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 used Loree and her team to train my Assistant and I am so thankful for them. They took the time for training and they followed up with her weekly for 3 months. Loree listened to all my concerns and addressed them with my assistant as needed. I can't thank The Assistant Institute enough. Because of them I have a very talented Assistant. I would recommend this company to anyone looking to hire or needs training for their Assistant.
Training is comprehensive and detailed. You will have a well trained real estate assistant after they complete the AI program!
Developed by knowledgeable real estate professionals who know how to teach effectively. Follow-up after the course will help you succeed.