Buyer Contract to Close

Executed Contract

• Review the signed contract, addenda, and disclosures for accuracy and completeness for all parties. Confirm contingencies, deadlines, earnest money, option period, and other critical terms.

• Introduce all parties via email (agent, buyer, title, lender) and share key contract dates.

• Add important deadlines to the agent’s calendar.

• Draft and facilitate contract amendments as needed.

• Send executed amendments to all appropriate parties.

• Manage earnest money documentation and release (if applicable).

• Open the transaction in the agent’s brokerage platform (if applicable).

• Store and organize documents via Google Drive or the agent’s preferred platform.

• Prepare and submit all compliance documents for file approval.

 

During the Option Period

• Monitor and track option expiration dates and related timelines.

• Coordinate and draft amendments for any term changes.

• Track and manage other deadlines such as appraisal, inspections, financing, and HOA documents.

Closing Preparation

• Coordinate with title on homeowner’s warranty (if applicable).

• Send regular reminders to the buyer about upcoming deadlines and required actions.

• Confirm loan approval, appraisal, and other closing milestones.

• Schedule the closing appointment and notify all parties.

• Coordinate final walk-through scheduling.

• Confirm the commission disbursement authorization (CDA) is sent to title.

• Review settlement statements for accuracy before client review.

• Send final closing confirmation with details and reminders.

• Close out the file in brokerage platform (if applicable).