

CLOSE/MAX - CONTRACT TO CLOSE (CTC)
$275/Transaction from binding contract to close (CTC)
$125/Contract that terminates during due diligence/right to request repairs
$200/Transaction from binding contract to close (if client previously terminated during DD/RTRR)
TC ACTIVITIES: BUYER
DAY 0:
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Verify Initial Documents are in the File & Move to Broker inbox in Appfiles
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Calendar Important Date & Deadlines
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Add Listing Agent’s Contact Info in AppFiles & Preclose
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Add Loan Officer's Contact Info in AppFiles & Preclose
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Add Closing Agent's Contact Info in AppFiles & Preclose
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Email Buyer (cc BA) re Intro Email
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Email Buyer (cc BA) re Delivery of EMO
DAY 1:
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Email Loan Officer (cc BA) re Intro Email
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Email Closing Agent (cc BA) re Intro Email
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10.(IF REFERRAL) Email Referring Agent (cc BA) re Buyer Under Contract
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11.Create Task for Buyer's Agent to Contact Buyer to Congratulate for Being Under Contract and Request Referral(s)
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Email Buyer (cc BA) re inspections
DAY2:
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Email Escrow Agent (cc BA) re Receipt of EMD
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Email Buyer (cc BA) re Loan Application & Approval
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Confirm Buyer Selected Home Inspector & Add Contact Info int AppFiles & Preclose
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Schedule & Calendar Home Inspection, WDO Inspection, Septic (if applicable), water testing (if applicable).
DAY 3:
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Confirm Receipt of EMD
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Upload EMO Receipt into AppFiles & Preclose
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Email Listing Agent (cc BA) re EMO Receipt
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Email Home Inspector (cc BA) re Confirmation of Home Inspection
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Email Buyer (cc BA) re Confirmation of Inspection, WDO Inspection, Septic (if applicable), water testing (if applicable).
DAY 5:
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Confirm Buyer Made Loan Application
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Email Listing Agent (cc BA) re Request for Prior Owner Policy and Survey
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Verify if Flood Insurance is required
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Upload Seller's Prior Owner Title Policy and Survey to File
DAY 6-15:
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Confirm Receipt of Additional EMO (If any)
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Upload Home Inspections Report in AppFiles & Preclose
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Upload WDO Inspection Report, Septic, Water, etc. in AppFiles & Preclose
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Confirm Final Acceptance of the Repair Requests
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Upload Executed Repair Addendum to File
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(Alternatively, IF BUYER ELECTS TO TERMINATE) Prepare Release & cancellation - Returning EMD to Buyer
DAY 16-30:
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Create Task for Buyer's Agent to Contact Buyer to Congratulate Clearing Inspection
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Period and Request Referral(s)
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Email Loan Officer re Ordering Appraisal
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Email Buyer (cc BA) re Home Insurance
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Email Closing Agent (cc BA) re Survey
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Calendar Appraisal
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Confirm Buyer Selected Insurance Provider & Add Contact Info in Appfiles & Preclose
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(IF TITLE DOES NOT ORDER SURVEY) Confirm Buyer Selected Survey Co & Add Contact Info in AppFiles & Preclose
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(IF TITLE DOES NOT ORDER SURVEY) Schedule & Calendar Survey
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(ONLY IF INS AGENT REQUESTS) Schedule & Calendar Wind Mitigation and /or 4-Point Inspection
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Upload Wind Mitigation and/or 4-Polnt Inspection Report(s) in AppFiles & Preclose (If Applicable)
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Email Loan Officer (cc BA) re Loan Approval
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Confirm, Buyer Obtained Loan Approval
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Upload Loan Approval in AppFiles & Preclose
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(IF REC'D LOAN APPROVAL) Create Task for Buyer's Agent to Contact Buyer to Congratulate Receiving Loan Approval and Request Referral(s)
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(IF NO LOAN APPROVAL) Create Task for Buyer's Agent to Contact Buyer to Discuss Status of Loan Approval & Options Under Financing Contingency
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Email Listing Agent (cc BA) re Status of Buyer's Loan Approval
-15 Days to Closing:
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Upload Survey to File
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Email Closing Agent (cc BA) re Request for Title Commitment
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Upload Title Commitment to File
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Email Buyer (cc BA) re Title Commitment
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Email Loan Officer (cc BA) re Status of Closing Disclosures
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Confirm Buyer Acknowledged Receipt of Closing Disclosures
-10 Days to Closing:
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Email Buyer (cc BA) re RE/MAX of Stuart Moving Vendors
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Send Utilities list to buyer for them to set up
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Email Buyer (cc BA) re Home Warranty
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Confine Buyer Selected Home Warranty Provider & Plan (OR DENIED HW)
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58.Order Home Warranty (If Requested)
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Email Closing Agent (cc BA) re Request for Preliminary HUD
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Upload Preliminary HUD to File
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Create Task for Buyer's Agent to Review Preliminary HUD
- 5 Days to Closing:
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Email Listing Agent (cc BA) re Completion of Repairs (If Applicable)
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Confirm Agreed Repairs are Complete
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Upload Repair Invoices to File (if any)
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Email Buyer (cc BA) re Final Walk-Through
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Prepare and Submit Paid at Closing (PAC) Request to RCR (If Requested)
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Email Loan Officer (cc BA) re Status of Clear to Close
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Confirm Buyer is Clear to Close
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Create Task for Buyer's Agent to Contact Buyer to Congratulate on Clear-to-Close and Request Referral(s)
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Coordinate, Schedule & Calendar Closing Date for Buyers
- 3 Days to Closing:
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Confirm Executed CDA is In File
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Email Closing Agent (cc BA) re CDA
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Email Closing Agent (cc BA) re Request for CD
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Schedule and Calendar Final Walk through
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Create Task for Buyer's Agent to Email Buyer and Request a Review
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Email Buyer (cc BA) re Closing
- 1 Day to Closing:
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Create Task for Buyer's Agent to Review CD for Any Errors or Omissions
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Verify with Closing Agent Receipt of Buyer Funds & Closing Package is Ready
Closing Day:
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Confirm All Required Documents are in the File
Post-Closing:
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Email Buyer (cc BA) re Congrats on Your Closing
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(IF REFERRAL) Email Referring Agent re Thank You
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Create Task for Buyer's Agent to Add Buyer to Client for Life Program
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Create Task for Buyer's Agent to Contact Buyer to Check on How Settling into New Home and Request Referral
TC ACTIVITIES: SELLER
DAY 0:
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1Verify Initial Documents are in the File & Move to Appropriate Broker Inbox in Appfiles
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Calendar Important Date & Deadlines
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Add Selling Agent’s Contact Info in AppFiles & Preclose
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Add Loan Officer's Contact Info in AppFiles & Preclose
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Add Closing Agent's Contact Info in AppFiles & Preclose
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Email Seller (cc LA) re Intro Email
DAY 1:
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email Loan Officer (cc LA) re Intro Email
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Email Closing Agent (cc LA) re Intro Email
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(IF REFERRAL) Email Referring Agent (cc LA) re Seller Under Contract
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Create Task for Listing Agent to Contact Seller to Congratulate for Being Under Contract and Request Referral(s)
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Email Seller (cc LA) re when inspections are scheduled
DAY2:
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Email Escrow Agent (cc LA) re Receipt of EMD
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Email Seller (cc LA) re Loan Application & Approval
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Schedule & Calendar Home Inspection with Sellers and (cc LA)
Day 3:
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Confirm Receipt of EMD and Email Seller (cc LA) Receipt of EMD being received
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Upload EMO Receipt into AppFiles & Preclose
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Email Selling Agent (cc LA) re EMO Receipt
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Remind Seller and LA regarding Inspection schedule.
Day 5:
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Confirm Buyer Made Loan Application
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Email Seller (cc LA) re Request for Prior Owner Policy and Survey
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Verify if Flood Insurance is required
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Upload Seller's Prior Owner Title Policy and Survey to File
Day 6-15:
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Confirm Receipt of Additional EMO (If any)
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Upload Home Inspections Report in AppFiles & Preclose
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Upload WDO Inspection Report, Septic, Water, etc. in AppFiles & Preclose
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Confirm Final Acceptance of the Repair Requests
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Upload Executed Repair Addendum to File
Day 16- Day 30:
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Create Task for Listing Agent to Contact Seller to Congratulate Clearing Inspection
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Period and Request Referral(s)
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Email Loan Officer re Ordering Appraisal
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Email Buyer’s Agent (cc LA) re Home Insurance
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Calendar Appraisal
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Email Loan Officer (cc LA) re Loan Approval
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Confirm, Buyer Obtained Loan Approval
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Upload Loan Approval in AppFiles & Preclose
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(lF REC'D LOAN APPROVAL) Create Task for Listing Agent to Contact Seller to let them know the Buyer’s loan was approval has been received. Congratulate Receiving and Request Referral(s)
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(IF NO LOAN APPROVAL) Create Task for Listing Agent to Contact Seller to Discuss Status of Loan Approval & Options Under Financing Contingency
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Email Buyers Agent (cc LA) re Status of Buyer's Loan Approval
-15 Days to Closing:
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Upload Survey to File
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Email Closing Agent (cc LA) re Request for Title Commitment
-
Confirm Seller Acknowledged Receipt of Closing Disclosures
-1O Days to Closing:
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Email Seller (cc LA) re RE/MAX of Stuart Moving Vendors
-
Send Utilities list to seller for them to set up
-
Email Closing Agent (cc LA) re Request for Preliminary HUD
-
Upload Preliminary HUD to File
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Create Task for Listing Agent to Review Preliminary HUD
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- 5 Days to Closing:
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Email Listing Agent re Completion of Repairs (If Applicable)
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Confirm Agreed Repairs are Complete
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Upload Repair Invoices to File (if any)
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Email Seller (cc LA) re Final Walk-Through
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Email Loan Officer (cc LA) re Status of Clear to Close
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Confirm Buyer is Clear to Close
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Create Task for Listing Agent to Contact Seller to Congratulate on Clear-to-Close and Request Referral(s)
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Coordinate, Schedule & Calendar Closing Date for Sellers
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- 3 Days to Closing:
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Confirm Executed CDA is In File
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Email Closing Agent (cc LA) re CDA
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Email Closing Agent (cc LA) re Request for CD
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Schedule and Calendar Final Walk through
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Create Task for Listing Agent to Email Seller and Request a Review
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Email Seller (cc LA) re Closing
- 1 Day to Closing:
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Create Task for Listing Agent to Review CD for Any Errors or Omissions
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Verify with Closing Agent Receipt of Buyer Funds & Closing Package is Ready
Closing Day
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Confirm All Required Documents are in the File
Post Closing:
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Email Seller (cc LA) re Congrats on Your Closing
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(IF REFERRAL) Email Referring Agent re Thank You
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Create Task for Listing Agent to Add Seller to Client for Life Program
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Create Task for Listing Agent to Contact Seller to Check on how their move went and Request Referral