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Contract & File Management
Review executed contracts for completeness and accuracy
Open and organize the transaction file
Track all critical dates and deadlines
Maintain compliance throughout the transaction
Communication & Coordination
Serve as the main point of contact between all parties
Coordinate with buyers, sellers, agents, lenders, title companies, and inspectors
Send regular status updates to keep everyone informed
Promptly follow up on outstanding items
Inspections & Due Diligence
Schedule inspections and share access details
Deliver inspection reports to all parties
Track repair requests and negotiated items
Monitor contingency timelines
Documents & Disclosures
Order and deliver required disclosures and addenda
Ensure documents are properly executed and distributed
Upload and store documents in the transaction management system
Request and track HOA, condo, or community documents
Financing & Title Support
Coordinate with lenders to track loan progress
Confirm appraisal scheduling and delivery
Work closely with title to clear requirements
Assist with escrow-related documentation
Pre-Closing & Closing
Review the Closing Disclosure for accuracy
Confirm closing date, time, and location
Coordinate final walk-through logistics
Ensure all documents are complete before closing
Post-Closing
Confirm successful recording and funding
Distribute final documents to all parties
Close out the file in compliance systems
Contract & File Management
Review executed contracts for completeness and accuracy
Open and organize the transaction file
Track all critical dates and deadlines
Maintain compliance throughout the transaction
Communication & Coordination
Serve as the main point of contact between all parties
Coordinate with buyers, sellers, agents, lenders, title companies, and inspectors
Send regular status updates to keep everyone informed
Promptly follow up on outstanding items
Inspections & Due Diligence
Schedule inspections and share access details
Deliver inspection reports to all parties
Track repair requests and negotiated items
Monitor contingency timelines
Documents & Disclosures
Order and deliver required disclosures and addenda
Ensure documents are properly executed and distributed
Upload and store documents in the transaction management system
Request and track HOA, condo, or community documents
Financing & Title Support
Coordinate with lenders to track loan progress
Confirm appraisal scheduling and delivery
Work closely with title to clear requirements
Assist with escrow-related documentation
Pre-Closing & Closing
Review the Closing Disclosure for accuracy
Confirm closing date, time, and location
Coordinate final walk-through logistics
Ensure all documents are complete before closing
Post-Closing
Confirm successful recording and funding
Distribute final documents to all parties
Close out the file in compliance systems
