Initial Phase: 

• CREATE a Buyer File with Buyer Broker Documents . 

• PREPARE agent directed offer documents.  

• SEND fully signed offer to Listing Agent  

• REVIEW fully executed contract and all necessary disclosures for compliance. 

• DISTRIBUTE all executed contract and all relevant addenda to buyer's agent, lender, and title company. 

• CONFIRM receipt of earnest money deposit and track its status. 

• CREATE "Under Contract" post and solicit referral from agent’s client. 

• CREATE  transaction timeline with key dates for agent AND buyer comprehensive plan of expectation. 

Inspection Period Coordination: 

• COORDINATE all inspections with the buyer’s and inspector’s availability. 

• ASSIST agent directed counter offer to PICRA addendum 

• TRACK of agreed-upon repairs, obtaining invoices/receipts. 

Lender & Loan Processing Support: 

• COMMUNICATE with buyer’s lender to regularly monitor buyer’s loan progress to ensure loan commitment by contract deadline. 

• TRACK appraisal order and completion. 

Title & Due Diligence: 

• MONITOR title commitment for any issues or requirements. 

• ASSIST agent with any property survey issues.  

• COORDIANTE receipt and review of HOA/condo documents. 

Insurance & Utilities: 

• CONFIRM buyer’s homeowner’s insurance sent to settlement agent 

• PROVIDE utility contact information to the buyer for new account setup. 

Closing Preparation (Buyer Side): 

• COORDINATE final walkthrough with the buyer and seller's agent. 

• REVIEW estimated Closing Disclosure (CD) for accuracy. 

• CONFIRM buyer's funds needed for closing. 

• CONFIRM closing time and location with all parties. 

• REMIND buyer of items to bring to closing (ID, funds, etc.). 

Post-Closing: 

• FOLLOW UP on receipt of keys, garage remotes, etc. 

• REQUEST video testimonials from the buyer. 

• UPDATE CRM with transaction details.