TC
Vesper TC
Transaction Coordinator
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336 tasks total ยท showing 50 on this page

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7214 Mockingbird LnInspection
0/7
TaskDealStageDue DateSLA StatusPOC
Make a Seller Closing Call
7214 Mockingbird LnPost-ClosingNo date\u2014TC
Send a Seller Closing Email
7214 Mockingbird LnPost-ClosingNo date\u2014TC
If Keeping, call to transfer and turn on utilities
7214 Mockingbird LnPost-ClosingNo date\u2014TC
Update Property Folder and applicable Internal Spreadsheets
7214 Mockingbird LnPost-ClosingNo date\u2014TC
Remove all relevant Listings
7214 Mockingbird LnPost-ClosingNo date\u2014TC
Send Post Closing Gift
7214 Mockingbird LnPost-ClosingNo date\u2014TC
Install get lockbox if needed
7214 Mockingbird LnPost-ClosingNo date\u2014TC
2244 Coulter StUnder Contract
0/43
TaskDealStageDue DateSLA StatusPOC
CriticalConduct Initial Audit
2244 Coulter StUnder ContractNo date\u2014TC
Clarify items with Acquisitions to prepare for Seller Intro
2244 Coulter StUnder ContractNo date\u2014TC
Check Folders and Working Files are Auto Created
2244 Coulter StUnder ContractNo date\u2014TC
Make a Seller Intro Call
2244 Coulter StUnder ContractNo date\u2014SELLER
Make a Seller Intro Email
2244 Coulter StUnder ContractNo date\u2014SELLER
CriticalOpen Escrow with Title
2244 Coulter StUnder ContractNo date\u2014TITLE
Make a New Title Company Intro
2244 Coulter StUnder ContractNo date\u2014TITLE
CriticalSubmit Earnest Money
2244 Coulter StUnder ContractNo date\u2014TC
Create MOC if needed, send to title for recording
2244 Coulter StUnder ContractNo date\u2014TC
Gather Pertinent Documents
2244 Coulter StUnder ContractNo date\u2014TC
Seller Information Sheet
2244 Coulter StUnder ContractNo date\u2014TC
CriticalOriginal Sales Contract
2244 Coulter StUnder ContractNo date\u2014TC
Collect Lease and Rent Rolls (if tenant-occupied)
2244 Coulter StUnder ContractNo date\u2014SELLER
Collect Tenant Initial Application
2244 Coulter StUnder ContractNo date\u2014SELLER
Collect PCS Docs (Section 8) and Caseworker Email
2244 Coulter StUnder ContractNo date\u2014SELLER
CriticalTrack all deadlines and Add to Calendar
2244 Coulter StUnder ContractNo date\u2014TC
Deadline for Seller to Submit all tenant info
2244 Coulter StUnder ContractNo date\u2014TC
Inspection Period tracked and calendared
2244 Coulter StUnder ContractNo date\u2014TC
Title Receipt deadline calendared
2244 Coulter StUnder ContractNo date\u2014TC
Closing Date calendared
2244 Coulter StUnder ContractNo date\u2014TC
CriticalSend Texas Pride Lending intro to buyer
2244 Coulter StUnder ContractNo date\u2014TC
CriticalConfirm buyer submitted Texas Pride application
2244 Coulter StUnder ContractNo date\u2014BUYER
Confirm Texas Pride collected all financial documents
2244 Coulter StUnder ContractNo date\u2014TC
Send Earnest Money Reminder to buyer
2244 Coulter StUnder ContractNo date\u2014BUYER
CriticalVerify Earnest Money Deposit
2244 Coulter StUnder ContractNo date\u2014TC
CriticalConfirm Earnest Money Receipt with title
2244 Coulter StUnder ContractNo date\u2014TITLE
CriticalVerify what inspections are needed
2244 Coulter StInspectionNo date\u2014TC
Plumbing inspection
2244 Coulter StInspectionNo date\u2014INSPECTOR
HVAC inspection
2244 Coulter StInspectionNo date\u2014INSPECTOR
Electrical inspection
2244 Coulter StInspectionNo date\u2014INSPECTOR
Send Inspection Confirmation Email
2244 Coulter StInspectionNo date\u2014TC
Schedule calendar and email reminder for walkthrough
2244 Coulter StInspectionNo date\u2014TC
CriticalGet Inspection Results and Document Repairs Needed
2244 Coulter StInspectionNo date\u2014INSPECTOR
If amendment needed โ€” prepare and send for signatures
2244 Coulter StInspectionNo date\u2014TC
Save executed amendment in Google Drive
2244 Coulter StInspectionNo date\u2014TC
Send amendment copy to Seller and Title
2244 Coulter StInspectionNo date\u2014TC
CriticalConfirm RMLO has ordered appraisal
2244 Coulter StAppraisalNo date\u2014TC
CriticalConfirm DTI is confirmed at or below 40%
2244 Coulter StAppraisalNo date\u2014TC
CriticalConfirm loan terms: rate, payment, and balloon date
2244 Coulter StAppraisalNo date\u2014TC
Receive RMLO invoice
2244 Coulter StAppraisalNo date\u2014TC
CriticalReceive and file RMLO package
2244 Coulter StAppraisalNo date\u2014TC
Collect buyer photo ID
2244 Coulter StAppraisalNo date\u2014BUYER
Send all relevant documents to Title
2244 Coulter StClear to CloseNo date\u2014TITLE