• Documentation -
  Obtain missing signatures, audit files, load all documents in the compliance management system, draft addendums & repair forms and ensure the file is broker compliant for the agent to get paid timely.
   

• Timeline & Risk Management -
  Manage the entire transaction from contract ratification until postclosing. This will include creating an Under Contract Timeline & next steps for each party, coordinating deposits & inspections, sending calendar invites for key milestones to buyer/seller and agent, initiating escrow, and ensuring the lender, attorney/title officer & co-op agent are completing each activity timely. Managing & mitigating risks on potentially missing deadlines and communicating impact are key tasks for a TC. 
   

• Communication -
  Track and communicate status with the lender and closer to ensure the loan and title/pay-off activities are progressing. Each agent will have access to their personalized Agent Portal, which will hold live transaction status for each phase (documentation, appraisal, deposits, inspection/due diligence period, loan/escrow status, etc.)

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• Closing Prep- As we get closer to closing we will ensure that your client has closing scheduled, calendar invite is updated with location and time of closing, utility instructions are shared, walkthrough is scheduled, keys are coordinated, settlement statement is reviewed, commission instructions are shared, & your client will get a final closing prep email that will highlight all the key details before closing.

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The Jordy Luxe Difference

✔ Weekly status reports
✔ Agent portal with live updates
✔ Client portal for buyers/sellers
✔ Text reminders for agents on key milestones/dates
✔ Calendar reminders for key milestones for agents and clients
✔ Preparation of addenda and repair requests for agent review/approval
✔ Personalized Home closing packet for Buyers 
✔ Post-closing agent review request
✔ Secure link to all client transaction files
✔ Optional annual tax email with prior-year Closing Disclosure copy