Stage Progress
Under Contract
Title Ordered
Inspection
Appraisal
Clear to Close
Closing
Post-Closing
Deal Information
Purchase Price
$185,000
EMD Amount
$3,000
Contract Date
Mar 5, 2026
Closing Date
Apr 15, 2026
Seller
James & Linda Patterson
Seller Phone
806-555-3456
Buyer
David & Sarah Martinez
Buyer Phone
806-555-7890
Title Company
Amarillo Title Co
Title Officer
Susan Kraft
Entity
RSHS
EMD Received
Yes (Mar 9, 2026)
Down Payment
$25,000
Existing Loan
$132,000
Finance Rate
8.50%
Note Servicer
August REI
Checklist
7/7 done
Under Contract
✓
Send executed contract to title
TCDue Mar 7, 2026
✓
Confirm EMD deposited
TCDue Mar 10, 2026
✓
Execute Power of Attorney
SELLERDue Mar 15, 2026
Title Ordered
✓
Order title commitment
TITLEDue Mar 10, 2026
Clear to Close
✓
Confirm insurance policy transfer
TCDue Apr 1, 2026
✓
Set up note servicing with August REI
TCDue Apr 10, 2026
Closing
✓
Send closing confirmation to all parties
TCDue Apr 13, 2026
Deadlines
ClosingApr 15, 2026-1d left
POA EXPIRATIONApr 15, 2027364d left
ContractMar 5, 2026
EMD DueMar 10, 2026
TitleMar 20, 2026
ClosingApr 15, 2026
Deal Activity
Apr 16
Closing confirmation sent to James & Linda Patterson
Task Doneby Vesper Cowork
Apr 16
Set up note servicing with August REI — intro email sent
Task Doneby Vesper Cowork
Apr 16
Closing confirmation email drafted for James & Linda Patterson — 3340 Soncy Rd
Email Draftedby Vesper Cowork
Apr 10
URGENT note servicing setup email drafted for 3340 Soncy Rd
Email Draftedby Vesper Cowork
Apr 6
Closing in 9 days: 3340 Soncy Rd
Alertby Vesper
Apr 4
Weekly seller update sent to James & Linda Patterson
Email Sentby Vesper
Mar 30
Deal advanced to CLEAR_TO_CLOSE
Stage Advancedby Vesper
Mar 12
POA executed by James & Linda Patterson
Task Doneby Jake
Mar 5
New wrap subject-to created: 3340 Soncy Rd, Amarillo TX
Deal Openedby Vesper
Documents (3)
Executed Purchase Contract
Received Mar 6, 2026
Title Commitment
Received Mar 20, 2026
Power of Attorney
Received Mar 12, 2026