Your Client Portal

The goal of the client portal is to be absolutely forthright, transparent and accountable. We strongly believe that this particular item is one of several that separates our services from others. Rather than sorting through numerous emails and other correspondence you can simply go here for ease of use (even on your phone or tablet). Check back as often as you wish (even after the transaction). If you ever forget your password, reach out and we’ll forward it to you.

Client Name(s): 

Transaction # 1

Address:

Transaction # 1- Updates:

Updates go here

Transaction # 2

Address:

Transaction # 2- Updates:

Updates go here

Transaction # 1: Critical Dates & Deadlines

Event Deadline Date  Day of the Week  Notes:
Acceptance Deadline Complete Sunday
Loan Application Deadline NA
Earnest Money Receipt 7/9/18 Monday
Title Deadline 7/10/18 Tuesday
Title Objection Deadline 7/12/18 Thursday
Off-Record Title Deadline 7/10/18 Tuesday
Off-Record Title Objection Deadline 7/12/18 Thursday
Title Resolution Deadline 7/13/18 Friday
Due Diligence Doc(s) Deadline 7/9/18 Monday
Due Diligence Doc(s) Objection Deadline 7/11/18 Wednesday
HOA/Metro District Doc(s) Deadline 7/11/18 Wednesday
HOA/Metro District Doc(s) Objection Deadline 7/13/18 Friday
Inspection Objection Deadline
7/9/18 Monday
Inspection Resolution Deadline
7/11/18 Wednesday
Property Insurance Deadline
7/13/18 Friday
ILC or Survey Deadline
7/11/18 Wednesday
ILC or Survey Objection Deadline
7/13/18 Friday
ILC or Survey Resolution Deadline
7/15/18 Sunday
Appraisal Deadline
NA
Appraisal Objection Deadline
NA
Appraisal Resolution Deadline
NA
Loan Objection Deadline
NA
Closing Deadline
7/16/18 Monday
Possession Deadline
Delivery of Deed

 

 

 

 

 

 

Transaction # 2: Critical Dates & Deadlines

Event Deadline Date  Day of the Week  Notes:
Acceptance Deadline Complete Sunday
Loan Application Deadline NA
Earnest Money Receipt 7/9/18 Monday
Title Deadline 7/10/18 Tuesday
Title Objection Deadline 7/12/18 Thursday
Off-Record Title Deadline 7/10/18 Tuesday
Off-Record Title Objection Deadline 7/12/18 Thursday
Title Resolution Deadline 7/13/18 Friday
Due Diligence Doc(s) Deadline 7/9/18 Monday
Due Diligence Doc(s) Objection Deadline 7/11/18 Wednesday
HOA/Metro District Doc(s) Deadline 7/11/18 Wednesday
HOA/Metro District Doc(s) Objection Deadline 7/13/18 Friday
Inspection Objection Deadline
7/9/18 Monday
Inspection Resolution Deadline
7/11/18 Wednesday
Property Insurance Deadline
7/13/18 Friday
ILC or Survey Deadline
7/11/18 Wednesday
ILC or Survey Objection Deadline
7/13/18 Friday
ILC or Survey Resolution Deadline
7/15/18 Sunday
Appraisal Deadline
NA
Appraisal Objection Deadline
NA
Appraisal Resolution Deadline
NA
Loan Objection Deadline
NA
Closing Deadline
7/16/18 Monday
Possession Deadline
Delivery of Deed

 

 

 

 

 

 

Transaction # 2- Documents: Property Specific

Executed Source of Water Addendum

Executed Seller’s Property Disclosure

Executed Square Footage Disclosure

Executed Purchase Contract

Executed Counter-Offer (if applicable)

Title Commitment

Home Inspection

Executed Inspection Resolution

Home Warranty (if applicable)

Executed Amend/Extend (if applicable)

Transaction # 2- Documents: Property Specific

Executed Source of Water Addendum

Executed Seller’s Property Disclosure

Executed Square Footage Disclosure

Executed Purchase Contract

Executed Counter-Offer (if applicable)

Title Commitment

Home Inspection

Executed Inspection Resolution

Home Warranty (if applicable)

Executed Amend/Extend (if applicable)

Transaction # 1- Documents: Brokerage Specific

Executed Brokerage Duties Disclosure

Executed Listing Contract

Executed Definitions of Working Relationships

Executed Brokerage Duties Disclosure

Executed MLS Waiver (Coming Soon Disclosure)

Transaction # 2- Documents: Brokerage Specific