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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.

Let's Work Together

Ready to take the next step?

Harmony Transaction Management | Real Estate Assistant | Indiana

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