Service Packages
Pre-Closing Service Package
Order Intake
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Receive and confirm new contracts and title orders.
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Open order in processing software. Include all contact information available for buyer, seller, lender, agents, etc.
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Send introductory emails to all parties.
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Provide buyer and seller information sheets to parties.
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Provide buyer and seller authorization forms to parties.
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Order Title Exam
Initial File Review
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Request additional contact information (as needed)
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Request F511 forms (as needed)
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Provide earnest money instructions (as needed)
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Review contract for typos, errors, missing exhibits, and signatures, binding information – request corrections (as needed)
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Request lender title order (as needed)
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Confirm closing date and add file to attorney closing calendar.
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Confirm contingency deadlines and add to attorney closing calendar.
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Note any items needed at contract review: Commission Agreement, Home Warranty, Termite Letter, Etc. and send initial request for missing items.
Coordination
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Obtain F511 from agents as needed.
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Obtain attorney signature and provide signed F511 to agents (as needed)
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Track and confirm receipt of earnest money (as needed)
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Obtain proof of earnest money (as needed)
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Track and obtain buyer and seller information sheets.
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Track and obtain buyer and seller authorization forms.
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Schedule and coordinate closings.
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Coordinate Mail Away Signings and POAs
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Obtain Buyer and Seller photo ID.
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Complete file audit and note missing items 7-10 days prior to closing.
Document Collection
Request and obtain documents needed from parties for closing including:
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Commission Agreement:
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Home Warranty
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Termite Letter
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Septic Letter
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Seller Signing Authority (LLC, Trust, Etc.)
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Trust Documents, Operating Agreements, Divorce Documents, Marriage certificates.
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Order and obtain title documents needed for closing including:
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HOA Letters
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Water Balances
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Loan Payoffs
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Lien Payoffs
Closing Service Package
Complete file audit – review contract, amendments, exhibits, title, pre-closing items and notify pre-closer / coordinator of any items needed.
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Work up and distribute preliminary settlement statement for seller and listing agent 3-5 days prior to closing.
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Send preliminary CD to lender 3-5 days prior to closing and request closing instructions.
Collaborate with lender to obtain final numbers for the settlement statement.
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Distribute Settlement Statement for closing to buyers, sellers, agents prior to closing for review.
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Obtain lender closing documents, wire breakdowns and funding lists for closing.
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Balance wire amounts with lender for closing
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Obtain Homeowner’s Insurance Statement and all Invoices to be paid by borrower at closing.
Prepare attorney closing documents.
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Prepare shipping labels for closing packages, notes, invoices, etc.
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Prepare closing package including Settlement Statements, CDs, Lender Documents, Attorney Documents – separate funding documents and note closing contact for lender.
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Track and post incoming funds for closing.
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Coordinate with closing attorney and lender for funding approval.
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Send final executed Settlement Statements to all parties following closing.
Post-Closing Service Package
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Upload or email any final signed packages as required by the lender.
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Submit all necessary documents for e-recording.
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Receive scanned copy of closing documents and save to correct locations as needed.
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Download, save, and disburse all recorded documents to appropriate parties.