Write to client acknowledge receiving a copy of the contract of sale from the real estate agent.
Obtain a title search of the property.
Provide a budget statement.
Provide discharge authority form if the property is mortgaged to save client chasing from bank.
Write to Lender, advise property sold, provide statement and confirm the settlement date, when buyer's finance has been approved.
Ensure Transfer of Land signed prior to settlement.
Prepare buyer's statement detailing adjustment of shire, water, land tax and strata levies and acknowledge any outstanding amounts owing to the local authorities.
Arrange for Lender to attend settlement at the buyer's bank to hand over the title and discharge of mortgage document.
Obtain payout figure from the Lender to repay the housing loan.
Fax the buyer's settlement agent the bank cheques needed at settlement.
Phone when settlement is arranged.
Attend settlement at the buyer's bank in Perth.
Pay bank cheque fees to buyer's bank
Collect surplus funds at settlement and bank, obain receipt.
Phone when settlement has taken place.
Confirm settlement in writing and provide final statement, GST invoice and receipts for any funds banked.
Phone and fax real estate agent to confirm property has settled.
Post or Bank commission cheque due to real estate agent.
Hold funds to adjust and pay the water consumption.
Reimburse seller any surplus funds after water consumption has been paid.
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and so much more!
