Spend more time with clients and less time on paperwork—I’ve
Pre Listing Checklist
MLS data entry form completed + Signed
Contact HOA/Condo Association and verify restrictions, buyer application process and obtain documents
Labels & orders photos in MLS
Enter listing into MLS
Upload disclosures documents to MLS attachments
Write public remarks for MLS
Input showing instructions
Residential Contract to Close Checklist
Review contract, addenda, disclosures, and any additional paperwork for accuracy
Review and obtain any missing paperwork
Open escrow, order title and ensure timely deliver
Ensure delivery of earnest money deposit
Ensure all contract requirements & deadlines are completed on time
Send introductory communications to all parties– via email
Complete all checklist items
Send updates to all parties as needed
Electronically record copies of all documents and ensure upload to brokerage transaction management software
Coordinate all Inspections and inform all parties of timelines and appointments
Coordinate ordering of appraisal and survey
Assist customer in obtaining insurance as needed
Continuously monitor key contract dates and keep all parties on task
Coordinate home warranty orders
Initiate calendar invites for all key dates and appointments
Follow up on completion of any required repairs
Complete commission disbursement authorization (if applicable)
Obtain and review closing statements
Schedule final walkthrough and closing appointments
Ensure final brokerage compliance of all documents
Commercial Contract to Close Checklist
Review contract, addenda, disclosures, and any additional paperwork for accuracy
Review and obtain any missing paperwork
Obtain Letter of Intent
Open escrow, order title and ensure timely delivery
Ensure delivery of earnest money deposit
Ensure all contract requirements & deadlines are completed on time
Send introductory communications to all parties - via email
Complete all checklist items, to include agent specific tasks requested
Send updates to all parties as needed
Electronically record copies of all documents and ensure upload to brokerage transaction management software for compliance
Oversee due diligence activities (inspections, document collection, studies, etc)
Gather all required documents during due diligence period (Tax Returns, P&L, Bank Statements, Rent Roll, Inventory, Signing Authority, unit mix
Bills, service soil and engineering reports, contractors list, etc)
Coordinate ordering of any appraisals, surveys, studies, etc.
Continuously monitor key contract dates and keep all parties on task
Initiate calendar invites for all key dates and appointments
Follow up on completion of any required repairs, report and studies, etc.
Complete commission disbursement authorization (if applicable)
Obtain and review closing documents
Schedule any walkthroughs, re-inspections and closing appointments
Ensure all final documents are collected and brokerage-compliant
Contract Mentorship
This service is offered to Agents that are new to the industry (or Colorado) and need one-on-one mentorship on all aspects of Contracts, negotiations, general advice & Full Transaction Coordination
One-on-one mentorship on any/ all aspects of the Contract and negotiations
Introduction: Listing Contracts, disclosures, and amendments
Drafting “Contract to Buy and Sell” (Offers), Counters and/ or Contract review
Once Under Contract: Introduction to all parties involved
Gathering necessary information, signatures, and paperwork
Following up on contractual items and all deadlines
Order Title Commitment and send applicable documents to the Title Company
Prepare and send amendments
Upload all Contract Paperwork, Inspection reports, HOA documents, Due diligence etc. to CTM file
Obtain and Send signed CDA to the Title Company
Coordinate Closing
Closed: Upload Closing Paperwork to CTM and Brokerage Compliance system/ Close out the file