SERVICES
CONTRACT - TO - CLOSE
• Review Contract and check for all related • Provide or request CBS, Entry or Gate codes
documents, initials and signatures • Request and distribute invoices and receipts
• Clean up and organize contract for all completed work
• Obtain any missing or required • Prepare and draft Amendments throughout
documents, initials or signatures transaction (for your side only)
• Send introduction email with important dates • Send documents and amendments to all
and deadlines to all parties, Calendar invites parties throughout the transaction
• Send complete contract to all appropriate • Prepare or request Instruction to Close
parties (agent, attorney, lender, client) Attorney (ITCA)
• Ensure contract is complete and in • Prepare and forward Distribution Authorization
compliance per your brokerage and Pay-at-Close forms to attorney
• Upload contract and all documents to your • Obtain or order home warranty and send to
brokerage’s platform according to procedure appropriate parties
• Complete internal brokerage forms (brokerage • Provide or obtain list of utilities
agreements, Affiliated forms, pending or • Coordinate/Schedule Closing time and notify
closing forms, etc.) all parties
• Track important dates and deadlines and • Confirm Buyer's funds are wired
provide weekly status update emails • Request and distribute closing instructions
• Request, provide and confirm receipt of EM and directions
and send to all parties • Obtain copy of Preliminary ALTA
• Send preferred inspector list to Buyer • Confirm commissions wired
• Schedule home inspection upon request • Request Final ALTA and upload to brokerage
• Send inspection dates and time to all parties • Close transaction on MLS platforms
LISTING COORDINATION
Listing service free with correlating CTC Service
• List Property (MLS Dual Entry forms not • Upload Disclosures
needed) • Modifications
a. FMLS • Status Changes/Updates
b. GAMLS • Open House
• Upload Photos • Caravans
• Upload Virtual Tours • Close out in MLS/FMLS
