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EXCLUSIVE SERVICES
Compliance Package
Audit file for all signatures, initials, and completed fields.
Obtain any missing items.
Upload all documents to compliance system and submit for broker review.
Premium Package
Everything in Compliance Package, plus:
Primary point of contact for lender and all vendors. Ensure all reports are back in a timely manner.
Order inspections, home warranty, survey, and title work per purchase agreement.
Coordinate closing and final walkthrough.
Keep buyer/seller updated on progress.
At agent's direction, type documents and send for signatures.
Obtain missing signatures, initials, dates, etc.
Harmony Transaction Management | Real Estate Assistant | Indiana
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