Is your business starting to get busy? Do you need more time to focus on your clients? Hire us to do your contract-to-close work so you can focus on selling more real estate.
As a Realtor, you are very busy lead generating and ensuring that your current clients are happy and comfortable during their transaction. Let us take care of the transaction management / contract to close details on your behalf, leaving you more time to cultivate your relationships and focus on money generating activities.
For Buyer’s Side (Full) transactions:
Send out introduction emails with timelines and next steps, once the client has gone under contract
Remind clients to pick inspectors and schedule inspections
Send email reminders to the clients and cooperating agents/broker for important dates in order to remain compliant with the contract
Confirm that deposit checks have been sent/received
Check on/Order Home Warranty, send invoice to title company, send invoice & brochure to clients
Coordinate with all services providers (mortgage, title, conveyancers, etc.) as necessary to ensure that everyone is on the same page and all documents have been received by all parties as needed
Appraisal & Mortgage commitment
Title insurance/reports
HOA docs, Use & Occupancy/township certifications
Remind clients about ordering/canceling utilities, etc.
Schedule final walk-through with clients and cooperating agents
Schedule Settlements/Order deed packets
Distribute Settlement Notices to all parties
Compliance review of documents (this requires login credentials to Docusign or KWCommand, etc)
Other additional unlisted tasks as necessary & discussed with agent
Price per transaction: $395.00
For Buyer’s side (partial) transactions:
Coordinate with all services providers (mortgage, title, conveyancers, etc.) as necessary to ensure that everyone is on the same page and all documents have been received by all parties as needed
Appraisal & Mortgage commitment
Title insurance/reports
Price per transaction: $100
*This can be customized based on the Realtor’s needs. Price may vary.
For Seller’s Side Transactions:
Send email to client introducing ourselves with a timeline of important dates to remember, next steps, copies of executed documents (if provided by the listing agent)
Send timeline to buyer’s agent to confirm that everyone is on the same page, that the buyer’s have mailed & dropped off the deposit check(s), and request for them to provide a scanned copy & buyer’s title company’s contact info.
Confirm inspection dates & times with sellers. Make sure the buyer’s agent and inspectors have access to details
Make sure that conveyancing has been ordered
Coordinate with sellers and title company to get U&O application notarized (if required by township)
Coordinate with sellers, seller’s agent, and township to schedule U&O inspection (if required)
Confirm U&O inspection has been completed and report received
Coordinate re-inspection with sells, if necessary
Receive and provide listing and buyer’s agent with U&O cert
Make sure that agent receives inspection reports and creates CIT, if needed
Email sellers to check on repairs and receipts
Send all photos of repairs and work receipts to listing agent and buyer’s agent
Check with title company to get a settlement notice
Confirm date/time with sellers
If they cannot attention, request a deed packet from the title company and coordinate/schedule signing of deed packet with seller, seller’s agent, and title company
Confirm final walk-through with buyer’s agent and sellers
Send email to sellers reminding them to take all utilities out of their name, and what items to bring to settlement
Compliance review of documents (this requires login credentials to Docusign or KWCommand, etc)
Price per transaction: $195
Please download, fill out, and sign our Contract to Close Order Form to request our Contract to Close services. Then email the form to whiteoakconveyancing@gmail.com.