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Sales Transaction Management For Buyer

      


    Sales Checklist for Buyer                                                 Download PDF version

  1. Review Contract/Addendums/Disclosures For Any Missing Paperwork Or Signatures. 

  2. Scan And Email Documents To Buyer. 

  3. Send Introductory Email To Co-Broking Agent Introducing Myself With Copy Of Executed Contract. 

  4. Send Executed Contract With Disclosures To Title Company. 

  5.  Earnest Money To Be Dropped Off At Title Company And Obtain Receipt. 

  6. Send Executed Contract With Disclosures To Lender. 

  7. Make Sure Pre-Qual Letter Has Been Sent To Co-Broking Agent. 

  8. Upload All Documents To CTM e Contracts /Other Contract Software. 

  9. Add All Deadlines Into CTM e Contract Calendar /Other Contract Software Calendar. 

  10. Create Seller/Buyer Info Sheet In CTM e Contract Record /Other Contract Software. 

  11. Create Appropriate Sales Sheet For Main Office For New Sale.  

  12. Turn In Under Contract Form To Office With Executed Contract And Disclosures. 

  13. Enter Buyer/Co-Broking Agent Into Personal Database If Applicable. 

  14. Monitor And Ensure All Contract Dates And Deadlines Are Met. 

  15. Keep In Contact Weekly With Title Company Checking On Progress Of File. 

  16. Keep In Touch Weekly With Lender Getting Updates On Progress Of Loan Approval. 

  17. Notify Title Company And Lender Of Any Contract Changes Within 1 Business Day. 

  18. Make Sure Title Company Has Ordered Title Commitment By Title Deadline Per Contract. 

  19. Make Sure HOA Document Information Is Supplied To Buyer By CIC Document Deadline Per Contract. 

  20. Coordinate Inspection Time And Date And Coordinate Access To Property With Co-Broking Agent And Buyer. 

  21. Confirm Property Has Been Dewinterized, All Utilities On Before Inspection. 

  22. Ensure Inspection Objection Deadline Is Met. 

  23. Coordinate Appraisal Access At Property. 

  24. Request Commission Disbursement Authorization From Office And Confirm Splits Are Correct/Faxed To Title Co. 

  25. Review HUD And Send To Agent For Final Approval.

  26. Order Home Warranty If Applicable. 

  27. Set Up Final Walk Through At Property. 

  28. Verify With Buyer All Utilities Have Been Changed Over . 

  29. Arrange For Keys, Garage Openers, Etc. For Buyer. 

  30. Coordinate Day And Time Of Closing With Title Company, Agent and Buyer. 

  31. Provide Agent Weekly Email Updates On Status Of Transaction With Deadlines Throughout The Process. 

  32. Closed Sale Form Filled Out And Contract Turned Into Office 

  33. Thank You Letter To Co-Broking Agent. 

  34. Thank You Letter To Buyer. 

  35. Copy Of All Closing Docs Given To Agent Via Email. 

  36. Burn CD Of All Pertinent Documents And Deliver To Agent.

 

 

 

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