Create a New File in Preferred

Transaction Management System

• ​

Confirm Current HOA Information, Association Fees, LID/SIDs, etc.

•  

​Initiate Contact with Sellers via

Introductory E-Mail

• ​

Prepare All Forms & Disclosures Throughout Transaction

• ​

Order Marketing Photos & For Sale Sign​​​

• ​​

Create Transaction Timeline

• ​​​

Manage MLS Listing

• ​​​​​​​​

Confirm & Track All Inspections

Home, Appraisal, Termite, etc.

• ​

Order HOA Resale Packages/Demands

• ​​​

Monitor Contingencies

(Due Diligence, Appraisal, Loan, CIC Review Period, etc.)

• ​​

Ensure All Required Documents are Fully Executed & Uploaded into Preferred Transaction Management System

• ​​​

Ensure Lockbox & For Sale Sign are Removed from Property

• ​​​

Remind Seller to Cancel Utilities

​​

Send Seller Copies of the Final Closing Statement & Recorded Deed

• ​​​

Close File with Brokerage for

Payment to Agent

• ​​​

and more!​​​​​

Create a New File in Preferred

Transaction Management System

• ​​​​​

Ensure a Buyer Brokerage Agreement

is Fully Executed​

• ​​​​​

​Prepare All Forms & Disclosures Throughout Transaction

• ​

Open Escrow 

• ​​

​​Initiate Contact with Buyers ​via

Introductory E-Mail​​

• ​​​​

Create Transaction Timeline​​

• ​

​Order/Schedule--Home, Termite/Pest,

Well, Septic inspections if applicable

• ​

Monitor/Track Contingencies

(Due Diligence, Appraisal, Loan, CIC Review Period, etc.)

• ​​​​​​​​

Confirm All Requested Repairs are Completed, if applicable

• ​​​

Coordinate Signing with Title Company

• ​​​​​​

​Remind Buyer to Start Utility Services

• ​​​​​​

Ensure All Required Documents are Fully Executed & Uploaded into Preferred Transaction Management System

• ​​​

Send Buyer Copies of the Final Closing Statement & Recorded Deed

• ​

​​Close File with Brokerage for

Payment to Agent

• ​​

and more!

​​

​​