We begin with a mutually executed contract and offer transaction coordination support to facilitate the process of all involved parties toward a successful closing.

  • Coordinate file opening and handle documents securely.

  • Send introduction email with deadlines and executed contract to co-op agent, buyer/seller, lender, and title company.

  • Send/request disclosure packages and ensure all documents are signed by designated parties.

  • Verify EM deposit and share receipt from escrow.

  • Schedule and verify inspection date and time; send calendar invites.

  • Update deadlines for any contract changes.

  • Order Home Warranty per the contract if needed.

  • Order HOA documents through title if necessary.

  • Monitor appraisal timeline and completion with lender.

  • Coordinate and monitor buyer's loan status with lender.

  • Ensure buyer/seller receives copies of all documents.

  • Maintain contact with all parties for status updates.

  • Collect outstanding items from all parties.

  • Coordinate &confirm final walk-through; send calendar invites.

  • Schedule signing appointment for client & agent if applicable.

  • Submit required contract documents to brokerage for compliance.

  • Draft CDA and send for agent approval.

  • Submit agent-approved CDA to brokerage compliance.

  • Conduct final audit before closing to ensure all documents are complete.

  • Upload final closing documents

All new requests submitted by 3 PM (MST) Monday through Friday will be processed the same day.