Review Purchase and Sale Agreement for accuracy and completeness

Note all contingencies and deadlines for follow up

Provide copies of contract to the lender and title company

Enter all parties into Agent Office, our database software

Schedule home inspection and alert all parties, if buyer client

Obtain loan approval letter and forward to all parties

Ensure that title company has payoff information, if seller client

Have title draft Specific POA or QCD, if necessary

Order Home Warranty, if necessary

Review Title Commitment and have copy sent to Buyer

Review home inspection report and remind agent to draft RE-10

Verify that lender has ordered the appraisal

Contact lender regularly to obtain updates on Buyer’s financing

Determine if there are any issues that may delay closing

Ensure Buyer has homeowners insurance

Schedule signing time / Schedule final walk though/ Re-inspection

Provide client with utility phone numbers

Ensure inspection items have been completed and obtain invoices

Arrange for key/opener transfer

Request and review closing statements

Check office file for completeness

Verify funding and recording and inform all parties