Did you know?
An agent can spend up to 20+ hours a week working on administrative tasks instead of focusing on their clients and revenue-generating activities.
Why would you do this when your time is valuable?
Our Contract to Close process was created to help you manage and close more deals.
Here’s How We Help You
Review contract and obtain any missing documents and/or signatures
Obtain referral agreement and Broker’s W9 (if necessary)
Submit contract to your office
Change status in FMLS & GAMLS if your listing - if your buyer, send notification of contract to FMLS & GAMLS
Call your client to introduce ourselves and let them know we are assisting in getting to them to the closing table as smoothly as possible
Call Co-op Agent, Lender and Attorney’s office to introduce ourselves as part of your team and confirm who we should be in communication with throughout the process
All emails sent throughout the process will list us as part of your team in the signature block
Create Important Dates sheet and send to all parties, as well as put dates on your Google calendar sending event invites to all parties
Email the full contract and important dates sheet to your client with instructions on what to expect next
Email the full contract and important dates sheet to the Co-op Agent, Lender and Attorney’s office and confirm receipt
Obtain CBS code for lockbox and assist in scheduling home inspection and notify all parties
Remind all parties of home inspection the day before
Remind you of any upcoming deadlines at least 3 days before
Assist in prewriting amendments as needed - you will need to provide information for the amendment and review it before sending it to your client
Create Commission Agreement and get fully executed and send to Attorney’s office and Co-op Agent
Schedule any other needed inspections - you and /or your client will need to provide vendor information (we do not choose vendor)
Gather utility information and send it to either your Buyer or the Co-op Agent
Follow up with the Lender and Attorney’s office throughout the process for updates (buyer/seller information forms, all docs received, appraisal, title, HOA letters, clear to close, etc)
Notify all parties as information is received and verify Lender & Attorney’s office have all amendments and necessary documents
Coordinate with all parties and schedule closing and notify all parties once closing has been schedule and place on your Google Calendar with invitations sent to all parties
Send closing invitation to your client as well as follow up email with closing time, address and any instructions
Order home warranty and send confirmation to Attorney’s office and Co-op Agent
Verify your office file is complete and address any compliance issues flagged by your broker
Confirm closing package and wire received by Attorney’s office
Request Preliminary Settlement Statement
Review sales price, commission, earnest money, closing costs and any concessions for accuracy
Send to you for your review - will send to your client after you have approved it
Request a Pay at Closing if desired
Send to Attorney’s office once received by your office and confirm receipt
Text your client and Co-op Agent the day before closing with time, address and phone number of Attorney’s office so they have it handy
Send copy of final Settlement Statement to your client so they have an electric version
Place a copy of final Settlement Statement in your office’s file
Send your client link(s) to post a review on your website(s)
Send notice of closing to FMLS
Change status in GAMLS if your listing (send notice if your buyer)
I currently use Loree and her team for Virtual Contract to Close Process. I couldn't ask for more! The VA's know what to do, and when and how to get it done! I've had several great experiences with them and would highly recommend them to anyone needing assistance! They stay on top of everything from start to finish and reach out to clients during the "between time" just to see if they're in need of anything. First Class Experience Every Time!
The service Loree provides is excellent!. My business was growing faster than I could keep up with on my own. After making a bad hire, I went to The Assistant Institute for help. I didn't have time to search for candidates, start the interview process, hire and train. I needed to hire an assistant with Real Estate experience and I needed someone to train them quickly on systems and processes that I was familiar with.
Loree hit every checkbox on that list! From initial search to first day on job was less than 3 weeks. And her follow up after the hire is a testiment to her quality and dedication.
A bad hire cost me money and time - 2 things I did not have an endless amount of. Thanks to Loree, I now have what I am sure is the best assistant I have ever had. Thank you!
The Assistant Institute gave me all the tools I needed to jump right into my new role as Transaction Coordinator for my husbands real estate team. Loree's templates and step by step checklists were invaluable to a novice like me. I finished her class feeling confident and with the continued support afterward, I give Loree' 5 Stars! Highly recommend!
Loree's attention to detail and listening skills play a huge role in matching candidates with assistant opportunities. In addition, her first-hand experience in the real estate field contribute to the great training that she provides. She has the ability to predict challenges that assistants may face and is able to equip you with the resources needed for your success. If you're looking to enter the field of real estate as an assistant, Loree is the person for you!
I recommend Loree and the Assistant Institute without reservation! I have known Loree for many years and she also knows this industry backwards and forwards and makes our job so much easier by taking on the very important role of training assistants! She is a rockstar!.
The training class AI provides is something I wish all real estate assistant's were able to go through. I learned so much valuable information and it has already made me a better assistant. Not to mention, Loree set me up with an agent in the same day I interviewed with her and I got hired and started with them after one week. I highly recommend going through the Assistant's Institute for all of your RE Assistant needs! 🙂
Loreé is a very knowledgeable instructor. She does an exceptional job at pairing the right people to work together.
Loreè helped me find my dream job!
I was desperately seeking a career change, after having a 12 year love hate relationship with my grants administration and finance job. I was having trouble getting recruiters and employers to recognize my resume among the herd because my experience wasn’t in real estate. Loreè noticed that the skills actually translated and found a perfect real estate team to pair me with. The interview process was intense, 5 interviews total, but I felt the thought and care that was put into the process was a benefit in the end.
After I was hired, Loreè’s coaching has been a paragon. She’s been there every step of the way, lending an ear and giving advice that has consistently been spot on. I feel supported and Loreè leads by example. The thought and attention to detail that she has put into the training program is yet another aspect that has been so helpful. I honestly can’t thank her enough! If you’re looking for a career in real estate or an agent looking for a, fully trained and ready to go, assistant “The Assistant Institute” should be your next call!
If you are looking for some awesome, knowledgeable people to work with, these are the guys I highly recommend. Their Loree is great! She has done the job we do and therefore has first hand knowledge of what this job takes. Great at helping you brain storm areas of the job and her systems are easily adapted to your particular situation! Highly recommend!