EXCLUSIVE SERVICES

1  \   Compliance Review

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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.

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2  \   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.

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3  \   Premium Package

• Everything included in the Essentials Package, plus:

• Type documents at agent direction.

• Custom tasks including database/spreadsheet management.