2244 Coulter St, Amarillo, TX

Conduct Initial Audit

Clarify items with Acquisitions to prepare for Seller Intro

Check Folders and Working Files are Auto Created

Make a Seller Intro Call

Make a Seller Intro Email

Open Escrow with Title

Make a New Title Company Intro

Submit Earnest Money

Create MOC if needed, send to title for recording

Gather Pertinent Documents

Seller Information Sheet

Original Sales Contract

Collect Lease and Rent Rolls (if tenant-occupied)

Collect Tenant Initial Application

Collect PCS Docs (Section 8) and Caseworker Email

Track all deadlines and Add to Calendar

Deadline for Seller to Submit all tenant info

Inspection Period tracked and calendared

Title Receipt deadline calendared

Closing Date calendared

Send Texas Pride Lending intro to buyer

Confirm buyer submitted Texas Pride application

Confirm Texas Pride collected all financial documents

Send Earnest Money Reminder to buyer

Verify Earnest Money Deposit

Confirm Earnest Money Receipt with title

Verify what inspections are needed

Plumbing inspection

HVAC inspection

Electrical inspection

Send Inspection Confirmation Email

Schedule calendar and email reminder for walkthrough

Get Inspection Results and Document Repairs Needed

If amendment needed — prepare and send for signatures

Save executed amendment in Google Drive

Send amendment copy to Seller and Title

Confirm RMLO has ordered appraisal

Confirm DTI is confirmed at or below 40%

Confirm loan terms: rate, payment, and balloon date

Receive RMLO invoice

Receive and file RMLO package

Collect buyer photo ID

Send all relevant documents to Title

Follow up on title commitment

Receive and Review Title Commitment and confirm Clear to Close

Send title relevant Note Servicing Documents

If not clear, coordinate with parties until clear

Schedule final walkthrough if applicable

Confirm buyer property insurance is bound

Set up note servicer onboarding

Request copy of the Preliminary HUD

Conduct a Closing Statement Review

Request revisions if errors found in closing statements

Send copy of HUD to client for approval

Send copy of HUD to Buyer

Confirm title closing availability

Coordinate Mobile Notary if needed

Add Closing Date to calendar and send email reminder

Send Closing Reminder to Buyer

Send Closing Reminder to Seller

Confirm if closed and funded

Request copy of final HUD and save in Google Drive

Confirm wire amount with Client

Confirm if seller is qualified for a satisfaction review

Send email to End Buyer or Property Manager

Make a Seller Closing Call

Send a Seller Closing Email

Transfer and turn on utilities

Update Property Folder and Internal Spreadsheets

Remove all relevant Listings

Send Post Closing Gift

Install lockbox if needed

Get Testimonial from Seller and Buyer

Set up note servicing account and first payment

Send buyer wrap payment coupon and servicing schedule

Set first payment calendar event

Set balloon date alert (90/30/7 days)

Confirm deed recorded with county

Obtain recorded deed copy and save to Drive