Contract to Close 

• Review AOS & Supporting documents, set up internal file

• Set up and maintain calendar with all important dates/deadlines, provide reminders if requested

• Send introduction emails to all parties involved

• Manage contingencies throughout the transaction

• Verify EMD sent/received

• Schedule/coordinate (if requested) inspections, receive/distribute reports, monitor repairs are complete prior to closing and title has copies of invoices and/or paid receipts of work completed, when applicable

• Order title insurance, monitor & communicate progress, and take necessary actions to clear title, schedule settlement, submit all pertinent settlement charges.

• Coordinate with the lender on all deadlines and requirements, confirm appraisal, process all follow-up necessary for clear to close 

• Obtain utility information

• Schedule walkthrough and closing

• Receive, review, distribute the ALTA/CD

• Upload all required documents to compliance (including executed ALTA and check)

• Complete transaction compliance requirements, upload all necessary documents for compliance to agent/broker portal