Upon Going Under Contract

• Buyer “Next Steps” email – includes Due Diligence (DD), Earnest Money (EM) and delivery addresses

• TC introduction to listing agent

• Group “looping” email – to buyer, lender, escrow agent and you (with full contract details)

Ongoing Scheduling & Documentation

• Schedule (and reschedule if needed) closing date; notify buyer, agent and update calendar

• Add Closing & DD end dates to Google Calendar; send invites to agent/buyer

• Order survey (if requested by buyer)

• Upload MLS-UC sheet to brokerage files (or request upload if outside Canopy area)

• Schedule inspection with preferred vendors and add to calendar

Acknowledgments & Info Requests

• Request EM acknowledgment from paralegal and send to listing agent

• Request DD acknowledgment from listing agent

• Complete and send Buyer & Agent Info Sheet to buyer for confirmation and return to attorney

• Request utility provider list from listing agent

Ongoing Coordination

• Maintain communication among buyer, listing agent, attorney and lender

• Send updates and documents as needed

• Prepare and manage Amendments and signatures

• Review all documents for accuracy and completion

• Submit files for Compliance review (e.g., Dotloop, KW Command)

Pre-Closing & Final Steps

• 1 week before close: Send “Buyer Closing Reminders” (including utilities)

• 3 days before close: Request and review Preliminary Closing Docs (names, prices, terms, commission)

• Provide or arrange commission wiring instructions

• Request and upload executed ALTA/CD/HUD

• Complete payout sheet and submit full file for final Compliance and payment

Upon Going Under Contract

• Welcome email to seller – includes “Next Steps”

• TC introduction to buyer’s agent

• Intro email to escrow attorney

Scheduling & Documentation

• Add Closing Date and DDP end date to Google Calendar; invite you and the seller(s)

• Upload MLS-UC sheet to brokerage file (if in Charlotte Canopy MLS)

• Add inspection dates to the calendar (if provided)

Acknowledgments & Info Requests

• Send DD acknowledgment to seller for signature and return to buyer’s agent

• Request EM acknowledgment from escrow attorney and send to buyer’s agent

• Request utility provider list from seller and share with buyer’s agent

• Request Seller & Agent Info Sheet from attorney and complete and return once finalized

Ongoing Coordination

• Maintain ongoing communication with seller, buyer’s agent and attorney

• Prepare and manage Amendments and signatures

• Ensure all documents are accurate and fully executed

• Provide lender/attorney with updates and required info

• Submit all signatures and documents for Compliance review (e.g., Dotloop)

Pre-Closing & Final Steps

• 1 week before close: Send “Seller Closing Reminders” email

• 3 days before close: Request Preliminary Closing Docs and review all details (names, price, terms, commission)

• Coordinate commission wiring instructions or pickup after recording

• Request and upload executed ALTA/CD/HUD to file

• Complete and submit payout sheet and final Compliance package

FOR BUYERS OF TRACT HOMES

Upon Going Under Contract

• Welcome email to buyer

• TC introduction to builder representative

Contract Review & Documentation

• Review builder contract to confirm it’s fully executed and includes the Cooperating Broker Agreement/Compensation

• Periodically request updates and amendments from the builder rep

• Obtain all required signatures and submit documents for Compliance review per firm policy

Pre-Closing & Final Steps

• 3 days before close: Request Preliminary Closing Docs and review for accuracy (names, address, commission)

• Share reviewed documents with agent and buyer

• Provide or arrangecommission wiring instructions(or pickup after recording)

• Request and uploadexecuted ALTA/CD/HUDto firm’s file

• Completepayout sheetand submit finalCompliance filefor payout

FOR BUYERS OF TRACT HOMES

Upon Going Under Contract

• TC introduction to buyer

• TC introduction to builder representative.

• Introduction email to closing attorney.

Scheduling & Documentation

• Once received from builder, add Closing Date and New Home Orientation to Google Calendar; send invites to you and the buyer(s).

• Upload MLS-UC sheet to firm file (if in Charlotte Canopy MLS).

• Schedule Pre-Drywall and Final Inspections with your preferred vendors; add to calendar

Buyer & Agent Information

• Complete Buyer and Agent Info Sheets. Send to buyer for finalization and return completed version to attorney

Ongoing Coordination

• Maintain continuous communication with builder rep and buyers

• Prepare, review and obtain signatures for compliance documents

• Ensure all forms and signatures are accurate and complete

• Submit documents for Compliance review (e.g., Dotloop or firm system)

Pre-Closing & Final Steps

• 3 days before close: Request Preliminary Closing Docs, review key info (names, address, commission), and share with agent and buyer

• Coordinate commission wiring instructions or pickup after recording

• Request and upload executed ALTA/CD/HUD to file

• Complete payout sheet and submit final Compliance package for payout

Create loop (or Transaction Room), draft and send WWREA (NC) or Broker Relationships (SC) and Buyer Agency Agreement to buyers for signature. Agent to review the BAA before sent to client.

Create loop (or Transaction Room), draft and send WWREA (NC) or Broker Relationships (SC), Listing Agreement and Disclosures to sellers for signature.

Agent to review LA before sending to client.

Order measurements, photos and videographer from your vendor of choice

Per agent direction, we will draft the OTP/Contract for review before sending to your client.

After signing, if agent prefers, we will email it to the cooperating agent with you cc'd

From contract to close: organize, draft and send amendments out for signatures (to your client), submit the file to the compliance department

Fee paid at closing

First quote included in every Contract to Close package