TC
Vesper TC
Transaction Coordinator
Demo Mode

List View

336 tasks total · showing 50 on this page

All Tasks50
Overdue0
Due Today0
Upcoming0
Completed11
7214 Mockingbird LnInspection
11/50
TaskDealStageDue DateSLA StatusPOC
Closing Date
7214 Mockingbird LnUnder ContractNo dateCompletedTC
Send Earnest Money Reminder
7214 Mockingbird LnUnder ContractNo dateCompletedBUYER
Verify Earnest Money Deposit
7214 Mockingbird LnUnder ContractNo dateCompletedBUYER
Confirm Earnest Money Receipt
7214 Mockingbird LnUnder ContractNo dateCompletedTITLE
End buyer EMD Reminder
7214 Mockingbird LnUnder ContractNo dateCompletedTC
Verify End Buyer EMD
7214 Mockingbird LnUnder ContractNo dateCompletedTC
Verify Receipt of End Buyer EMD
7214 Mockingbird LnUnder ContractNo dateCompletedTC
Verify what inspections are needed
7214 Mockingbird LnInspectionNo dateCompletedTC
Plumbing
7214 Mockingbird LnInspectionNo date\u2014TC
HVAC
7214 Mockingbird LnInspectionNo date\u2014TC
Roof
7214 Mockingbird LnInspectionNo date\u2014TC
Foundation
7214 Mockingbird LnInspectionNo date\u2014TC
Electrical
7214 Mockingbird LnInspectionNo date\u2014TC
Set walkthrough if needed
7214 Mockingbird LnInspectionNo dateCompletedINSPECTOR
Create shared photos album
7214 Mockingbird LnInspectionNo dateCompletedTC
Verify walkthrough is completed
7214 Mockingbird LnInspectionNo date\u2014TC
Put photos in google drive, let Dispo know
7214 Mockingbird LnInspectionNo date\u2014DISPO
Send an Inspection Confirmation Email
7214 Mockingbird LnInspectionNo dateCompletedINSPECTOR
Schedule Calendar and email reminder
7214 Mockingbird LnInspectionNo date\u2014INSPECTOR
CriticalGet Inspection Results and Document Repairs Needed
7214 Mockingbird LnInspectionNo date\u2014INSPECTOR
If cancellation is needed
7214 Mockingbird LnInspectionNo date\u2014TC
Prepare the cancellation document and send for signature(s)
7214 Mockingbird LnInspectionNo date\u2014TC
Save a copy of the executed file in Google Drive
7214 Mockingbird LnInspectionNo date\u2014TC
Send a copy to Seller and Title
7214 Mockingbird LnInspectionNo date\u2014TC
If amendment is needed, TC receives details from Acq
7214 Mockingbird LnInspectionNo date\u2014ACQ
Prepare amendement and send for signature(s)
7214 Mockingbird LnInspectionNo date\u2014TC
Save a copy of the executed file in Google Drive
7214 Mockingbird LnInspectionNo date\u2014TC
Send a copy to Seller and Title
7214 Mockingbird LnInspectionNo date\u2014TC
Send all relevant documents to Title
7214 Mockingbird LnClear to CloseNo date\u2014TITLE
CriticalFollow up on title commitment
7214 Mockingbird LnClear to CloseNo date\u2014TITLE
CriticalReceive and Review Title Commitment and confirm Clear to Close
7214 Mockingbird LnClear to CloseNo date\u2014TITLE
If not clear, coordinate with parties until clear
7214 Mockingbird LnClear to CloseNo date\u2014SELLER
Schedule final walkthrough if applicable
7214 Mockingbird LnClear to CloseNo date\u2014TC
Review Private Money Lender Checklist
7214 Mockingbird LnClear to CloseNo date\u2014TITLE
Review the Tenant Checklist
7214 Mockingbird LnClear to CloseNo date\u2014TC
CriticalRequest copy of the Preliminary HUD
7214 Mockingbird LnClosingNo date\u2014TITLE
CriticalConduct a Closing Statement Review
7214 Mockingbird LnClosingNo date\u2014TC
Request revisions if errors found in closing statements
7214 Mockingbird LnClosingNo date\u2014TITLE
Send copy of HUD to client for approval
7214 Mockingbird LnClosingNo date\u2014TC
Send copy to Buyer
7214 Mockingbird LnClosingNo date\u2014TC
Confirm title's closing availablity
7214 Mockingbird LnClosingNo date\u2014TC
Coordinate Mobile Notary if needed
7214 Mockingbird LnClosingNo date\u2014TC
Add Closing Date / Time to calendar and send email reminder when appointment is set
7214 Mockingbird LnClosingNo date\u2014TC
CriticalSend Closing Reminder to Buyer
7214 Mockingbird LnClosingNo date\u2014BUYER
CriticalSend Closing Reminder to Seller
7214 Mockingbird LnClosingNo date\u2014BUYER
CriticalConfirm if closed and funded
7214 Mockingbird LnPost-ClosingNo date\u2014TC
Request copy of final HUD and save in Google Drive
7214 Mockingbird LnPost-ClosingNo date\u2014TC
Confirm wire amount with Client
7214 Mockingbird LnPost-ClosingNo date\u2014TC
Confirm if seller is qualified for a satisfaction review
7214 Mockingbird LnPost-ClosingNo date\u2014TC
Send email to End Buyer / PM
7214 Mockingbird LnPost-ClosingNo date\u2014TC