Contract to Close Process

Contract Review & Critical Dates

Contract Review & Critical Dates

Contract Review & Critical Dates

Review the contract for accuracy.
Send intro emails and the contract, sharing important deadlines with all parties.
Fix any errors in the contract and supporting documents.
Confirm that the buyer's deposit has been received.
Obtain the deposit receipt and send it to all involved parties.
Submit all documents for compliance with the agent’s brokerage.
Ensure the commission disbursement is ready before closing.

Inspection & Repairs

Contract Review & Critical Dates

Contract Review & Critical Dates

Schedule and/or confirm the inspection(s) with all parties
Draft repair addendum/send out counter
Ensure repairs are completed and collect invoices
Schedule and/or confirm the CL100 with all parties
Collect clearance letter if needed

Financing

Contract Review & Critical Dates

Pre-Closing

Verify that the loan application has been submitted
Ensure the loan has received conditional approval
Verify that the title has been received & is clear
Confirm that the appraisal has been ordered & coordinate if needed
Confirm that the appraisal report has been received & notify all parties
Check in on the overall process of the loan
Ensure loan is clear to close
Ensure the Closing Disclosure has been sent to and signed by the buyer

Pre-Closing

Post-Closing

Pre-Closing

Inquire about the keys and send a reminder for utility turn-on/turn-off
Order/receive home warranty
Schedule closing time
Schedule/confirm final walk through
Ensure all documents are in agents software
Confirm final Settlement/ALTA & wiring instructions
Send day before closing emails

Post-Closing

Post-Closing

Post-Closing

Notify appropriate parties that closing is finished and funded
Upload final closing documents into agent software
Post closing/review emails