When you receive the initial paperwork from the realtor (or client, if FSBO), forward it to me via email or fax. Please include the client contact information and your fees.
Upon opening a file, I notify the clients, realtors, and other attorney of my involvement as your offsite paralegal. I keep in contact with each throughout the transaction. I request that correspondence is sent to me directly, unless otherwise requested. If anything arises that requires negotiation or if there is a legal issue, I will ask you to get involved or give me direction. Otherwise, I'll keep you updated on file status by email.
I will prepare the contract, on the applicable bar approved form, and will forward it to you for review. Upon receipt of your authorization, I will send to the other attorney via email and will copy you and the realtors, if any. My standard contract email cover includes language reserving the right to make changes.
I always request that the signed contract and down payment check be sent directly to your office. Once you confirm receipt of the same, I will schedule an appointment for the client to sign at your office. After signing, I will pick up the original contract, make any changes/additions you request and send to the other attorney with a cover letter (unless you prefer to handle this yourself and then I ask that you copy me by fax). At that time, I will ask that the title search be faxed to me upon receipt. I will forward a copy to you via email.
If the property is a condominium, I will order the resale package upon receipt of the buyer-signed contract. In most cases, I will request the client bring a check to my office for the same. I will have the original package go directly to the buyer's attorney and will ask that the resale be faxed to me. I will forward a copy to you via email.
I will collect the mortgage payoff information from the client within a couple of weeks of the expected closing date. I will order the same, once the closing date is confirmed. My calculation of the final payoff amount usually includes at least two additional business days.
Upon receipt of the buyer's clear to close, I will schedule the closing with all parties. I will then prepare the required closing documents - including closing statement, deed, conveyance tax return, non-foreign affidavit, owner's affidavit, payoff notifications, payoff letters, indemnification letters, HUD authorization - and will forward to you and the other attorney for review. Upon confirmation that there are no changes to the closing adjustments, I will forward detailed disbursement instructions to you via email (showing the incoming cash to close and all outgoing checks you need to cut).
I will deliver the file to your office as soon as everything is in order. Very often, that isn't until the morning of the closing. I include a full unsigned copy package for delivery to the client at closing. I do my best to be available during closings, at my desk, in the event there are any questions or document revisions.
After the closing, I will pick up the file or you may deliver it to my office. I will send out the payoffs same day, if given enough time to do so. Within three business days of closing, generally, I will send out any other mailings. I will then deliver the file back to your office.
Well, that pretty much sums it up. I would appreciate the opportunity to work with you, so please don't hesitate to call or email with any questions. If you're still unsure, call me and we can discuss a discounted rate for the first service; that way, you can see how well it works for you and you won't feel like you're losing anything.
For this service, the following are items I will need from your office: letterhead in Microsoft Word - for any letters I prepare on your behalf, Federal Express or UPS account number, and your current E & O declaration page. Click here to contact me.