance
o Enter Incoming Listing in the MLS, to include photos and supplements-Activate Listing
o Create Showing Instructions
o Add Open House Dates to MLS
Listing Under Contract-
o Change MLS to Under Contract
o Introduction to Buyer Agent/Title Company
o Add Buyer Name to Disclosures and deliver to Buyer Agent for Signature
o Update Compliance file
o Confirm Earnest Money Deposit
o Coordinate inspections
o Assist in writing Inspection Resolution
o Coordinate with Seller, receipts required to satisfy Inspection Resolution
o Assist in writing amendments
o Confirm Title Docs received
o Confirm HOA Docs received
o Confirm Appraisal Value
o *Confirm/Order Home Warranty
o *Confirm Contingency Sale Deadline with Buyer Agent
o Obtain utility information from Seller & provide to Buyer Agent
o Provide Title with CDA/DA
o Provide Seller with Settlement Statement
o Coordinate Final Walk and Closing
o Change MLS to Sold
o Submit Closing Docs to Brokerage
o After Closing-Ensure all documents related to transaction are in CTMe
*If Applicable
A few things I don't do!!
• Manage your CRM
• Schedule or attend Inspections on your behalf
• Attend Closings on your behalf
• Host Open Houses
Because you have developed the personal relationship with your Clients, the following shall be
discussed between you and your Clients:
• Negotiate Contracts
• Negotiate Inspections
• Negotiate Low Appraisals
• Contact your Seller to give notice that a contract has been terminated
