Below is just a sample of what your customized action plan may contain as part of the closing process:

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• Verify all documents are properly executed by all parties.

• Ensure escrow has been opened and all parties have received the appropriate documents.

• Follow up on loan approvals.

• Confirm and verify appraisal, survey has been ordered.

• Create and maintain calendar of events and detailed task lists.

• Ensure all disclosures are completed.

• Schedule and follow up on inspections, walk-through’s, closings, and any other appointments.

• Monitor compliance with contract terms and deadlines.

• Coordinate tasks with co-op agent and title company.

• Upload and disseminate all documents, reports, and disclosures; provide follow-up.

• Keep accurate records of every detail on the transaction from under contract to close . We will even mail the transaction to the parties involved on your behalf.