Brokerage Change

To assist in changing brokers

• Assist in setting up new templates in agents signature platform

• Assist in changing broker information on required State documents

• Gather closed and completed files from previous broker, if necessary

Closing
package

Once the transaction closes

• Send out client review

• Follow up on review

• Create a branded social media image of review

• Create branded social media image of the property closed

• Update CRM

Post-closing
occupancy

Once the temporary lease ends

• Utility transfer reminder for end of occupancy

• Coordinate and schedule walkthrough

• Complete paperwork for walkthrough

• Deposit return if applicable

• Assist agent with exchange of keys

TerminATION
SERVICES

Once the transaction terminates

• Send termination documents to all necessary parties and follow up until executed

• Upload all documents to compliance and terminate file

• Follow up with title on return of earnest money to your client