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contract to close

Contract Review & Compliance

Thoroughly review all contracts and disclosures to ensure accuracy and compliance with state and brokerage regulations.

  • Verify all required documents are fully executed and properly completed
     
  • Ensure accuracy of purchase agreements, addendums, and disclosures
     
  • Maintain compliance with brokerage and state transaction guidelines

Deadline Tracking & Task Management

Keep track of important contract deadlines to ensure a smooth closing process.

  • Monitor and remind agents of key dates (due diligence, earnest money, contingencies, closing)
     
  • Coordinate with all parties (agents, escrow, lenders, inspectors, etc.)
     
  • Keep all documents organized and submitted on time

Communication & Coordination

Act as the liaison between all parties involved to keep transactions moving forward.

  • Provide updates to agents, buyers, sellers, and third parties
     
  • Schedule inspections, appraisals, and closing appointments
     
  • Ensure lenders, title companies, and attorneys receive required documents

Document & File Management

Maintain an organized and secure transaction file to ensure all paperwork is completed and accessible.

  • Upload and manage all transaction documents in compliance with brokerage requirements
     
  • Collect signatures via electronic platforms (e.g., DocuSign, Dotloop, Skyslope)
     
  • Deliver final closing documents for record-keeping and compliance

Closing Preparation & Finalization

Ensure a seamless closing experience by making sure all final steps are completed.

  • Confirm all contingencies have been met before closing
     
  • Provide final transaction summary and closing packet to agents and clients
     
  • Follow up on commission disbursements and post-closing documents

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