TC ACTIVITIES: BUYER

 

DAY 0:

 

• Verify Initial Documents are in the File & Move to Broker inbox in Appfiles

• Calendar Important Date & Deadlines

• Add Listing Agent’s Contact Info in AppFiles & Preclose

• Add Loan Officer's Contact Info in AppFiles & Preclose

• Add Closing Agent's Contact Info in AppFiles & Preclose

• Email Buyer (cc BA) re Intro Email

• Email Buyer (cc BA) re Delivery of EMO

 

DAY 1:

• Email Loan Officer (cc BA) re Intro Email

• Email Closing Agent (cc BA) re Intro Email

• 10.(IF REFERRAL) Email Referring Agent (cc BA) re Buyer Under Contract

• 11.Create Task for Buyer's Agent to Contact Buyer to Congratulate for Being Under Contract and Request Referral(s)

• Email Buyer (cc BA) re inspections

 

DAY2:

 

• Email Escrow Agent (cc BA) re Receipt of EMD

• Email Buyer (cc BA) re Loan Application & Approval

• Confirm Buyer Selected Home Inspector & Add Contact Info int AppFiles & Preclose

• Schedule & Calendar Home Inspection, WDO Inspection, Septic (if applicable), water testing (if applicable).

 

DAY 3:

 

• Confirm Receipt of EMD

• Upload EMO Receipt into AppFiles & Preclose

• Email Listing Agent (cc BA) re EMO Receipt

• Email Home Inspector (cc BA) re Confirmation of Home Inspection

• Email Buyer (cc BA) re Confirmation of Inspection, WDO Inspection, Septic (if applicable), water testing (if applicable).

 

DAY 5:

• Confirm Buyer Made Loan Application

• Email Listing Agent (cc BA) re Request for Prior Owner Policy and Survey

• Verify if Flood Insurance is required

• Upload Seller's Prior Owner Title Policy and Survey to File

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DAY 6-15:

• Confirm Receipt of Additional EMO (If any)

• Upload Home Inspections Report in AppFiles & Preclose

• Upload WDO Inspection Report, Septic, Water, etc. in AppFiles & Preclose

• Confirm Final Acceptance of the Repair Requests

• Upload Executed Repair Addendum to File

• (Alternatively, IF BUYER ELECTS TO TERMINATE) Prepare Release & cancellation - Returning EMD to Buyer

 

DAY 16-30:

 

• Create Task for Buyer's Agent to Contact Buyer to Congratulate Clearing Inspection     

• Period and Request Referral(s)

• Email Loan Officer re Ordering Appraisal

• Email Buyer (cc BA) re Home Insurance

• Email Closing Agent (cc BA) re Survey

• Calendar Appraisal

• Confirm Buyer Selected Insurance Provider & Add Contact Info in Appfiles & Preclose

• (IF TITLE DOES NOT ORDER SURVEY) Confirm Buyer Selected Survey Co & Add Contact  Info in AppFiles & Preclose

• (IF TITLE DOES NOT ORDER SURVEY) Schedule & Calendar Survey

• (ONLY IF INS AGENT REQUESTS) Schedule & Calendar Wind Mitigation and /or 4-Point Inspection

• Upload Wind Mitigation and/or 4-Polnt Inspection Report(s) in AppFiles & Preclose (If Applicable)

• Email Loan Officer (cc BA) re Loan Approval

• Confirm, Buyer Obtained Loan Approval

• Upload Loan Approval in AppFiles & Preclose

• (IF REC'D LOAN APPROVAL) Create Task for Buyer's Agent to Contact Buyer to Congratulate Receiving Loan Approval and Request Referral(s)

• (IF NO LOAN APPROVAL) Create Task for Buyer's Agent to Contact Buyer to Discuss Status of Loan Approval & Options Under Financing Contingency

• Email Listing Agent (cc BA) re Status of Buyer's Loan Approval

 

-15 Days to Closing:

 

• Upload Survey to File

• Email Closing Agent (cc BA) re Request for Title Commitment

• Upload Title Commitment to File

• Email Buyer (cc BA) re Title Commitment

• Email Loan Officer (cc BA) re Status of Closing Disclosures

• Confirm Buyer Acknowledged Receipt of Closing Disclosures

 

-10 Days to Closing:

 

• Email Buyer (cc BA) re RE/MAX of Stuart Moving Vendors

• Send Utilities list to buyer for them to set up

• Email Buyer (cc BA) re Home Warranty

• Confine Buyer Selected Home Warranty Provider & Plan (OR DENIED HW) 

• 58.Order Home Warranty (If Requested)

• Email Closing Agent (cc BA) re Request for Preliminary HUD

• Upload Preliminary HUD to File

• Create Task for Buyer's Agent to Review Preliminary HUD

 

- 5 Days to Closing:

 

• Email Listing Agent (cc BA) re Completion of Repairs (If Applicable)

• Confirm Agreed Repairs are Complete

• Upload Repair Invoices to File (if any)

• Email Buyer (cc BA) re Final Walk-Through

• Prepare and Submit Paid at Closing (PAC) Request to RCR (If Requested)

• Email Loan Officer (cc BA) re Status of Clear to Close

• Confirm Buyer is Clear to Close

• Create Task for Buyer's Agent to Contact Buyer to Congratulate on Clear-to-Close and Request Referral(s)

• Coordinate, Schedule & Calendar Closing Date for Buyers

 

- 3 Days to Closing:

 

• Confirm Executed CDA is In File

• Email Closing Agent (cc BA) re CDA

• Email Closing Agent (cc BA) re Request for CD

• Schedule and Calendar Final Walk through

• Create Task for Buyer's Agent to Email Buyer and Request a Review

• Email Buyer (cc BA) re Closing

 

- 1 Day to Closing:

 

• Create Task for Buyer's Agent to Review CD for Any Errors or Omissions

• Verify with Closing Agent Receipt of Buyer Funds & Closing Package is Ready

 

Closing Day:

 

• Confirm All Required Documents are in the File

 

 

Post-Closing:

 

• Email Buyer (cc BA) re Congrats on Your Closing

• (IF REFERRAL) Email Referring Agent re Thank You

• Create Task for Buyer's Agent to Add Buyer to Client for Life Program

•  Create Task for Buyer's Agent to Contact Buyer to Check on How Settling into New Home and Request Referral