CLOSE/MAX - cONTRACT TO CLOSE (CTC)
$275/Transaction from binding contract to close (CTC)
$125/Contract that terminates during due diligence/right to request repairs
$200/Transaction from binding contract to close (if client previously terminated during DD/RTRR)
The complete CLOSE/MAX Contract To Close Checklist is listed below:
● Review contract for missing signatures, initials, and documents prior to broker review
● Send agent email with missing items and/or compliance issues listed and assist with obtaining from co-op agent
● Complete Important Dates form for all parties and send calendar invitation to you
● Complete Under Contract Processing Form (UCPF) for office
● Email binding contract and Important Dates form to your client with instructions on what to expect next along with an introduction of myself as the Transaction Coordinator
● Email binding contract and Important Dates form to Co-Op Agent, Closing Attorney, and Lender (if applicable) along with an introduction of myself as Transaction Coordinator
● Upload documents to the Paperless Pipeline system
● Obtain CBS code from listing agent for scheduling inspections
● Monitor timelines and send agent reminders
● Assist with special stipulation action items as needed
● Assist in preparing amendment documents once information has been provided and sending for signatures
● Gather utilities list from Listing Agent to provide to Buyers Agent and/or Buyers
● Follow up with Lender and Closing Attorney throughout the process for updates (Buyer/Seller Information forms, requested documentation, appraisal, HOA letters, etc)
● Create Commission Agreement and obtain fully signed document to send to Closing Attorney
● Coordinate with all parties to schedule the closing and send calendar invitations to all parties
● Send day before closing reminders to all parties
● Review Paperless Pipeline for all required documents and address any issues flagged
● Obtain Referral Agreement, Referral Authorization, and W9 (if applicable)
● Request the preliminary statement from the Closing Attorney and review for accuracy, correct sales price, closing cost allowance, earnest money, commission, and home warranty
● Submit final Closing Statement to the office
Optional Services Provided at No Additional Charge
● Schedule home inspection, termite inspection, or any other inspections requested (agent will need to provide vendor information to contact)
● Schedule vendor appointments for quotes following inspection items (agent will need to provide vendor information to contact)
● Order home warranty and provide confirmation to all applicable parties
● Revise agent CRM with updated client information and address
To schedule CTC Services, please email closemax@aroundatlanta.com or call 678-404-6217.
$125/Contract that terminates during due diligence/right to request repairs
$200/Transaction from binding contract to close (if client previously terminated during DD/RTRR)
The complete CLOSE/MAX Contract To Close Checklist is listed below:
● Review contract for missing signatures, initials, and documents prior to broker review
● Send agent email with missing items and/or compliance issues listed and assist with obtaining from co-op agent
● Complete Important Dates form for all parties and send calendar invitation to you
● Complete Under Contract Processing Form (UCPF) for office
● Email binding contract and Important Dates form to your client with instructions on what to expect next along with an introduction of myself as the Transaction Coordinator
● Email binding contract and Important Dates form to Co-Op Agent, Closing Attorney, and Lender (if applicable) along with an introduction of myself as Transaction Coordinator
● Upload documents to the Paperless Pipeline system
● Obtain CBS code from listing agent for scheduling inspections
● Monitor timelines and send agent reminders
● Assist with special stipulation action items as needed
● Assist in preparing amendment documents once information has been provided and sending for signatures
● Gather utilities list from Listing Agent to provide to Buyers Agent and/or Buyers
● Follow up with Lender and Closing Attorney throughout the process for updates (Buyer/Seller Information forms, requested documentation, appraisal, HOA letters, etc)
● Create Commission Agreement and obtain fully signed document to send to Closing Attorney
● Coordinate with all parties to schedule the closing and send calendar invitations to all parties
● Send day before closing reminders to all parties
● Review Paperless Pipeline for all required documents and address any issues flagged
● Obtain Referral Agreement, Referral Authorization, and W9 (if applicable)
● Request the preliminary statement from the Closing Attorney and review for accuracy, correct sales price, closing cost allowance, earnest money, commission, and home warranty
● Submit final Closing Statement to the office
Optional Services Provided at No Additional Charge
● Schedule home inspection, termite inspection, or any other inspections requested (agent will need to provide vendor information to contact)
● Schedule vendor appointments for quotes following inspection items (agent will need to provide vendor information to contact)
● Order home warranty and provide confirmation to all applicable parties
● Revise agent CRM with updated client information and address
To schedule CTC Services, please email closemax@aroundatlanta.com or call 678-404-6217.