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Process Street
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New Closing File
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New Closing File
New Closing File
1
New Closing File
2
Executed Contract Recieved
3
New Closing File
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Add Transaction - Realvolve
Executed Contract Received
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Add Dates 1. Acceptance Date 2. Due Dilligence Expiration DAte 3. First Earnest Due Date 4. Financing Contingincy Date 5. Closing Date
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Verify Preapproval Recieved
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Contract Info for the following: Lender | buyer(s) | Seller(s) | Selling Agent | Listing Agent | Attorney |
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Special Stipulations?
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Email Important Dates Email
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Upload Executed Contract
Other Tasks
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Forward File
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Verify Final File
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Verify Receipt of Closing Disclosure | Review for Accuracy
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Closing Attorney Check-In
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Email Verification of Earnest Money - Lender
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Verify Closing Date/Time | Schedule Closing if Not Yet Scheduled
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Order Buyer Closing Gift
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Review Request
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Utilities Details - Client Email
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Lender Check In
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Closing Attorney Location: Email Buyer Details
Executed Contract Recieved
Builder Docs
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Teresa takes care of Beacon builder docs
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Horizon : K will get for us
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