Stage Progress
Under Contract
Title Ordered
Inspection
Appraisal
Clear to Close
Closing
Post-Closing
Deal Information
Purchase Price
$165,000
EMD Amount
$2,500
Contract Date
Mar 10, 2026
Closing Date
Apr 25, 2026
Seller
Patricia Nguyen
Seller Phone
806-555-9922
Buyer
Marcus Webb
Buyer Phone
806-555-3311
Title Company
Amarillo Title Co
Title Officer
Susan Kraft
Entity
RSHS
EMD Received
Yes (Mar 13, 2026)
Down Payment
$20,000
Existing Loan
—
Finance Rate
9.00%
Note Servicer
Polaris Management
Checklist
50/75 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
✓
Plumbing
TC
✓
HVAC
TC
✓
Electrical
TC
✓
Send an Inspection Confirmation Email
INSPECTOR
✓
Schedule Calendar and email reminder
INSPECTOR
✓
Get Inspection Results and Document Repairs Needed
INSPECTOR
✓
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
✓
Send title relevant Note Servicing Documents
TC
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
TITLECritical
Conduct a Closing Statement Review
TCCritical
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
BUYERCritical
Send Closing Reminder to Seller
BUYERCritical
Post-Closing
Confirm if closed and funded
TCCritical
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
If Keeping, call to transfer and turn on utilities
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
ClosingApr 25, 20269d left
BALLOONApr 15, 20311825d left
ContractMar 10, 2026
EMD DueMar 14, 2026
TitleMar 28, 2026
ClosingApr 25, 2026
Notes
Apr 8, 3:00 PM · Vesper
DTI confirmed at 32.5% — Marcus Webb qualifies. RMLO invoice received. Package 95% complete.
Deal Activity
Apr 10
Deal advanced to CLEAR_TO_CLOSE — title commitment received, RMLO terms confirmed, insurance bound
Stage Advancedby Vesper
Apr 8
DTI confirmed at 32.5% — Marcus Webb qualifies. RMLO invoice received. Package 95% complete.
Noteby Vesper
Mar 13
EMD of $2500 confirmed deposited with Amarillo Title Co
Task Doneby Vesper
Mar 12
RMLO intro sent to Texas Pride Lending — buyer application link provided to Marcus Webb
Task Doneby Vesper
Mar 11
Seller intro call and email completed with Patricia Nguyen
Email Sentby Vesper
Mar 10
Initial audit complete — contract reviewed, deadlines calendared
Task Doneby Vesper
Mar 10
New owner finance opened: 512 Tascosa Rd, Amarillo TX
Deal Openedby Vesper