When you represent the buyer.
Standard CtC
Core contract-to-close workflow: file setup, contingency checks, earnest money, compliance, utilities, title/ALTA, and post-close tasks.
Contract Received
Audit the Purchase Agreement
We review every page for signatures, initials, dates and required disclosures. Anything missing gets sent out for signature or requested from the other agent.
On Contract Received DateCollect Buyer Agency Documents
We confirm we have the Agency Relationships disclosure, buyer representation agreement and any brokerage-specific forms.
On Contract Received DatePrepare the Closing Worksheet
We build a one-page summary of the property, key dates and contacts for everyone on the file to reference.
On Contract Received DateLet You Know What Else We Need
You get one clear list of any missing documents or info, plus what we've already done to get the agreement compliant.
On Contract Received DateSend Earnest Money Instructions
We send the earnest money details so the deposit can be delivered on time.
On Contract Received DateSend Title Request to the Listing Agent
We ask the listing agent who is handling title so the closer can open the file.
On Contract Received DateSend Your Buyer(s) the Executed Agreement
Your clients receive a copy of their agency documents and the fully executed purchase agreement, with a quick summary of what's next.
1 day after Contract Received DateSend the All Parties Email
We send the executed agreement, closing worksheet and supporting documents to you, the lender and title.
1 day after Contract Received DateThe other agent isn't on this email because it includes commission and client contact details. We don't send personal property items to the lender.Confirm Earnest Money Was Received
We request proof the earnest money was deposited and follow up until we have it.
7 days after Contract Received DateUpload to Your Brokerage System
We upload the file to your back-office system or send it to your admin, based on your brokerage's requirements.
1 day after Contract Received DateWe keep it updated as the file moves along.Obtain City Compliance / TISH
If the city requires an inspection report (TISH), we find it in the supplements or online, or request it from the listing agent.
1 day after Contract Received DateConfirm the Property Goes Pending
After contingencies are removed, we notify the listing side and confirm the MLS shows pending.
4 days after Contract Received DateRequest Utility Information
We ask the listing side for the utility providers so your buyers can set up service.
7 days after Contract Received DateFinal Compliance Check
We double-check your brokerage file is complete and compliant before closing.
10 days after Contract Received DateBefore Closing
Send the Utility Email
Your buyers get a list of utility providers and help connecting service before move-in.
15 days before ClosingOrder or Confirm the Home Warranty
We order the home warranty for you, or confirm it was ordered by the other side.
14 days before ClosingReminder: Schedule the Final Walkthrough
We remind you to connect with your buyers about final steps and get the walkthrough on the calendar.
7 days before ClosingRequest the Title Commitment
We request the title commitment and share it with your buyers.
10 days before ClosingRequest the Settlement Statement
We request the preliminary settlement statement (ALTA) from title and review every figure for accuracy.
7 days before ClosingRequest the Final Settlement Statement
After closing, we request the signed final ALTA and closing documents from title.
1 day before ClosingAs Needed
Share Earnest Money Receipt
Once received, we send the earnest money receipt to all parties.
When "the previous step" is doneSend Your Client Their Closing Files
Your buyers receive a complete copy of their transaction documents for their records.
When "the previous step" is done
Added when your contract includes…
These steps only apply when the contingency is in the purchase agreement.