Defined TC

What we do for you

Please reach us at info@definedtc.com if you cannot find an answer to your question.

Open the File

Your TC will coordinate the opening of the file and handle all documents securely.
An introduction email will be sent providing a timeline of deadlines with a copy of the executed contract to the co-op agent, buyer/seller, lender, and title company as needed.
Send/request disclosure packages and ensure all documents are signed by designated parties.

Coordinate

Verify the EM deposit, obtain and share the receipt from escrow.
Schedule/Verify the inspection date and time.
Update deadlines due to any changes in the contract.
Order Home Warranty per contract if needed.
Order HOA documents through title if needed.
Ensure your buyer/seller is provided with a copy of all documents.
Maintain constant contact with all parties involved for status updates as well as collecting outstanding items.
Coordinate and confirm final walk-through.

Keep Lending On Track

Get Your Closed

Schedule the signing appointment for the client and agent, if applicable.
Submit all required contract documents to brokerage for compliance
Draft CDA and send to agent for approval.
Submit agent-approved CDA to brokerage compliance.
Conduct a final audit of the file 7 days prior to closing to ensure all documents are uploaded and the file is complete.
Upload final closing documents to the agent’s online transaction management service for compliance.
Send a thank you email to your client asking for a review on your preferred sites.