Provided as an example only. Create your own list to use along with the TAR RF708 Checklist
Need:
Purchase and Sale Agreement
Confirmation of Agency Status
Property Disclosure – Signed by Buyers-MUST HAVE HOA INFO
Lead Based Paint
Disclaimer Form, Wire Fraud
Compensation Agreement
Buyers Rep Agreement- Designated Agency
Earnest Check or Copy of Check
Bank- Loan Pre-Qualification Letter
Disbursement Form (SilverPointe)
Purchase & Sale Agree Timeline Checklist (TAR RF708)
Do:
Get Binding Agreement Date & Final Contract
Make a folder
Update Client’s Contact Information
Obtain Other Agent Information
Create Yellow Sticker for Folder
Add to Closing Spreadsheet
Add all deadlines to your Calendar
Change Status- MLS & Showing Time
Copy everything for Judy
- Contract / Disclosure Statement/ Agency Status
- Earnest Money Check or Copy
- Lead Paint, Disclosures, Wire Fraud
- Buyers Rep Agreement- Designated
- Compensation Agreement Disbursement Form (SilverPointe)
- MLS Change of Status Form
Copy everything for TN Title
Send client email congratulations & timeline sheet with copy of contract
Buyer: Set up Inspection Appointment (other inspections-septic,pool,termite)
Buyers: Homeowners Insurance Quote!
Get HOA CCRs & Utilities
Sellers: Get Title Policy-reissue credit
Notify Marketing (if applicable) of Pending status for advertisements
Almost Close:
Notification Form required at 14 days
Check on Appraisal
Set Closing Time & send to client
Order Warranty
Send Utilities Connection Reminder
Set up Walk thru Appointment
Closing Gift for Buyers
Close:
Update all websites with Sold status: Personal Website, Zillow, CRM
Remove from any websites or ads
Turn off Realtracs Autonotify
Change Client address CRM & Contacts List, on phone
Add commission/closed to Excel Spreadsheet, CRM etc
Add to SOLD sheet for Presentations
Calendar reminder to follow up
1 month,3,6,12 months & annually
Mail thank you letter to other agent
Final Settlement Statement in the file
Finalize Closing List and file
Send ZILLOW or GOOGLE request to client for feedback