Feature | All plans |
---|---|
For each offer received, perform the following actions (01-10): | ✓ |
01-Carefully read offer, summarize on worksheet | ✓ |
02-Notify seller of important points | ✓ |
03-Send pdf copy of offer to seller | ✓ |
04-Contact lender for each offer. We will verify the buyer's financing as well as the lender's reputation. | ✓ |
05-At offer deadline time, review all offers with seller | ✓ |
06-Select best offers for counteroffer negotiation | ✓ |
07-Prepare counteroffer emails (not on DORA form) | ✓ |
08-Contact each buyer agent, tell them we are negotiating with him/her as well as others | ✓ |
09-Start negotiating price, concessions, fees, dates, inclusions, exclusions, post-closing occupancy, and anything else of significance. We will use our negotiating expertise to get the best price and terms for you. | ✓ |
10-When agreement reached, send counter and get signatures | ✓ |
Offer selected. Begin Under Contract phase with selected buyer. | ✓ |
11-Open Escrow if not already open | ✓ |
12-Update status in MLS, accepting backups | ✓ |
13-Update CTM to allow Buyer's agent access to disclosures | ✓ |
14-If offer included MEC dates, get Amend/Extend for actual dates | ✓ |
15-Start deadline tracking | ✓ |
16-Review deadlines with seller | ✓ |
17-Make certain that seller knows what to expect during this phase | ✓ |
18-Check with Buyer's agent to make sure that buyers are aware of loan fraud | ✓ |
19-Order Title and Escrow | ✓ |
20-Prepare package for Appraiser | ✓ |
21-Contact Buyer's Lender and start tracking loan progress | ✓ |
22-Prepare for Inspections and Appraisal | ✓ |
23-Receive and review any Inspection Objection report with seller | ✓ |
24-Negotiate Inspection Objection Resolution. We will provide strategic as well as tactical recommendations on negotiating the inspection objection items. | ✓ |
25-Meet the Appraiser at the home and provide appraisal package | ✓ |
26-Continue monitoring buyers loan progress | ✓ |
27-Monitor contingent items if any | ✓ |
28-Loan approval, conditions met | ✓ |
29-Receive Clear To Close | ✓ |
30-Wire Fraud reminder to both Seller and Buyer | ✓ |
31-Arrange final walkthru | ✓ |
32-Arrange remote closing if needed | ✓ |
33-Provide instructions to seller | ✓ |
34-Review Closing Disclosure with seller. Verify accuracy of all documents and contracts. | ✓ |
35-Bring entire file to Closing, and once again review the disclosures, documents, and contracts for your protection. | ✓ |
36-Provide full doc file to seller after Closing | ✓ |
37-Update MLS to reflect SOLD. | ✓ |
38-Create reminder for me to send settlement statement at tax time | ✓ |