Stage Progress
Under Contract
Title Ordered
Inspection
Appraisal
Clear to Close
Closing
Post-Closing
Deal Information
Purchase Price
$78,000
EMD Amount
$1,500
Contract Date
Mar 28, 2026
Closing Date
May 8, 2026
Seller
Gary Whitfield
Seller Phone
806-555-4411
Buyer
—
Buyer Phone
—
Title Company
Texas Legacy Land Title
Title Officer
Holly Wingate
Entity
PHB
EMD Received
Yes (Apr 1, 2026)
Checklist
34/80 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
Plumbing
TC
HVAC
TC
Roof
TC
Foundation
TC
Electrical
TC
✓
Set walkthrough if needed
INSPECTOR
✓
Create shared photos album
TC
Verify walkthrough is completed
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
INSPECTORCritical
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
TITLECritical
Receive and Review Title Commitment and confirm Clear to Close
TITLECritical
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
InspectionApr 20, 20264d left
ClosingMay 8, 202622d left
ContractMar 28, 2026
EMD DueApr 1, 2026
InspectionApr 20, 2026
ClosingMay 8, 2026
Deal Activity
Apr 12
Health GREEN -> YELLOW: inspection reveals roof replacement needed (~$8,500), foundation engineer report pending
Health Updatedby Vesper
Apr 5
Deal advanced to INSPECTION — title commitment received, physical inspection scheduled
Stage Advancedby Vesper
Apr 1
EMD of $1500 confirmed deposited with Texas Legacy Land Title
Task Doneby Vesper
Mar 29
Seller intro call and email completed with Gary Whitfield
Email Sentby Vesper
Mar 28
Initial audit complete — contract reviewed, deadlines calendared
Task Doneby Vesper
Mar 28
New fix flip opened: 7214 Mockingbird Ln, Amarillo TX
Deal Openedby Vesper