BUYER BASE PACKAGE | $300
UNDER CONTRACT
Order title and cc Buyer agent
Add client info to CRM, if applicable
Add Buyer paperwork to your brokerage’s transaction management system and share list of missing and non-compliant documents, if applicable
Add deadlines/reminders to Buyer agent’s Google calendar
Request title commitment and send to Buyer Agent
Request settlement time, place and notice from title company and update Google calendar with info
Request ALTA from title company for review
CLOSED
Close out file with Alta & commission check
CRM Management with closing info
BUYER PREMIUM PACKAGE | $400
Premium Package pricing includes everything in the Base Package
UNDER CONTRACT
Access to your transactions in Open to Close to track everything from Under Contract to Closed and keep you informed
Email signed paperwork to Buyer in Next Steps email and cc Buyer agent
Email Listing Agent with copy of deposit and title contact info
Send Buyer final reminders prior to settlement (utility info, etc) and cc Buyer agent
CLOSED
Email a copy of ALTA to Buyer and cc Buyer agent
Request client review, if applicable
Policy & Pricing:
A 50% deposit is required before work begins, the remaining balance is due upon completion
Prices and packages are subject to change