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Show Them Until They Secure The Right Property @ The Right Price!

THEN Prepare CMA & Negotiate Hard!

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Seller(s):                        

Seller's Broker:

Lender:               

Seller's Attorney:            

Trustee(s):                      

Management Co:            

Insurance Co:                 

 

1. Execute Appropriate Offer Documents...Copy of Ck...RH Sign & Scan All......If Accepted Collect Escrow Funds & Deliver to Seller's Agent?

2. Schedule Home Inspection...Verify Listing Agent has access to ALL systems and roof etc

3. Retrieve Condo Docs, Trust, Master Deed etc from:  www.masslandrecords.com ...If N/A retrieve from from Seller's Agent?...Current Budget, Bank Statement & Minutes...Contact Info for: Management, Trustee and Concierge

4. Collect Contact Info: Buyer & Seller's Legal Counsel & Lender?...Email On-lineTransaction to Buyer (BCC!), Both Attorney's, Buyer's Agent & Lender...Add to Body of Email Text:  Buyer's Name+Legal Contact Info, Seller's Name+Legal Contact Info, Seller's Broker Contact Info. Buyer's Lender Contact Info...Please feel free to forward to your Seller!

5. Setup & Load On-lineTransaction...Email to Buyer, Both Legal Counsels, Seller's Agent & Lender

6. THEN Send the following Emails to Buyer and Legal Counsel:

Subject:  A friendly reminder!

I would like to note a few things:

A. You will see on the on-line transaction for this property that the seller provided us with a simply budget outlining cost and expenses. However, I recommend that you request a copy of the current bank statement.

B. I would also respectfully suggest that you contact the trustee of the condominium association (you might consider having your legal counsel send this request via email to the seller's attorney?), if they have knowledge of any structural and/or mechanical defects or disclosures pertaining to this property i.e.: flooding and/or basement issues, roof, gutters and downspouts, electrical or plumbing issues, water penetration, heating system and/or hvac systems problems, unusual noise transfer, pest problems; or any known material defect that would affect the value of this property? You should also verify whether there are any ongoing financial issues such as known condo fee increases and/or any known current or planned future assessments to date. (Modify if building?) Please let me know if you need my assistance with any of these issues and or anything questions or concerns you may have!

C. Send Buyer Compensation Agreement email…attach Buyer Compensation Agreement...ALL Sign!

7. Negotiate Home Inspection Issues?--Attorney's to Negotiate Large Issues?

8. Execute P&S when ready and deliver escrow funds...Update On-lineTransaction w/ P&S w/ Copy of Deposit Receipt....Email to Seller, Both Attorney's, Buyer's Agent & Lender

9. Send food for thought for a smooth closing email...THINK?

10. Contact Buyer’s Lender and initiate mortgage process...Verify that Buyer submitted all required documents and received Truth in Lending

11. Verify with Seller's Agent that Lender has scheduled Appraisal and delivered the Condo Questionnaire if required...Suggest buyer request copy of Appraisal within 3 days

12. Date? Mortgage Commitment Expires

13. Email Closing Info & Moving Tips

14. Order Gil Murray Closing Gift ASAP?

15. Schedule closing with legal counsel

16. Schedule walk-thru with all parties; Seller/Tenant to leave all keys on kitchen counter and turn off alarm...Bring repair list

17. Remind client to request HUD from Legal Counsel 3 days in advance

18. If Applicable...Verify with Listing Agent that ALL repairs are complete

19. Request Listing Agent to scan copies of closing docs: 6D, Smoke & Carbon, Single or Multi: Final Water Reading

20. Request Lender to scan copy of Insurance Certificate

21. Load On-lineTransaction:  6D, Smoke, Ins Cert, Final Water Cert...Email to Buyer, Both Legal Counsels, Seller's Agent & Lender

22. Request from Seller Email Addresses of Neighbors?--Send to Buyer

23. Deliver Closing Gift to Buyer?...Deliver Favorite Restaurant Gift Cert to Referral?

24. Closed?---- Collect Commission & DEPO

25. Verify closing information with LINK/MLS

26. Request written testimonial or Update from client and add to website...Suggest Residential Tax Exemption!

27. Schedule 5 day follow up call or visit!...Mail TY!!!...Closed # Properties Since 1995--B VCSP Top+1+2 ...Hide Google Label!