A complete Contract-to-Close 

Set up and close out the opportunity in the office system

Open the title order

Gather HOA information

Submit commission requests in the office system

Send introduction emails to all parties

Distribute documents to the co-agent

Set up DocuSign, CTM, DotLoop, or other transaction platforms (including contacts, closer, lender, deadlines, and folders)

Schedule all necessary appointments (appraisal, inspections, closing, etc.)

Provide deadline reminders based on agent preferences (includes Google Calendar event)

Request signatures and manage paperwork

Conduct a preliminary review of the file and documents

Submit all required documents for compliance approval

Send Commission Disbursement Authorization (CDA) to Title

Distribute reports to all parties

Finalize and close out the transaction in the MLS

Send Congratulations & Thank You emails to all parties