Transaction Coordination(Once in contract and have complete contract with both parties signatures)

1) Open Dropbox Folder and Share with SA

2) Confirm Key Dates with SA

3) Complete All Required Information on BQ System https://bqrealty.ai/

4) Send a Congratulations Letter to the Buyer with Key Dates & Inspection Suggestions

5) Contact LA: Self-Introduction; Confirm Key Dates and Who Orders Home Warranty

6) Contact Escrow Officers: Self-Introduction; Contracts, Addendum, Counteroffers; Buyers' Contact Information

7) Follow Up on Buyers' EMD

8) Follow Up on Appraisal and Loan Statuses

9) Coordination Inspections

10) Document Signings

11) Reminder Deadlines (Contingency, COE, etc)

12) Broker Demand: Draft and Confirm with SA, then Send Along with Addendum to Escrow Company

13) Estimated Closing Statement: Ask Escrow for it and Remind SA Review it with Clients Before Signing Off

14) Help Schedule to Sign Off for Buyer

15) Draft Congratulations Letter After Closing for SA, and Prepare Download Link for Buyer

16) Order Inspection

17) Order Cleaning or Other Services

18) Conduct Final Walk Through

Note: If TC cannot successfully communicate with LA, escrow or loan agent about asking for documents or scheduling, etc. two times, then the buyer agent should contact the target themselves. Since the buyer agent is always in the leading position and in charge of all aspects.