Transaction Coordinating service for Key Realty Agents
The KEY AGENT will:
- Complete the Contract2Keys request form.
Michigan: Please contact email@example.com
First Time Contract2Keys Agent Registration (https://forms.gle/rPUcTztPB2sYNBkc7)
The CONTRACT COORDINATOR will:
- Accept the invitation & review the request form.
- Email acceptance & introductions:
- Email the agent that the file has been accepted into Contract2Keys.
- Email introductions to:
- Other Agent
- Title Company
- Ensure the agent’s folders in Dotloop are complete and approved:
- As the file progresses the Closing Coordinator will submit the appropriate folders for review per Key Realty policy/standards:
- If corrections are needed, coordinate corrections with agent and/or client
- If the folder is complete and compliant, submit for review.
For a Sales folder
Review documents & coordinate with agent and/or client for any missing docs/signatures.
Prepare the following documents with 24 hours notice
- Contract Extensions
- Removal of Inspection Contingency with verbiage provided by agent and pull inspection pages
- Lender required documents and addendums
- Send contract package to title company and/or lender including escrow letter
- Agent Signature required to approve and verify escrow letter
- Confirm receipt of earnest money
- Organize sales and closing folders and submit for review
- Order home warranty and load invoice into dotloop
- Weekly email updates from Vendors To Clients
- Track dates and send reminders to agents and clients prior to expiration:
- Collection of EMD
- Final Walk-Through
Schedule or Confirm Events:
Ensure the loan application deadline is met
Notify everyone of important contract dates
Send verification of the earnest money (buyer)
Coordinate return of earnest money (buyer)
Assist with scheduling of the final walk through
Assist with scheduling of the closing
Agent reminder for a complete review of HUD including:
Once the transaction has closed the coordinator will:
Review Closing folder documents & coordinate with agent and/or client for any missing docs/signatures.
Send client survey form (if the agent provides their link for Realtor.com/Zillow or other survey request portal of their choosing)
Agent Concierge Services
Ohio: Jessica Bramer-Isakov • OHClosing@keyrealtyagent.com • 419-740-1224