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EXCLUSIVE SERVICES
Compliance Review Package
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Audit file for all signatures, initials, and completed fields.
Obtain any missing items.
Upload all documents to compliance system and submit for broker review.
Essentials Package​
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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.
Review all documents for signatures and needed information. Maintain digital file. Upload documents for compliance.
Premium Package
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Everything included in the Essentials Package, plus:
Type documents at agent direction.
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