□ File setup with all documents, notes, emails and task checklists

□ Check documents and disclosures for necessary corrections and date errors

□ Send introduction email to all appropriate parties including the lender, title, and other agents with contact info

□ Monitor and send reminders for earnest money delivery and receipt

□ Monitor and send reminders for inspection appointments and receipt

□ Monitor and send reminders for hazard insurance quotes

□ Monitor and send reminders for loan application and receipt

□ Organize transaction documents and upload into compliance software
□ Request e-signatures from other agent for new/updated documents
□ Monitor and send reminders for appraisal deadlines and receipt

□ Track all contract deadlines and stay ahead of them to ensure compliance

□ Check file for any missing brokerage disclosure requirements

□ Track title deadlines and survey/ILC document requirements

□ Track loan commitment, appraisal, lender approval, clear to close requirements

□ Provide updates and answer routine questions

□ Coordinate pre-closing walk through

□ Provide utility info received from seller

□ Coordinate closing date/time and provide directions to all parties
□ Track settlement statement deadlines and deliver copy for review

□ Send out post-closing thank you emails/notes/gifts

□ Send online review requests to appropriate parties