
• Send Agent Compliance Checklist for jurisdiction to ensure accuracy with
broker compliance requirements
• Review contract for accuracy to confirm what agent will need to provide for
KW Command entry and approval
• Send Contract to Lender with introduction
• Send Contract to Attorney or Title Company with introduction
• Send your Buyer or Seller introduction
• Send Co-op introduction
• Send you reminders of contract deadlines
• Gather utility information
• Confirm Lender ordered title
• Track appraisal and notify parties of results
• Track the loan status of the Buyer and update weekly
• Schedule Termite inspection and notify parties
• Draft Amendments, circulate for signatures, and distribute to professional
parties – Except Inspection Addendum*
• Coordinate Survey Order with Attorney or Title Company
• Verify Clear to Close with the lender
• Send directions and confirm wiring instructions have been received
• Send DA (disbursement authorization) to Attorney or Title Company along
with wire instructions for agent and brokerage
• Order home warranty and send to Attorney or Title Company
• Request Settlement Statement for review
• Coordinate closing time and location Inform all parties, send directions, update
calendar and send reminders
• Agent will handle the home inspection, negotiation and amendment to request
repairs*
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