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Shaking Hands

Transaction Coordinator Services to Buyer’s Agent (Checklist)

Create new loop in DotLoop

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Prepare agency agreement, if requested by Agent

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Prepare offer to purchase, if requested by Agent

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Receive and download pre-approval letter or proof of funds to DotLoop

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Prepare contract of sale per terms provided by Agent and cooperating Agent, distribute or signature (TC contacts co-op only as needed)

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OR

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Provide listing agent with buyer, mortgage company, title company, down payment information for contract preparation and confirm signed by buyer and buyer’s agent

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Confirm delivery of Seller’s Property Disclosure to the buyer

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Pull tax record and validate seller ownership to tax record

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OPRA reports, upload to DotLoop, SkySlope and inform Agent upon receipt

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Request from Seller: HOA by-laws, preferably in electronic format; utility service

providers

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Order buyer title services with ClosePoint USA as Settlement Provider and Title

Insurance from the appropriate Title Agency

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Order and provide HOA by-laws obtained from Seller upon receipt, if applicable.

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Congratulatory email to Buyers, with the following dates/information:

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Instructions on how to obtain, deliver earnest deposit

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Conclusion of attorney review

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Deadline for home inspection completion

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Deadline for mortgage commitment

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Title contact info – will coordinate with buyer, mortgage company to prepare closing documents, schedule settlement and inform of cash requirements for day of closing

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Obtain homeowner’s insurance and provide to mortgage company

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Contact utility service providers to request new service

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Schedule inspection for CO, fire certification – ONLY IF BUYER IS RESPONSIBLE

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Projected settlement date

Confirm status change in MLS

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Receive and upload copy of EMD

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Receive and upload mortgage commitment, provide to co-op agent if requested

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Prepare requested addendums/amendments/extensions to the contract of sale,

disseminate for signature

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Upload inspection reports

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Upload appraisal, if received

 

Confirm Commission Statement to buyer’s title company two weeks prior to close; match to contract terms; request revisions if/as needed

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