1  \   Compliance Review

  • Audit file for all signatures, initials, and completed fields.

  • Obtain any missing items.

  • Upload all documents to compliance system and submit for broker review.

2  \   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.

3  \   Premium Package

  • Everything included in the Essentials Package, plus:

  • Type documents at agent direction.

  • Custom tasks including database/spreadsheet management.

Let's Work Together

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Contact us for a free quote!

Harmony Transaction Management | Real Estate Assistant | Indiana