Review contracts and addendums for completion; obtain missing signatures.
Distribute signed documents to title company, lender, and agents.
Introduce Bee Savvy via email; include key transaction dates.
Secure earnest money and option receipt; notify lender and agents.
Upload documents for broker compliance; notify agent of compliance approval.
Manage critical deadlines with timely reminders.
Ensure HOA and title documents are delivered.
Oversee financing step.
Request, collect, and distribute repair receipts..
Provide buyer with home warranty options; coordinate if needed.
Prompt agent for final walkthrough and related forms.
Schedule closing, review CD, and forward to buyer with reminder of closing and what to bring.
Coordinate utilities reminder with agent.
Prepare commission form for broker compliance. Ensure CDA is delivered to title with agent wiring instructions (if requested).
Update MLS status; confirm with agent.
Upload final Closing Disclosure for transaction.

Review listing paperwork for accuracy and completeness; obtain missing signatures.
Input listing into MLS (Data Input Form Required), create property description, upload photos in MLS.
Upload supporting documents into MLS (Seller’s Disclosure Notice, survey, T-47, offer instructions).
Add Listing to showing service (ShowingTime or BrokerBay). Confirm showing instructions with seller.
Email MLS link to seller to review and approve.
Submit required documents to broker for compliance; notify agent of approval.
Review executed contract and addendums for completion; obtain missing signatures.
Introduce Bee Savvy via email; include key transaction dates. Distribute signed documents to seller, title company, and agents.
Secure earnest money and option receipt; notify seller and all agents.
Provide survey/T-47, obtain all buyer signed disclosures.
Manage critical deadlines with timely reminders.
Ensure HOA documents are delivered.
Update MLS status as required.
Collect and distribute repair receipts.
Prepare commission form for broker for compliance and approval. Ensure CDA is delivered to title with agent wiring instructions (if requested).
Arrange final walkthrough with seller and agent; provide final walkthrough form.
Schedule closing, review CD, and forward to seller with reminder of closing and what to bring.
Change to sold in MLS.

Update closed client’s contact information in agent CRM (including purchase anniversary).
Remove client from Matrix Alerts.
Assign Neighborhood Watch Plan (KW Command users only.)
Send client review request.

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