© 2017 - HomeFile.co 

Serving Agents in Washington DC, Maryland, and Virginia

 example

menu of services

Please keep in mind that we create a custom task and checklist for each Agent we work with. The lists below are meant to serve as an example as to the tasks HomeFile can handle for you.

COLLECT

Collect contracts, addendum, buyer due diligence, agency agreements, mold disclosures, lead paint disclosure, etc.

 

VERIFY

Verify signatures, initials, and dates are acknowledged on all documents

 

COMMUNICATION

Send detailed intro emails to listing agent, buyer, lender and title co.

 

TRACK DEADLINES

Track contract deadlines and notify agent of important dates

 

LENDER NETWORK

Send contract, addendum, and other pertinent documents to Lender

 

TITLE ORDER

Send purchase contract, addendum, and custom transaction cover page to Title/Escrow Company, order title report

will work with buyer and title co to coordinate any necessary 10-31 exchange or POA paperwork

 

ORDER TERMITE INSPECTION

upon request

 

VERIFY EMD

Check with the buyer to ensure they have EMD instructions and obtain verification from title co

 

COLLECT AND DISTRIBUTE

Collect preliminary title reports, seller’s property condition disclosures, and any other required forms per contract from the listing agent and send to buyer’s agent for review

 

COORDINATE HOME INSPECTION

Obtain home inspection details and coordinate with the opposite agent

 

FOLLOW-UP WITH INSPECTOR

Follow up with home inspector and get copy of home inspection report for file

 

APPRAISAL

Follow up with buyer’s lender on appraisal at three milestones: ordered, scheduled, received 

 

CLOSING DISCLOSURES

Follow up with title/escrow company to make sure they have received the closing package +

Agent has received a copy of the ALTA

 

BROKERAGE FILE

Verify agent’s “Brokerage” file to make sure all required documents are uploaded and approved so agents get paid on time

 

SCHEDULE CLOSING

Coordinate with buyer to schedule closing on their behalf; notify proper parties of settlement details

 

MOVING LOGISTICS

Work with buyers to coordinate moving company, any applicable moving truck, parking permits, service elevator, etc...

 

UTILITIES

Transfer utilities on behalf of client upon request

 

GREEN SHEET

Create the green sheet and obtain the DA

 

GET YOU PAID

Forward DA to title/escrow company and notify of commission check instructions

 

ORDER INSPECTION

Schedule home inspection with all parties

 

FOLLOW-UP WITH INSPECTOR

Follow up with home inspector and get copy of home inspection report for file

 

APPRAISAL

Follow up with buyer’s lender on appraisal at three milestones: ordered, scheduled, received 

 

CLOSING DISCLOSURES

Follow up with title/escrow company to make sure they have received the closing package +

Agent has received a copy of the ALTA

 

BROKERAGE FILE

Verify agent’s “Brokerage” file to make sure all required documents are uploaded and approved so agents get paid on time

 

SCHEDULE CLOSING

Coordinate with buyer to schedule closing on their behalf; notify proper parties of settlement details

 

MOVING LOGISTICS

Work with buyers to coordinate moving company, any applicable moving truck, parking permits, service elevator, etc...

 

UTILITIES

Transfer utilities on behalf of client upon request

 

GREEN SHEET

Create the green sheet and obtain the DA

 

GET YOU PAID

Forward DA to title/escrow company and notify of commission check instructions

LISTING

COORDINATION

 

Includes pre-listing support + Contract to close

COLLECT

Collect new listing data input form, exclusive right to sell/agency agreement, and seller’s property condition disclosures

SIGNAGE

Order signpost installation

PHOTOGRAPHY

Order property photoshoot with virtual tour

SHOWING SERVICE

Set up listing with showing service (upon agent request)

MLS DATA ENTRY

Enter listing on the Multiple Listing Service

ORDER TITLE

Order preliminary title report and required forms from title/escrow company

DOTLOOP

Upload all listing paperwork into agent’s back office management platform

COLLECT PAPERWORK

Once offer is received, collect contract, addendum & all additional paperwork

INTRODUCTION EMAIL

Send introduction Email to buyer’s agent

SEND INFO TO BUYER AGENT

Send to buyer’s agent: preliminary title report, seller’s property condition disclosures, HOA information & CC&R’s (if available)

ORDER UPDATED TITLE

Send purchase contract, addendum, recap sheet and MLS print out to title/escrow Company. Order updated title report.

EMD

Verify from buyer’s agent that earnest money was deposited per contract date; obtain verification for file

FOLLOW UP

Follow up with title/escrow company if title report is not received within three business days from ordering

TRACK DEADLINES

Keep track of contract deadlines and add contingencies to Agent's calander

HOME WARRANTY

Order home warranty and get information to title/escrow company

 

BROKERAGE FILE

Verify agent’s “Brokerage” file to make sure all required documents are uploaded and approved for commission

FINAL DISCLOSURE

Follow up with title/escrow company to make sure agent/client gets ALTA

SCHEDULE CLOSING

Obtain settlement details and notify seller and agent 

GET PAID ON TIME!

Submit greensheet, obtain DA and send to title co. to ensure agent is paid on time.

Follow up with title/escrow company with instructions for commission checks

REMOVE SIGNS

Order signpost removal

TRANSACTION 

MANAGEMENT 

From contract to close