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3801 Bell StPost-Closing
50/50
| Task | Deal | Stage | Due Date | SLA Status | POC | |
|---|---|---|---|---|---|---|
Conduct Initial Audit | 3801 Bell St | Under Contract | No date | Completed | TC | |
Clarify items as needed with Acquisitions to prepare for Seller Intro | 3801 Bell St | Under Contract | No date | Completed | ACQ | |
Check Folders and Working Files are Auto Created | 3801 Bell St | Under Contract | No date | Completed | TC | |
Make Introductions | 3801 Bell St | Under Contract | No date | Completed | TC | |
Make a Seller Intro Call | 3801 Bell St | Under Contract | No date | Completed | SELLER | |
Make a Seller Intro Email | 3801 Bell St | Under Contract | No date | Completed | SELLER | |
Open Escrow with Title | 3801 Bell St | Under Contract | No date | Completed | TITLE | |
Make a New Title Company Intro | 3801 Bell St | Under Contract | No date | Completed | TITLE | |
Submit Earnest Money | 3801 Bell St | Under Contract | No date | Completed | TITLE | |
Create MOC if needed, send to title for recording | 3801 Bell St | Under Contract | No date | Completed | TC | |
Gather Pertinent Documents | 3801 Bell St | Under Contract | No date | Completed | TC | |
Seller Information Sheet (docusign template) | 3801 Bell St | Under Contract | No date | Completed | TC | |
Original Sales Contract | 3801 Bell St | Under Contract | No date | Completed | TC | |
Assignment Contract or Double Close Contract | 3801 Bell St | Under Contract | No date | Completed | TC | |
IF LEASED | 3801 Bell St | Under Contract | No date | Completed | TC | |
Leases | 3801 Bell St | Under Contract | No date | Completed | TC | |
Rent Rolls | 3801 Bell St | Under Contract | No date | Completed | SELLER | |
Initial Application | 3801 Bell St | Under Contract | No date | Completed | SELLER | |
PCS Docs (section 8) and Caseworker Email | 3801 Bell St | Under Contract | No date | Completed | SELLER | |
Track all deadlines and Add to Calendar | 3801 Bell St | Under Contract | No date | Completed | SELLER | |
If Leased: Deadline for Seller to Submit all tenant info | 3801 Bell St | Under Contract | No date | Completed | TC | |
Inspection Period | 3801 Bell St | Under Contract | No date | Completed | TC | |
Title Receipt | 3801 Bell St | Under Contract | No date | Completed | TC | |
Closing Date | 3801 Bell St | Under Contract | No date | Completed | TC | |
Send Earnest Money Reminder | 3801 Bell St | Under Contract | No date | Completed | BUYER | |
Verify Earnest Money Deposit | 3801 Bell St | Under Contract | No date | Completed | BUYER | |
Confirm Earnest Money Receipt | 3801 Bell St | Under Contract | No date | Completed | TITLE | |
End buyer EMD Reminder | 3801 Bell St | Under Contract | No date | Completed | TC | |
Verify End Buyer EMD | 3801 Bell St | Under Contract | No date | Completed | TC | |
Verify Receipt of End Buyer EMD | 3801 Bell St | Under Contract | No date | Completed | TC | |
Verify what inspections are needed | 3801 Bell St | Inspection | No date | Completed | TC | |
Set walkthrough if needed | 3801 Bell St | Inspection | No date | Completed | INSPECTOR | |
Create shared photos album | 3801 Bell St | Inspection | No date | Completed | TC | |
Put photos in google drive, let Dispo know | 3801 Bell St | Inspection | No date | Completed | DISPO | |
Send an Inspection Confirmation Email | 3801 Bell St | Inspection | No date | Completed | INSPECTOR | |
Schedule Calendar and email reminder | 3801 Bell St | Inspection | No date | Completed | INSPECTOR | |
Get Inspection Results and Document Repairs Needed | 3801 Bell St | Inspection | No date | Completed | INSPECTOR | |
Schedule Walkthroughs, as needed | 3801 Bell St | Inspection | No date | Completed | TC | |
Communicate with Sales team to get dispo status updates | 3801 Bell St | Inspection | No date | Completed | DISPO | |
If buyer is found, TC receives notification and details from Dispo | 3801 Bell St | Inspection | No date | Completed | DISPO | |
Prepare the Assignment / Double Close Contract and send for signature | 3801 Bell St | Inspection | No date | Completed | TC | |
Send a copy of the Assignment to the Title Company | 3801 Bell St | Inspection | No date | Completed | TC | |
Introduce yourself to Buyer | 3801 Bell St | Inspection | No date | Completed | BUYER | |
Send Title-Lender Intro | 3801 Bell St | Inspection | No date | Completed | TITLE | |
If cancellation is needed | 3801 Bell St | Inspection | No date | Completed | TC | |
Prepare the cancellation document and send for signature(s) | 3801 Bell St | Inspection | No date | Completed | TC | |
Save a copy of the executed file in Google Drive | 3801 Bell St | Inspection | No date | Completed | TC | |
Send a copy to Seller and Title | 3801 Bell St | Inspection | No date | Completed | TC | |
If amendment is needed, TC receives details from Acq | 3801 Bell St | Inspection | No date | Completed | ACQ | |
Prepare amendement and send for signature(s) | 3801 Bell St | Inspection | No date | Completed | TC |