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Adaptable to fit your needs


Listing Setup

Draft Listing Documents and Disclosures for your review 

Send applicable Disclosures to the seller to fill out

Upload listing documents to the Broker's compliance system of choice

Review all documents for signature/initial accuracy

Schedule any vendors such as photography, sign and lockbox installation, staging services, etc. as needed

Enter property information into MLS

Enter Agent's Contract Page 9 information into Agent Remarks


Upload and arrange photos

Upload disclosures to MLS

Set up Showing Service

Order Seller Home Warranty

Manage MLS status changes and Open House input as necessary

Contract Review

Contract to Close

Buyer or Seller


Upload all documents to Broker's preferred system (at open and close of transaction)

Review all documents for signature/initial accuracy and completeness

Access to OnPoint's internal system for live, up to the minute updates

Prepare Introductory Letter with executed contract to all parties in the transaction

Send "Next Steps" email to Buyer/Seller once contract is executed

Track all timelines listed on the contract and keep the buyer/seller updated throughout the transaction

Confirm Earnest Money/Option Fee distribution with client and obtain receipts

Schedule and Confirm Inspection Times 

Schedule a New Survey or request approval from the Title Company for an Existing Survey/T47

Manage MLS status changes

Prepare and distribute amendments for client signature

Get regular lender updates / Schedule Appraisal

Order the Home Warranty

"Closing Concierge" - coordinate the final walk through, arrange for keys to be at the Title Company, remind clients to switch utilities, schedule the closing date/time, review the Closing Disclosure and send the CDA to the Title Company 

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