
Buyer checklist
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Get Buyer's Phone, Email, Occupation, Birthday, Current Address
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Obtain Ratified Contract
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Send ratified contract to closing attorney and lender
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Send email to buyer on Congratulating them on getting ratified and what the next steps are
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Collect EMD or coordinate with buyer on dropping off at closing firm
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Input all ratified docs into Brokermint
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Send copy of EMD to lender and upload receipt into Brokermint
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Get listing side's POC and where they'll be closing
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Finalize Contact Sheet
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Setup Home Inspection / Termite Inspection, Septic, Well (If applicable)
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Let list side know when we are doing those inspection - make sure utilities are on
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Setup buyer on Home Warranty (if applicable)
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Buyers finalize what they want fixed and fill out due diligence (PICRA) and send to listing agent
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After Due Diligence (PICRA) is ratified, let lender know we are good for appraisal
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Obtain Condo and/or POA docs (If applicable)
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After buyers review condo and/or poa docs: Send Conres-2 and/or POA-2 to buyers and agent for signatures (If applicable)
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Remind buyers to set utilities for closing date
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Schedule Walkthrough with buyers and agent
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Let listing agent know the day and time for walkthrough
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Verify with listing agent that we can take key after walk through
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Send Walkthrough Form for signatures to buyers and agent
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Coordinate closing with buyers, agent, and closing attorney
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Let lender know what time and day we are closing
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Ask for CD and look for commission and admin fee
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After closing, request for Zillow/Google review from clients
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In Zillow, add new sold property in profile
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Create photo for Facebook/Instagram saying just sold
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Send email to buyer thanking them for using our services and if they ever need anything we are always here for them
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Send email to listing agent thanking them for being great during the transaction and we look forward to working with them again
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Complete CDF in Brokermint
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Collect commission check at closing attorney and drop off at Austin James or ensure it has been wired to the correct account