Contract-to-Close: What’s Included?

What’s Included in My Contract-to-Close Transaction?

We handle everything, from start to finish! It’s really just that easy! If you’d like, take a look at the particulars below:

  • Collect and track all documents pertaining to the transaction, including executed and receipted contract, addenda, all disclosures, loan pre-approval letter and more.
  • Work with compliance software like BackAgent, DotLoop, ZipForms, DocuSign, SkySlope, and more, while walking through our own workflow in Google docs and Smartsheet, a project management software, as an additional safeguard.
  • Monitor all contractual dates to ensure all deadlines are met.
  • Obtain weekly updates from the mortgage lender to ensure that loan is on track for an on-time closing.
  • Monitor the option period and assist client in obtaining signatures on documents.
  • Serve as a liaison for the agent for all parties, including buyer or seller, title company, lender, other agent and more.
  • Coordinate delivery of option check.
  • Coordinate tax certificate, title commitment, ECAD audit (if applicable), survey, and T-47 according to their respective due dates.
  • Coordinate and schedule all inspections (premium service level).
  • Coordinate Commission Disbursement Authorization (CDA) and submit for signatures.
  • Coordinate or advise title company of home warranty preference (if applicable).
  • Coordinate and schedule ECAD audit (if applicable).
  • Follow-up and ensure that the third party financing due date is met and that documentation is present.
  • Document any special provisions.
  • Coordinate and/or obtain the homeowner’s association documents within the given timeframe.
  • Coordinate HOA Documents for review, approval and signature.
  • Prepare amendments per agent’s written instructions and send for signature.
  • Send amendment(s) to other agent for execution and then forward to title company and lender, as applicable.
  • Coordinate and collect any receipts from repairs; forward to other party and title as applicable.
  • Track the status of the appraisal and date received.
  • Track and verify the status of the “clear-to-close” with the lender and coordinate with the title company.
  • Request and review closing statement to ensure accuracy.
  • Forward closing statement to agent for final approval.
  • Review approved closing disclosure with client, as applicable.
  • Provide instructions and “what to expect” for day of closing, along with information about keys, garage door openers, mailbox location, utilities, etc.
  • Coordinate and schedule closing appointment for client(s) and agent.
  • Email client with closing appointment instructions, along with directions to the title company and answers to frequently asked questions and wire fraud warning to client.
  • Schedule final walk-through for client and agent (premium service level).
  • Verify home warranty contract ordered and in place.
  • Coordinate delivery of keys, garage door openers and any other necessary items.
  • Coordinate closing gift per agent instructions.
  • Upload digital file of all transaction documents to secure Google Drive location.
  • Provide agent with location of file and forward to broker as applicable.
  • Verify client information is updated with new mailing address and ensure agent’s sphere of influence database is updated for accuracy and marketing purposes.
  • Ready to get started? Place an online order here or simply email our Team with the transaction details. We’ll take it from there!

contract to close management texas

Agent Responsibilities:

  • Review and confirm the accuracy of the escrow instructions.
  • Perform all contract negotiations, including the negotiation of repairs, amendments, and all contract changes.
  • Advise client on real estate matters (we will not provide real estate advice on your behalf).
  • Provide written (email) confirmation of walk-through, and we will compile signatures on the walk-through form based on your direction.

At this time, transaction management services are offered in the greater Austin, TX area only.

© 2019 Agent Operations® | A Full-Service REALTOR® and Real Estate Marketing, Logistics, and Support Services Firm | Read Our Terms, Conditions, Privacy + Refund Policy | Office (512) 400-2345 | Toll-Free (888) 674-7875 | | Open M-F 9a-5p CST | Website Built by Agent Operations®

Have you nabbed your copy of the new Agent Operations catalog? It's hot off the press, and we've got
your copy reserved right here.

agent operations real estate marketing realtor marketing logistics transaction management