Executed Contract
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Review the signed purchase contract, addenda, and seller disclosures for accuracy and completeness. Confirm contingencies, exclusions, deadlines, option period, and earnest money details.
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Update MLS with appropriate status (“P,” “AUC,” or “AO”).
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Introduce all parties via email and share key dates with the seller.
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Add important contract deadlines to the agent’s calendar.
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Draft and facilitate amendments as needed.
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Manage earnest money documentation and release (if applicable).
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Open the transaction in the agent’s brokerage platform (if applicable).
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Store and organize documents via Google Drive or the agent’s preferred platform.
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Submit compliance paperwork for file approval.