1. KW Office
1.1. Create Greensheet
1.2. Cover Sheet
1.2.1. Dot Loop
1.2.1.1. Submitt B review
1.3. Deposit check in box
2. Title/Lender
2.1. Send to Lender
2.1.1. Call - Introduce terms talk to lender
2.1.2. Summary offer - Financing contingency and appraisal
2.1.2.1. Call (has appraisal been ordered)
2.1.2.1.1. Call 2nd week - What is the status
2.1.2.1.2. Has appraisal been scheduled
2.2. Send to Title
2.2.1. Call
2.2.2. Summary offer
2.2.2.1. Schedule Settlement Date
2.2.2.1.1. Prelim-Hud
2.2.2.1.2. Call to follow up
3. Listing Agent
3.1. Follow with Selling Agent
3.1.1. Always check that selling agent is doing their job
3.1.1.1. Ask when Appraisal will be scheduled
3.1.1.2. Ask when home inspection will be scheduled
3.1.1.3. Ask if settlement date has been scheduled
3.1.1.4. Anotate ALL deadlines
3.1.1.4.1. Will you ask for financing removal?
3.1.1.4.2. Home inspection might be a way out be aware of this
3.1.2. Call Tittle company to see if they have papers
3.1.2.1. Has title cleared?
3.1.2.2. Survey
3.1.3. Call lender to make sure they have papers
3.1.3.1. Will lender give commitment letter?
3.2. Go to settlement
3.2.1. Get copy of HUD
3.2.1.1. Bring copy to Carey and put on File
3.3. Follow up with Client
3.3.1. They need to switch utilities
3.3.2. Do they need movers?
3.3.3. Add them to CRM
3.4. Remove sign
3.5. Remove any of your belongings from home
4. Selling Agent
4.1. Order Home inspection
4.1.1. Attend HI
4.1.1.1. Create Form with Items
4.1.1.1.1. Negotiate
4.2. Send papers to Lender _see other tabs
4.3. Send papers to Title - see other tabs
4.4. Go to settlement
4.4.1. Get copy of HUD
4.4.1.1. Bring copy to Carey and put on file
4.5. Follow up with Client
4.5.1. They need to switch utilites
4.5.2. Do they need movers?
4.5.3. Add them to CRM