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EXCLUSIVE SERVICES
Compliance Review 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.
Essentials Package
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
Everything included in the Essentials Package, plus:
Type documents at agent direction.
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