Contract to Close

From contract acceptance to closing and beyond... you can expect much of the following:

Review contract (listing and/or purchase) documents, cross check with brokerage requirements and notify agent of deficiencies and propose action plan
Calculate and track contingencies
Send email introduction letter and contract to client, co-op agent, title company, closing agent, and lender
Confirm financing milestones are met
Maintain regular contact with the title company/closing attorney and the lender and co-op agent throughout the transaction
Update timelines as affected by miscellaneous addenda and/or extensions/closing date modifications
Round up inspection and repair receipts and distribute to closing team for final accounting and settlement
Conduct final audit of file prior to closing to ensure compliance

Request or Collect final closing documents and copies of check from agent or title company's closer
Upload final closing documents and copy of commission check(s) and submit to Compliance within 24 Business hours of receipt.
Ensure MLS status is updated (for seller side files)

Listing Launch & Management

Prepare and Process listing documents and property and brokerage disclosures
Schedule stager and photographer
Input MLS data and write property description, add photos and disclosures, and update status throughout listing period (where available)
Confirm showing instructions and input into the concierge system (where available)
Upload documents to your own broker compliance system for review and retention
Includes periodic updates and revisions and status changes

**MLS input may require agents to provide separate "Assistant" or "Admin" login credentials.

Whether your operations needs a little

fine-tuning or a huge overhaul, we can assist!

Everyone can benefit from an extra set of eyes. Reduce risk with our compliance review package. Count on The SMART Assist to:

Review assigned files to verify documents are complete: I's dotted, T's crossed, proper signatures, etc.
Confirm all state and/or brokerage required documents are in the file
Communicate any deficiencies and recommend remedial action
In a nutshell, we'll help you determine whether the files tell the whole contract-to-close story

Agents retain the responsibility of generating supplements/addenda, gathering signatures and distributing documents

Review current systems and platforms in place and make recommendations for improvements
Systems and software setup
Agent on-boarding/off-boarding
Draft and Distribute DAs
Talent acquisition and training