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  • Transaction Process: Under Contract Forward Documents

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    Rei An
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    The document outlines the transaction process from going under contract through closing. It includes the following key steps: 1) Submitting documents once under contract, 2) Confirming inspections and getting access, 3) Scheduling and confirming appraisals, 4) Scheduling and coordinating closing with lenders and title companies, 5) Sending closing documents and adding closing to calendars, 6) Sending review requests after closing. The document notes responsibilities at each step and emphasizes fully executing initial documents and confirming inspections.

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    Transaction Process

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    The document outlines the transaction process from going under contract through closing. It includes the following key steps: 1) Submitting documents once under contract, 2) Confirming inspections and getting access, 3) Scheduling and confirming appraisals, 4) Scheduling and coordinating closing with lenders and title companies, 5) Sending closing documents and adding closing to calendars, 6) Sending review requests after closing. The document notes responsibilities at each step and emphasizes fully executing initial documents and confirming inspections.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    13 views1 page

    Transaction Process: Under Contract Forward Documents

    Uploaded by

    Rei An
    The document outlines the transaction process from going under contract through closing. It includes the following key steps: 1) Submitting documents once under contract, 2) Confirming inspections and getting access, 3) Scheduling and confirming appraisals, 4) Scheduling and coordinating closing with lenders and title companies, 5) Sending closing documents and adding closing to calendars, 6) Sending review requests after closing. The document notes responsibilities at each step and emphasizes fully executing initial documents and confirming inspections.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    Transaction Process

    Under Contract Forward Documents


    Once you're under contract, submit Make sure you forward all documents
    your Wuffoo immendiately. to successteam@dgdenver.com
    1. Make sure to include all important
    information in the notes section
    2. Make sure all initial documents are
    fully executed

    Inspection Phase Files is opened


    Once we are informed of the The Success Team will verify all
    inspection date and time, we will documents are fully executed. If they
    confirm the inspection & get access are then they will send intros to all
    information from the listing agent. parties & call the client to congratulate
    ***If your inspection is scheduled them.
    over the weekend for a Monday, it
    is YOUR responsibility to confirm,
    get access info and share it with
    the inspector.

    Appraisal Phase Completion and Resolution Item


    The appraisal will be scheduled If items were agreed upon during the
    directly with the listing agent. We will inspection phase, we will request an
    follow up & and confirm its completion update on their status & the receipts.
    & results with the lender leading up to
    the deadlines.

    Scheduling Closing Loan Phase


    Once your file is ready to be scheduled for We will keep in touch with the lender
    closing, we reach out to the lender (if applicable) to ensure they have everything the
    and the title closer to schedule closing. Closing need to complete the loan. We will
    is set based on the lenders ability to close on the check on the approval status prior to
    closing day. If the lender is flexible, then we will the loan objection deadline.
    reach out to the client to get a preferred time.
    You are responsible for scheduling your final
    walkthrough & getting access information.

    Closing Day Review


    All closing information will be sent to After closing, we will send the out a
    the buyer via email and added to your review request email through Boomtown.
    calendar. Remember to SHOW UP &
    SMILE!

    Things to Remember!
    We do not create or send amendments on your behalf to the client or Listing Agent
    We do not handle any negotiating during the inspection or appraisal phases

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