-Review the contract and ensure it is fully executed

-Send executed documents to clients, lenders, title company, and agent

-Send introductory email to clients with timelines and important information

-Send calendar invites to you and your clients for important deadlines

-Track the contract's timeline, send reminders, and ensure deadlines are met

-Obtain condo/HOA docs if necessary

-Confirm date/time of home inspection and confirm utilities will be turned on

-Confirm date/time of appraisal

-Prepare additional addenda as needed

-Maintain regular contact with cooperating agent, title company, HOA, and lender for status updates and outstanding items

-Confirm final walk through, location of keys, and date/time of settlement

-Ensure that the client received the title company’s wire instructions

-Submit file to your office for compliance

-Ensure client has utility transfer information