Initial Setup and Expectations

• Introductory Email: After receiving a new transaction, I’ll send a welcome email within 24 hours to introduce myself, confirm transaction details, and outline the next steps.

• Agent Dashboard Access: You’ll receive access to a personalized agent dashboard where you can view real-time updates on all transaction milestones and check the current status at any time. This dashboard is updated continuously as tasks progress.

Weekly Update Schedule

• Weekly Update Emails: Every Monday morning, I’ll send a summary email highlighting:

  • Key progress from the past week

  • Upcoming deadlines

  • Any pending actions or decisions required from you

  • This email complements the agent dashboard by drawing attention to critical updates, ensuring clear and consistent communication.

Milestone Updates

• Key Milestone Notifications: I’ll provide email notifications for critical milestones, including:

  • Earnest money received

  • Inspections scheduled/completed

  • Appraisal ordered/completed

  • Loan approval milestones

  • Closing date confirmation

  • Two-Week Countdown to Closing:

• Starting two weeks before closing, I’ll send more frequent updates (every 2-3 days) to ensure all final tasks stay on track.

Copying Agents on All Communication

• Consistent Transparency: You’ll be copied on all communication with clients, lenders, and vendors to ensure you stay fully informed throughout the transaction process.

Availability and Response Time

• Response Time: I aim to respond to all emails within 1 business hour during my work hours (listed below). Any planned unavailability will be communicated in advance.

• Work Hours:

  • My typical work hours are: 8:00 AM - 12:00 PM and 2:00 PM - 5:00 PM, Monday through Friday.