Your Agent:

• Opens escrow file with agent
• Reviews file with Debbie to make sure file is complete
• Opens escrow with officer
• Gives copy of offer, counters and any addenda to escrow officer
• Remind agent (if buyer) to get log-out check from upstairs
• Does prism sheet, original to admin upstairs, copy in file
• Make sure deposit check is endorsed to correct Escrow Company
• Make copy of deposit check for file
• Have check sent to escrow (if our buyer)
• Check with escrow to make sure deposit is received (if our listing)
• Input all information into on line agent (see attached instructions)
• Start escrow-tracking plan on on-line agent (see attached instructions)
• Add escrow and all information to excel sheet (see attached instructions)
• Call client and introduce yourself & give brief description of what you do
• Ask client preferred method for contacting/updates (fax #’s, e-mails…)
• Mail intro letter to client
• Fax on-line agent sheet to lender / co-op agent
• Fax offer to purchase to lender (buyer side only)
• Send messenger to put up sold sign, put on combo box and remove MLS box
• Make sure brochure box and flyers are removed by messenger
• Call lender to make sure credit was reviewed, app taken, appraisal ordered
• Set up appraisal appt with seller and appraiser (if our listing)
• Request sales comps from Debbie for appraisal apptointment (if our listing)
• Check with agent to make sure physical inspection is set up
• Remind agent 3 days before repairs are due
• Remind agent the day repairs are due
• Request copy of physical inspection for file
• Send copy of repair request to seller w/inspection report to review (our listing)
• Have Gregg or Debbie discuss repairs with seller to respond (our listing)
• Send seller’s repair response to buyer agent (our listing)
• Disclosures & documents (our listing) send to other agent (within 24 hours)
• Request disclosures & documents (in writing) from list agent (if our buyer)
• Request original offer & counters, addenda, from agent (if our seller)
• Upon receiving disclosures, forward to agent for signatures /review
• Mail disclosures to buyer same day you receive from listing agent
• Set up termite inspection (if our listing)
• Make arrangements for termite company to gain access to house
• Call seller and let them know when termite company is coming out
• Track progress of loan with lender 
• Check with escrow periodically to make sure all paperwork is coming in
• Follow up with client to make sure all paperwork comes back signed
• Send copies of all signed paperwork to cooperating agent
• Track all paperwork, make sure file has all required documents
• Call client with updates as needed
• After appraisal is done make sure it is back at value with no conditions
• Track Preliminary Title Report, make sure we receive in timely fashion
• When Preliminary Title Report comes in give to agent to review and advise
• Call escrow with any items requested by agent to be ordered
• Give ordered items to agent when they come in for review
• Call escrow to notify them if buyer is disapproving of pr (our listing)
• Call lender, verify loan is approved (10 days before closing)
• Call lender, verify loan docs are ordered (7-10 days before closing)
• Call escrow, verify loan docs are received (5-7 days before closing)
• Call escrow, verify buyer has appointment to sign (3-5 days before closing
• Call escrow, verify docs are signed and sent back to escrow
• Call escrow, verify buyer has given them insurance information
• Remind agent to do final walk through before closing (our buyer)
• Set up final walk-through with Gregg/Debbie and sellers (if our listing)
• Check with escrow verify loan funded and set up to record (day of closing)
• Check with escrow verify property is recorded (day of closing)
• Confirm with escrow that they have property breakdown on commission
• Confirm with escrow that they have any referral fee breakdowns
• Check with escrow that admin fee will be paid (if applicable)
• Make arrangements to pick up checks
• Copy commission checks.  One copy of each check in file. 
• Copy of closing paperwork and checks to admin
• Print out online agent notes and plans for file
• Print out of client info to Debbie w/ date of closing to call with thank you
• Change to sold in MLS (our listing)
• Request agent put Gregg’s MLS agent # 601338 for sale in MLS (our buyer)
• Send messenger to pick up sold sign, lockbox (our listing)
• Send thank you letter to client
• Send questionnaire to client
• Input figures to excel sheet for tracking
• Copy of excel sheet to Gregg Neuman