At Contract-to-Close, we handle every detail of your real estate transaction, from start to finish! It’s really just that easy! If you’re looking for specifics, here's how we take exceptional care of you, your clients, and your vendors:

• Collect and track all documents pertaining to the transaction, including executed and receipted contract, all disclosures, loan pre-approval letter and more.

• Securely store all contract documents and constantly monitor transaction progress in a secure project management software called SmartsheetTM.

• Monitor contractual dates and milestones to ensure all deadlines are met.

• Obtain detailed weekly updates from the mortgage lender to ensure that the loan is on track for an on-time closing.

• Monitor the option period and assist agent in obtaining signatures on documents.

• Serve as a liaison for the agent for all parties, including buyer or seller, title company, lender, other agent and more.

• Coordinate delivery of option check.

• Coordinate tax certificate, title commitment, ECAD audit (if applicable), survey, and T-47 according to their respective due dates.

• Coordinate and schedule all inspections (premium service level).

• Coordinate Commission Disbursement Authorization (CDA) and submit for signatures.

• Coordinate or advise title company of home warranty preference (if applicable).

• Coordinate and schedule ECAD audit (if applicable).

• Follow-up and ensure that the third party financing due date is met and that documentation is present.

• Document any special provisions.

• Coordinate and/or obtain the homeowner’s association documents within contractual deadlines.

• Coordinate HOA Documents for review, approval and signature.

• Prepare amendments per agent’s instructions and send for signature (premium service level).

• Send amendment(s) to other agent for execution and then forward to title company and lender, as applicable.

• Coordinate and collect any receipts from repairs; forward to other party and title as applicable.

• Track the status of the appraisal and date received. (continues on reverse)

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At this time, Contract-to-Close offers transaction management services in the state of Texas only.Contract-to-Close is a department of Agent Operations®, a full-service real estate marketing and logistics firm.

We do not perform any licensee-required duties. Information is deemed reliable but not guaranteed.

• Track and verify the status of the “clear-to-close” with the lender and coordinate with the title company.

• Request and review closing statement to ensure accuracy, and forward closing statement to agent for final approval.

• Review agent-approved closing disclosure with client, as applicable.

• Provide instructions and “what to expect” for day of closing, along with information about keys, garage door openers, mailbox location, utilities, etc.

• Coordinate and schedule closing appointment for client(s) and agent.

• Email client with closing appointment instructions, along with directions to the title company and answers to frequently asked questions and wire fraud warning to client.

• Schedule final walk-through for client and agent (premium service level).

• Verify home warranty contract ordered and in place.

• Coordinate closing gift per agent instructions.

• Coordinate delivery of keys, garage door openers and any other necessary items.

• Verify client information is updated with new mailing address and ensure agent’s sphere of influence database is updated for accuracy and marketing purposes.

• Upload digital file of all transaction documents to secure Dropbox location.

• Provide agent with location of file and forward to broker as applicable.

(512) 400-2345 | CTC@AgentOperations.net | www.Contract-to-Close.com

Our Mission: To provide high-quality, hyper-local, customized and affordable business development solutions to REALTORS® and real estate brokerages.

Our Core Values: 1) Faith and Family First 2) Be a Blessing to Others3) Two Ears and One Mouth: Listen to Understand

4) Always Do What’s Right, Especially When No One is Looking 5) Stay Humble and Never Stop Learning 6) Go the Extra Mile 7) Enjoy the Journey