A guide for Glass House buyers and sellers under contract.
Congratulations on reaching an agreement. From here, the work shifts to meeting deadlines, resolving outstanding items, and preparing for settlement. This roadmap explains how to work with your agent and closing team so you can stay informed and get ahead on your next steps.
Start with your welcome email
Your welcome email summarizes the price, important terms, deadlines, first actions, and closing folder. Read it carefully and tell your agent if anything differs from your understanding. Your signed contract and amendments control the transaction. A general guide cannot replace those specific terms.
Who handles what
- Your assigned agent: Advice, negotiations, inspection decisions, contract questions, proposed changes, and material concerns. This remains your person for decisions about the purchase or sale.
- The closing team: Documents, scheduling, status tracking, routine questions, and coordination with the other participants. Glass House is introducing an AI assistant for verified administrative work. If an AI assistant is handling a message, its signature will identify it. Follow the contact instructions in your own welcome email.
- Your lender, if applicable: Loan terms, rate locks, underwriting, appraisal requirements, loan approval, and funding.
- Your title company or settlement professional: Title work, escrow, settlement figures, signing arrangements, funds, recording coordination, and final closing documents.
- You: Timely decisions, requested documents, payments through verified channels, appointment availability, and telling us when something is blocked.
Use your closing folder
Open the private link in your welcome email using the email address that received the invitation. Reply if access does not work. Please do not share the folder link outside your transaction team.
- 00 Start Here: Your contacts, verified dates, current stage, and next actions.
- 01 Client Closing Checklist: Tasks, owners, dates, and status. Comment when an item is scheduled, submitted, complete, or blocked.
- 02 Questions for the Closing Team: A place for questions and answers. You can also reply to your transaction email.
- 03 Closing Documents: Executed contract documents, amendments, and final closing records appropriate for your file.
The folder helps keep everyone organized. It does not replace lender or title portals. Send bank statements, identification, account details, and sensitive financial documents through the secure process requested by the appropriate professional.
What happens after ratification
First actions: Buyers arrange the deposit, permitted inspections, and financing. Sellers prepare for access and respond to title intake requests. The team confirms responsibilities and appointment details.
During the contract period: Applicable inspections, document reviews, appraisal work, financing, and title work proceed. Your agent reviews decisions and requests with you. Each transaction has its own contingencies; an appraisal or loan process does not establish that a related contingency exists.
Before settlement: The team checks outstanding documents, figures, funds, signing arrangements, walkthrough logistics, and possession. Tell us promptly about a travel conflict, missing document, or unresolved concern.
At closing and afterward: The settlement professional coordinates completion. Your agent and title company confirm when keys and possession are authorized. We organize the final records and identify any remaining follow-up.
How to communicate with us
Reply in the existing transaction email thread and keep your agent and closing contact included. Put the property address in a new subject line. Include the question, any relevant deadline, and what you need from us. If another participant already answered, point us to that message.
Routine questions might include scheduling, folder access, which document is missing, or whether a receipt arrived. Questions about a credit, inspection concern, contract right, lender problem, or change in settlement date go to your agent.
For an urgent concern, contact your agent directly using the verified number in your welcome email. Do not rely on a checklist comment or assume an email has been seen. We do not promise continuous monitoring through this guide.
Read ahead
Buyers can start with deposit delivery and inspection preparation. Both buyers and sellers can review the final walkthrough and closing day guide.
Your next step: open your welcome email and folder, confirm access, and complete the first actions listed for your transaction.
