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File Audit
(Files must be closed 3 weeks or more)
- Review files for signature and date compliance of state and agency required paperwork.
- Advise of needed items and/or submit for final approval.
Contract Compilation (Pre-Contract)
- Seller Package (Listing Agreement, Working W/ Real Estate Agent, Property Seller Disclosure, MOG, Lead-Base Addendum & Agency required documents)
- Buyer Package (Buyer Agency, Working W/ Real Estate Agent, Agency required documents)
- Leasing Package (Leasing Agreement, Working W/Real Estate Agent, W9 & Agency required documents)
Transaction Coordinator Services (Under Contract)
- Initial review of sales contract and addenda for required signatures/initials and dates
- Distribute copies of the contract to cooperating agent, client, lender, etc.
- Utilize agent’s transaction management system or CRM to monitor transaction and enter status updates (if applicable)
- Obtain signatures for extensions, amendments, cancellations, etc. using agent electronic signature system
- Weekly agent updates
- Request Settlement Statement for agent to review with client prior to closing
- Send closing reminder to agent & clients
- Final file audit and submittal
Goldmind Virtual Services, LLC 