Stage Progress
Under Contract
Title Ordered
Inspection
Appraisal
Clear to Close
Closing
Post-Closing
Deal Information
Purchase Price
$54,000
EMD Amount
$1,000
Contract Date
Mar 15, 2026
Closing Date
Apr 8, 2026
Seller
Kevin Okafor
Seller Phone
806-555-1177
Buyer
Derek Simmons
Buyer Phone
806-555-8844
Title Company
Amarillo Title Co
Title Officer
Susan Kraft
Entity
RSH
EMD Received
Yes (Mar 19, 2026)
Checklist
72/80 done
Under Contract
✓
Conduct Initial Audit
TC
✓
Clarify items as needed with Acquisitions to prepare for Seller Intro
ACQ
✓
Check Folders and Working Files are Auto Created
TC
✓
Make Introductions
TC
✓
Make a Seller Intro Call
SELLER
✓
Make a Seller Intro Email
SELLER
✓
Open Escrow with Title
TITLE
✓
Make a New Title Company Intro
TITLE
✓
Submit Earnest Money
TITLE
✓
Create MOC if needed, send to title for recording
TC
✓
Gather Pertinent Documents
TC
✓
Seller Information Sheet (docusign template)
TC
✓
Original Sales Contract
TC
✓
Assignment Contract or Double Close Contract
TC
✓
IF LEASED
TC
✓
Leases
TC
✓
Rent Rolls
SELLER
✓
Initial Application
SELLER
✓
PCS Docs (section 8) and Caseworker Email
SELLER
✓
Track all deadlines and Add to Calendar
SELLER
✓
If Leased: Deadline for Seller to Submit all tenant info
TC
✓
Inspection Period
TC
✓
Title Receipt
TC
✓
Closing Date
TC
✓
Send Earnest Money Reminder
BUYER
✓
Verify Earnest Money Deposit
BUYER
✓
Confirm Earnest Money Receipt
TITLE
✓
End buyer EMD Reminder
TC
✓
Verify End Buyer EMD
TC
✓
Verify Receipt of End Buyer EMD
TC
Inspection
✓
Verify what inspections are needed
TC
✓
Set walkthrough if needed
INSPECTOR
✓
Create shared photos album
TC
✓
Put photos in google drive, let Dispo know
DISPO
✓
Send an Inspection Confirmation Email
INSPECTOR
✓
Schedule Calendar and email reminder
INSPECTOR
✓
Get Inspection Results and Document Repairs Needed
INSPECTOR
✓
Schedule Walkthroughs, as needed
TC
✓
Communicate with Sales team to get dispo status updates
DISPO
✓
If buyer is found, TC receives notification and details from Dispo
DISPO
✓
Prepare the Assignment / Double Close Contract and send for signature
TC
✓
Send a copy of the Assignment to the Title Company
TC
✓
Introduce yourself to Buyer
BUYER
✓
Send Title-Lender Intro
TITLE
✓
If cancellation is needed
TC
✓
Prepare the cancellation document and send for signature(s)
TC
✓
Save a copy of the executed file in Google Drive
TC
✓
Send a copy to Seller and Title
TC
✓
If amendment is needed, TC receives details from Acq
ACQ
✓
Prepare amendement and send for signature(s)
TC
✓
Save a copy of the executed file in Google Drive
TC
✓
Send a copy to Seller and Title
TC
Clear to Close
✓
Send all relevant documents to Title
TITLE
✓
Follow up on title commitment
TITLE
✓
Receive and Review Title Commitment and confirm Clear to Close
TITLE
✓
If not clear, coordinate with parties until clear
SELLER
✓
Schedule final walkthrough if applicable
TC
✓
Review Private Money Lender Checklist
TITLE
✓
Review the Tenant Checklist
TC
Closing
✓
Request copy of the Preliminary HUD
TITLE
✓
Conduct a Closing Statement Review
TC
✓
Request revisions if errors found in closing statements
TITLE
✓
Send copy of HUD to client for approval
TC
✓
Send copy to Buyer
TC
✓
Confirm title's closing availablity
TC
✓
Coordinate Mobile Notary if needed
TC
✓
Add Closing Date / Time to calendar and send email reminder when appointment is set
TC
✓
Send Closing Reminder to Buyer
BUYER
✓
Send Closing Reminder to Seller
BUYER
Post-Closing
✓
Confirm if closed and funded
TC
✓
Request copy of final HUD and save in Google Drive
TC
✓
Confirm wire amount with Client
TC
Confirm if seller is qualified for a satisfaction review
TC
Send email to End Buyer / PM
TC
Make a Seller Closing Call
TC
Send a Seller Closing Email
TC
Update Property Folder and applicable Internal Spreadsheets
TC
Remove all relevant Listings
TC
Send Post Closing Gift
TC
Install get lockbox if needed
TC
Deadlines
ContractMar 15, 2026
EMD DueMar 19, 2026
TitleMar 27, 2026
ClosingApr 8, 2026
Deal Activity
Apr 8
Deal closed and funded Apr 8. Assignment fee $9,500 collected. Deed recorded Apr 10.
Stage Advancedby Vesper
Apr 3
Assignment contract executed with Derek Simmons — $9,500 fee. Sent to Amarillo Title Co.
Task Doneby Vesper
Mar 25
Dispo packet assembled and buyer blast sent — 3 offers received within 48h
Stage Advancedby Vesper
Mar 19
EMD of $1000 confirmed deposited with Amarillo Title Co
Task Doneby Vesper
Mar 16
Seller intro call and email completed with Kevin Okafor
Email Sentby Vesper
Mar 15
Initial audit complete — contract reviewed, deadlines calendared
Task Doneby Vesper
Mar 15
New wholesale assignment opened: 3801 Bell St, Amarillo TX
Deal Openedby Vesper