· Send out an introductory email to clients, outlining critical dates including AOS and any other required documents
· Set up a file for all parties to stay connected - including reminders and notifications through our transaction management system
· Make a timeline for client and agent to ensure deadlines are met and kept
· Coordinate with title & lender on all deadline & requirements.
· Ensure all required documents are promptly forwarded to the listing agent
· Schedule and coordinate all property inspections
· Follow up on repairs and forward receipts to title
· Coordinate Escrow Deposits
· Coordinate with township or borough to confirm if U&O is required
· Confirm and coordinate if HOA/Condo Docs and/or warranties are required
· Coordinate Appraisal
· Obtain utility information for the buyer
· Confirm buyer has ordered homeowners insurance
· Schedule walk-thru with buyers
· Schedule settlement
· Review ALTA statement and share it with the agent.
· Close listing on MLS
· Upload executed ALTA & check to compliance
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