Phase 1

Contract Kick-off

  • Record inspection appointment and set reminders
  • Send congrats, next steps, and EMD instructions email
  • Open file with title company and lender
  • Confirm and record earnest money deposit
  • Review documents for compliance and address any missing pieces
Phase 2

Transaction Period

  • Set up transaction in client/agent portal
  • Record and set reminders for appointments
  • Prepare and follow up on amendments
  • Process file to reZEN
  • Follow up, collect, and share repair receipts
  • Real-time and weekly updates to agent and clients
  • Review and share title commitment
  • Generate and send commission letter
Phase 3

Closing Prep

  • Setup closing with title company
  • Schedule final walkthrough
  • Review preliminary settlement statement
  • Send utility reminder to client
  • Share settlement statement with client
  • Send client outline of walkthrough, closing, and possession
Phase 4

Closing Day

  • Finalize file with reZEN and close out for payment
Phase 5

Post-Closing

  • Send out a follow-up email and review request
  • Add birthdates and home anniversary dates to agent CRM
Add-On Service

Listing Support — $300

  • Schedule photography
  • Input listing data and photos into MLS
  • Create MLS remarks
  • Setup Broker Bay
  • Create marketing materials (social/flyer)
  • Schedule open houses
  • Manage file organization and compliance
  • Update MLS status throughout the transaction
Scroll to Top