BUYER TRANSACTION SERVICES

Extensive Document Review: Review all contracts, addenda and other relevant documents for accuracy and compliance.
Document Distribution: Send documents (contract, addenda, etc.) to the buyer’s lender and closing attorney.
Transaction Communication: Maintain consistent communication with all parties, sharing pertinent contract details; while keeping buyers informed of the process and next steps through regular updates.

Inspection Management:
- Coordinate inspections with preferred vendors, share details with buyers, and review/distribute reports with all applicable parties.
- Draft and finalize the Due Diligence Request and Agreement form after discussion with agent and buyers, ensuring repairs are completed and verified with receipts/invoices.
Warranties and Appraisal Verification: Provide buyers with home warranty copies and confirm appraisal details with the lender.
Critical Updates: Update the scheduling calendar and keep agent and buyers informed of important deadlines.

Invoice Management and Closing Coordination: Assist buyers in completing buyer information forms and send necessary invoices and financial documents to the closing attorney.
Lender Coordination and Closing Documentation: Confirm title work, clear to close and timely receipt of Closing Disclosure and ALTA statements.
Final Walkthrough and Closing Preparation: Provide final walkthrough and closing details, including utility setup, and remind agent to arrange for the buyer’s closing gift.

Closing and Funding Confirmation: Confirm closing and funding.
Post-Closing Congratulations: Send congratulatory emails to buyers and the listing agent.
Post-Closing Compliance and Documentation: Complete post-closing requirements and submit all forms for brokerage compliance.

After settlement, buyers will receive follow-up emails at 30, 60, 90, and/or 180-day intervals to ensure satisfaction and to maintain relationships.