The T.A. Way
If you haven't worked with us before, then you haven't heard about the T.A. Way!
Our service expectations are, above all else, the core of our business:
- People will be greeted with a smile, both on the phone and in person.
- Phone calls with be answered using a standard and professional greeting.
- Employees will be dressed professionally in all situations.
- Emails will be responded to/acknowledged by end of business.
- Voicemails will be returned within twenty-four hours, and acknowledged by end of business.
- Every client on each transaction will be acknowledged and thanked.
- On each transaction, agents will be contacted for introduction, to find out their expectations, & to check on them halfway through the transaction.
- All new orders will be confirmed, with a file number, within four hours of receipt during normal business hours.
- Two weeks prior to the closing date, all parties will be contacted by telephone to confirm closing details and to provide any necessary updates.
- The ALTA SS will be provided five days prior to closing. Lender fees will be provided if available.
- Clients will be greeted by name and their name will be displayed with a congratulatory message on the television.
- Each office will have a stocked refrigerator with substantial and healthy snacks, assorted beverages, and a selection of coffees and teas available at closing.
- Buyers will receive a closing gift at settlement where not prohibited by law.
- A Thank You note will be written and sent to both buyer and seller agents.
- Clients will be reminded in February that they need their ALTA SS for taxes.
- Home buyers will be sent a note on their one year anniversary of settlement.
Preparation of Closing Costs
This includes a QC review on the items being disbursed, along with funds received. The CPU will cut checks, initiate wires and process ReQuire. In addition, they will follow up on outstanding checks and perform E-Recording reconciliation.Payoffs
The CPU will audit recordable documents for accuracy and compliance for recording purposes. The documents will be e-recorded and any remaining funds will be distributed, if required.
Receipt, Review & Preparation of Closing Packages
Completion and issuing of final Owner’s and/or Loan Policies, along with required Endorsements to same.
Title Searches
Title Searches
Coordinate Closing Date with All Parties
Coordinate Closing Date with All Parties
Disbursement of Mortgage Funds
Disbursement of Mortgage Funds
Disbursement of Mortgage Funds
Disbursement of Mortgage Funds
Preparation of the Post-Closing Packages
Preparation of the Post-Closing Packages
1031 Exchanges to Defer Capital Gains
1031 Exchanges to Defer Capital Gains