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PhaseExampleAction Item
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1-Opening2/6/2024⚠️ Check that Co-op Agent License is *ACTIVE*
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1-Opening2/6/2024Title company/lender pre-intro template sent w/Contract
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1-Opening2/8/2024Add dates to Google Calendar w/reminders
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1-Opening2/8/2024*01 BEGIN PHASE ONE - OPENING
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1-Opening2/8/2024> Effective Date [Confirm contract sent to all parties]
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1-Opening2/8/2024> Intermediary Relationship Notice
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1-Opening2/8/2024> Lead Based Paint Addendum [Signed & Completed by All Parties]
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1-Opening2/8/2024>> Floodplain Notice TXR 2015 [Signed by all parties] by
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1-Opening2/8/2024Buyer Pre-qualification Letter on File
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1-Opening2/8/2024>> Confirm Elevation Certificate Available [Special Flood Hazard Zone A or V]-N/A for Condos & Land
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1-Opening2/8/2024>> On Site Sewer Facility [Signed by all Parties]
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1-Opening2/8/2024>> Prior Inspection Reports per Seller's Disclosure Notice Section 9 or 10
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1-Opening2/8/2024Confirm Buyer inspections are scheduled
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1-Opening2/8/2024Compliance Check - Buyer or Seller Docs
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1-Opening2/8/2024Compliance Check - Contract Docs
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1-Opening2/8/2024Process paperwork into Broker Platform
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1-Opening2/9/2024Send out File Progress Update Communicated to Agent
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1-Opening2/9/2024Send out File Progress Update Communicated to Client
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1-Opening2/10/2024**P Confirm Lender has acknowledged receipt of contract
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1-Opening2/12/2024> Escrowed Contract Receipt on or before
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1-Opening2/12/2024> Earnest Money Receipt on or before
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1-Opening2/12/2024> Option Fee Received on or before
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1-Opening2/12/2024>> Confirm HOA Resale Certificate w/All Required Attachments (Subdivision Information) ORDERED by [Single Family]
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1-Opening2/13/2024>> Seller's Disclosure [Completed by Seller, and Signed by All Parties]
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1-Opening2/13/2024**P Send out Financing Intros / Insurance Notice [as Needed Basis]
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1-Opening2/16/2024Amendment Review [During Option Period] *Confirm $$ Delivered IF Additional Option Fee $$ Delivery to Seller
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1-Opening2/16/2024AMENDMENT_Executed Amendment Placeholder
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1-Opening2/16/2024Email a copy of Executed Amendment to Buyer or Seller
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1-Opening2/18/2024Option Period Ends 5:00 PM CST
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1-Opening2/18/2024Buyer or Seller Docs Submitted to Broker Compliance
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1-Opening2/18/2024Contract Docs Submitted to Broker Compliance
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2-Appraisal/Midpoint2/18/2024**P BEGIN PHASE TWO - APPRAISAL
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2-Appraisal/Midpoint2/18/2024Additional EM Deposit $_____ on or before
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2-Appraisal/Midpoint2/19/2024Send HW Home Warranty Touch 1
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2-Appraisal/Midpoint2/20/2024>> Existing Survey Provided by Seller by
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2-Appraisal/Midpoint2/20/2024>> Notarized T-47 Affidavit Provided by Seller by
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2-Appraisal/Midpoint2/20/2024Lender Appraisal Ordered by [Check-In] Notes_
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2-Appraisal/Midpoint2/20/2024Lender Conditional Loan Approval Status [Check-In] Notes_
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2-Appraisal/Midpoint2/20/2024Seller Repairs added to Calendar/tracking-Review P7D2 for Contract Required Repairs
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2-Appraisal/Midpoint2/20/2024REFERRAL_Agreement Signed by All Parties [Notes _____]
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2-Appraisal/Midpoint2/20/2024REFERRAL_Broker Signed W9 Received [Notes _____]
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2-Appraisal/Midpoint2/20/2024Check that Broker Compliance Buyer or Seller Docs Approved
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2-Appraisal/Midpoint2/20/2024Check that Broker Compliance Contract Docs Approved
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2-Appraisal/Midpoint2/21/2024Check that the Appraisal Delivery Date is Confirmed with Lender
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2-Appraisal/Midpoint2/21/2024Check that Broker Compliance Buyer or Seller Docs Approved
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2-Appraisal/Midpoint2/21/2024Check that Broker Compliance Contract Docs Approved
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2-Appraisal/Midpoint2/21/2024Commission Request Submitted to Broker
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2-Appraisal/Midpoint2/22/2024Educate Buyers or Sellers about Utility Connection Needs
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2-Appraisal/Midpoint2/23/2024Survey [Existing] Approval Check-In w/Title Company w/Updated Commitment
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2-Appraisal/Midpoint2/23/2024>> HOA Resale Certificate Delivery with All Required Attachments (Subdivision Information) Due by [Single Family]
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2-Appraisal/Midpoint2/23/2024Check in on Contingent Property Sale 1 of 2
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2-Appraisal/Midpoint2/26/2024Send Home Warranty Touch 2
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2-Appraisal/Midpoint2/26/2024Amendatory Clauses [as applicable] Signed by All Parties
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2-Appraisal/Midpoint2/26/2024Send out Seller Questionnaie to Seller or Buyer's Agent
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2-Appraisal/Midpoint2/27/2024>> Appraisal Delivery Date [Commitment Date or Actual]
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2-Appraisal/Midpoint2/29/2024Prep CD Review shell to match contract terms
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2-Appraisal/Midpoint2/29/2024AMENDMENT_Executed Amendment Placeholder
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2-Appraisal/Midpoint2/29/2024Email a copy of Executed Amendment to Buyer or Seller
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2-Appraisal/Midpoint2/29/2024HW Home Warranty Invoiced by [Note - properties >5000sqft]
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2-Appraisal/Midpoint2/29/2024>> Title Commitment Delivery [Tentative]
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2-Appraisal/Midpoint2/29/2024>> Tax Certificate Delivery [Tentative]
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3-Pre-Close3/1/2024**P BEGIN PHASE THREE - PRE-CLOSE
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3-Pre-Close3/1/2024Confirm CDA has been created and is accurate
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3-Pre-Close3/1/2024Check in on Contingent Property Sale 1 of 2
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3-Pre-Close3/1/2024>> Buyer Approval of Financing Deadline
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3-Pre-Close3/1/2024Confirm Mail Out Status or Availability for Closing Appt
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3-Pre-Close3/1/2024Confirm Client Closing Time with Title Company
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3-Pre-Close3/1/2024Check for receipt of seller questionnaire
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3-Pre-Close3/4/2024Final Loan Approval CTC by
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3-Pre-Close3/5/2024Initial Closing Disclosure Signing Deadline [Memo]
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3-Pre-Close3/5/2024Coordinate for closing gift, if any
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3-Pre-Close3/5/2024Remove staging items, if any
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3-Pre-Close3/6/2024>> Right To Terminate Due To Lender's Appraisal Deadline [Paragraph 3]
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3-Pre-Close3/7/2024Approved Closing Disclosure Review by
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3-Pre-Close3/7/2024Confirm Key Exchange with Co-op Agent
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3-Pre-Close3/7/2024Buyer Walkthrough & Final Acceptance
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3-Pre-Close3/8/2024>> Sale of Other Property by Buyer at _
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3-Pre-Close3/8/2024Closing Date
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4-Post-Close3/11/2024*PCLS BEGIN PHASE FOUR - POST-CLOSE
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4-Post-Close3/11/2024Obtain Signed Copy of Closing Disclosure & Add to Agent Compliance File
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4-Post-Close3/11/2024Seller's Temp Lease Terminates [Specific Notes if any_ ]
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4-Post-Close3/11/2024Coordinate return of deposit for Seller's Temp Lease
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4-Post-Close3/11/2024Do you like co-op agent? Send FB friend req or gift
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4-Post-Close3/11/2024Confirm MLS data has been closed out correctly
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4-Post-Close3/11/2024Update database with new client's addresses 🥳
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