Create shared folder in google drive with real-time checklist 

Create Opportunity in Command (if needed - KW)

Submit commission to market center/Command (if KW) 

Gather fully executed docs + alert to anything missing

Upload & submit docs to market center/Command (if KW)  

Order home warranty (as needed) 

Order closing gift

Buyer communication (via email) * 

• Intro + list of your provided list of recommended inspectors + inspection/earnest money deadline 

• Send TrustFunds/earnest money link 

• Send copy of termite report (if no treatment recommended) 

• Send home warranty confirmation 

• Coordinate + confirm inspection date + time 

• Send utilities reminder w/ list of companies + services in their area (1 week before closing) 

• Coordinate + confirm final walk-through  

Lender communication (via email) * 

• Send purchase agreement + earnest money + any other necessary paperwork    

• Check-in on the transaction throughout (appraisal/clear to close) 

• Coordinate closing time/location  

Listing agent communication (via email) * 

• Intro + ask if they are ordering home warranty 

• Order home warranty (as needed) 

• Coordinate + confirm inspection date + time 

• Request copy of termite report 

• Check that items listed on Inspection Addendum have been completed/receipts obtained

• Coordinate + confirm final walk-through date + time  

Calendar scheduling (we will add the following to your Google calendar) 

• Earnest money deadline 

• Inspection deadline 

• Inspection 

• Final walk-through 

• Closing date + location   

• 1 year + 5 year home anniversary (or your preference) 

Post-closing 

• Email your provided survey/review (if applicable) 

• Update your database/Command w/ client info/new address/home anniversary

• Email tax letter/Final CD to buyer at start of the next year

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*You will be cc'd on all email correspondence.