Review preferences and communication style
What’s included in transaction support & answer questions
Overview of brokerage’s compliance platform
Brokerage commission methods to be shared with title
TRANSACTION TIMELINE
Detailed timeline built from the signed contract
Shared with client and agent
CONTRACT DETAILS DELIVERED TO TITLE
Buyer/Seller contact information
Lender contact information
Broker commission details
Bridge & Keys TC fee to be deducted from agent commission at closing
Details on how agent commission will be sent (check or wire)
CONTRACT AND TITLE DISTRIBUTION
Signed contract and title information delivered to the lender promptly after execution including key dates:
Loan application
Loan commitment
Closing
EARNEST MONEY COORDINATION
EMD title hold forms sent for signature if applicable
Deposit methods sent to buyers
EMD receipt requested and shared with relevant parties
LOAN STATUS MANAGEMENT
Confirm loan application completed
Request loan commitment
ADDENDUM SIGNATURES
Send for signatures on contract addendums, lender forms such as FHA or VA addendums, and others as needed
HOME WARRANTY
Order home warranty
Deliver to title company
COMPLIANCE AND DOCUMENT AUDIT
All documents reviewed for completeness and accuracy
Submit for broker compliance review per your brokerage’s required platform
MLS CLOSEOUT VERIFICATION
MLS status confirmed and audited for accuracy once the transaction is complete