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services:closing_management:closing_management_-_overview [2018/11/19 21:07]
wendybingaman
services:closing_management:closing_management_-_overview [2018/11/20 21:51] (current)
wendybingaman [Items a Closing Management Assistant CANNOT Handle for a Client]
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 **Closing Plan:​** ​ is a comprehensive,​ step-by-step document of your closing process. It has screen shots, directions and a table of contents so in the event your CMA is sick, on vacation, etc. anyone on the team can pick up and do your work. This becomes your property and you will receive a final draft to approve. It is important you review and provide feedback, or your process may take longer to work out. You must be invested from the beginning to ensure a smooth process is in place. **Closing Plan:​** ​ is a comprehensive,​ step-by-step document of your closing process. It has screen shots, directions and a table of contents so in the event your CMA is sick, on vacation, etc. anyone on the team can pick up and do your work. This becomes your property and you will receive a final draft to approve. It is important you review and provide feedback, or your process may take longer to work out. You must be invested from the beginning to ensure a smooth process is in place.
  
-===== Services & Applications – Closing Management ​Team =====+===== Services & Applications – Closing Management =====
  
 This list is never complete. We are always expanding what we can do and tackling our client’s needs by building systems to make their lives easier. If you do not see something on this list or you are curious about a service, please email [[Closings@BestAgentBusiness.com|]] and ask! Our Team is always glad to answer your questions. This list is never complete. We are always expanding what we can do and tackling our client’s needs by building systems to make their lives easier. If you do not see something on this list or you are curious about a service, please email [[Closings@BestAgentBusiness.com|]] and ask! Our Team is always glad to answer your questions.
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   * Zip Form   * Zip Form
  
-===== Items a Closing Management Assistant ​CANNOT Handle for a Client =====+===== Items a CMA CANNOT Handle for a Client =====
  
-**Closing Management Services:​** ​ We cannot provide Closing Management Services for clients who do not use a system to track closings. Top Producer is our most commonly used closing system. If you are not sure if your closing system will qualify, ask us. We’re more than happy to work with you.+**Closing Management Services:** We cannot provide Closing Management Services for clients who do not use a system to track closings. Top Producer is our most commonly used closing system. If you are not sure if your closing system will qualify, ask us. We’re more than happy to work with you.
  
-**Negotiable Items:​** ​ This can be difficult to determine but will include any unresolved issue relevant to the contract. All such issues will be referred to the client. The CMA will relay information ABOUT negotiable items but CANNOT participate in any decisions relating to them.+**Negotiable Items:** This can be difficult to determine but will include any unresolved issue relevant to the contract. All such issues will be referred to the client. The CMA will relay information ABOUT negotiable items but CANNOT participate in any decisions relating to them.
  
 **Drafting Documents: **CMAs should not draft addenda or amendments to contracts. This work, in most states, should only be done by a licensed attorney in the state in which the document is being drafted. It is acceptable for the CMA to fill in information that has been provided by the client, but not to draft any wording. **Drafting Documents: **CMAs should not draft addenda or amendments to contracts. This work, in most states, should only be done by a licensed attorney in the state in which the document is being drafted. It is acceptable for the CMA to fill in information that has been provided by the client, but not to draft any wording.
  
  
  • services/closing_management/closing_management_-_overview.1542679644.txt.gz
  • Last modified: 2018/11/19 21:07
  • by wendybingaman