Stage Progress
Under Contract
Title Ordered
Inspection
Appraisal
Clear to Close
Closing
Post-Closing
Deal Information
Purchase Price
—
EMD Amount
—
Contract Date
—
Closing Date
—
Seller
Smoke Test Seller
Seller Phone
—
Buyer
—
Buyer Phone
—
Title Company
—
Title Officer
—
Entity
RSH
EMD Received
No
Checklist
0/57 done
Under Contract
Conduct Initial Audit
TCCritical
Clarify items with Acquisitions to prepare for Seller Intro
TC
Check Folders and Working Files are Auto Created
TC
Make a Seller Intro Call
SELLER
Make a Seller Intro Email
SELLER
Open Escrow with Title
TITLECritical
Make a New Title Company Intro
TITLE
Submit Earnest Money
TCCritical
Create MOC if needed, send to title for recording
TC
Gather Pertinent Documents
TC
Seller Information Sheet
TC
Original Sales Contract
TCCritical
Track all deadlines and Add to Calendar
TCCritical
Inspection Period tracked and calendared
TC
Title Receipt deadline calendared
TC
Closing Date calendared
TC
Send Earnest Money Reminder to buyer
BUYER
Verify Earnest Money Deposit
TCCritical
Confirm Earnest Money Receipt with title
TITLECritical
Inspection
Verify what inspections are needed
TCCritical
Plumbing inspection
INSPECTOR
HVAC inspection
INSPECTOR
Send Inspection Confirmation Email
TC
Schedule calendar and email reminder for walkthrough
TC
Get Inspection Results and Document Repairs Needed
INSPECTORCritical
If amendment needed — prepare and send for signatures
TC
Save executed amendment in Google Drive
TC
Send amendment 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
TITLE
Schedule final walkthrough if applicable
SELLER
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 of HUD to Buyer
TC
Confirm title closing availability
TITLE
Coordinate Mobile Notary if needed
TC
Add Closing Date to calendar and send email reminder
TC
Send Closing Reminder to Buyer
BUYERCritical
Send Closing Reminder to Seller
SELLERCritical
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 or Property Manager
TC
Make a Seller Closing Call
TC
Send a Seller Closing Email
TC
Update Property Folder and Internal Spreadsheets
TC
Remove all relevant Listings
TC
Send Post Closing Gift
TC
Install lockbox if needed
TC
Get Testimonial from Seller and Buyer
TC
Confirm deed recorded with county
TCCritical
Obtain recorded deed copy and save to Drive
TC
Deadlines
Deal Activity
Apr 16
New cash opened: 999 Test Ave, Amarillo TX
Deal Openedby Vesper Cowork