Eloquify Partners LLC - Full Transaction Coordination

Full Transaction Coordination Details

Due at Closing

What to Expect from Eloquify Partners LLC:

Documents review and verification to initiate and maintain paperless file
Initiate communication with all parties (clients, lenders, title, other agent) through introductory emails and/or courtesy calls/texts
Send contract to lender and Title company / Attorney's Office (Attorney's states)
Send needed amended contracts to lenders, title, and other agent (When applicable)
Request HOA documents
Ensure inspection order is being placed
Ensure timely receipt of Earnest Money Deposit (EMD) and get a receipt from title company.
Proactively communicate deadlines and milestones to all parties involved by sending calendar invites or notifications.
Follow up with Title Company for Title Work
Ensure appraisal is ordered
Obtain appraisal results
Follow up with listing agent on completed repairs and get receipts
Follow up with Lender for Loan Approval
Ensure Survey is ordered
Provide utilities information to buyers
Upload documents for Broker Compliance Review
Obtain Commission Disbursement Agreement (CDA/DA) and send to title company
Coordinate closing with clients, lenders, title and agent (will send a calendar invite)
Request preliminary HUD from title 3 days prior to closing and send to agent for review
Obtain & Review Closing Disclosure from Lenders 3 days before closing
Request FINAL CLOSING DISCLOSURES the day after closing
Request Google Reviews on behalf of the agent.

What to Expect from you, the Agent:

Submit the transaction using the intake form
Provide fully executed contract with all addendums
Review preliminary Title Report
Schedule, manage and attend inspections, appraisals and walkthroughs if applicable
Handle all negotiations and any other license activities
Send CMA and List of Upgrades to Appraisers (Listing Side Only and must be provided by listing agent)
Remove signs/lockboxes/flyers, etc.
Change the MLS status

New Agent Registration

Start a Transaction

For Brokers

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