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YOUR NEXT CHAPTER STARTS WITH A CONVERSATIONTony CruzTHE APEX GROUP · EXP REALTY
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OPERATIONS

Transactions Toolkit

Understand the eXp transaction team’s role in document review, approvals and closing coordination.

Transactions Toolkit program artwork from eXp
FIRST ACTION

Put it to work.

Trace one recent closing from contract through closing and flag your slowest handoff.

  1. 01

    Build a file checklist

    Identify the required agreements, disclosures, deadlines, and approvals for the transaction type.

  2. 02

    Name the handoff owner

    Assign who uploads documents, responds to broker review, tracks outstanding requirements and coordinates with closing. Record where each item lives.

  3. 03

    Reconcile before and after close

    Check disbursement details against the approved file. After closing, verify the payment and finish any outstanding recordkeeping tasks.