TC
Vesper TC
Transaction Coordinator
Demo Mode

List View

336 tasks total · showing 36 on this page

All Tasks36
Overdue0
Due Today0
Upcoming0
Completed0
2244 Coulter StUnder Contract
0/36
TaskDealStageDue DateSLA StatusPOC
CriticalFollow up on title commitment
2244 Coulter StClear to CloseNo date\u2014TITLE
CriticalReceive and Review Title Commitment and confirm Clear to Close
2244 Coulter StClear to CloseNo date\u2014TITLE
Send title relevant Note Servicing Documents
2244 Coulter StClear to CloseNo date\u2014TC
If not clear, coordinate with parties until clear
2244 Coulter StClear to CloseNo date\u2014TITLE
Schedule final walkthrough if applicable
2244 Coulter StClear to CloseNo date\u2014SELLER
CriticalConfirm buyer property insurance is bound
2244 Coulter StClear to CloseNo date\u2014BUYER
CriticalSet up note servicer onboarding
2244 Coulter StClear to CloseNo date\u2014TC
CriticalRequest copy of the Preliminary HUD
2244 Coulter StClosingNo date\u2014TITLE
CriticalConduct a Closing Statement Review
2244 Coulter StClosingNo date\u2014TC
Request revisions if errors found in closing statements
2244 Coulter StClosingNo date\u2014TITLE
Send copy of HUD to client for approval
2244 Coulter StClosingNo date\u2014TC
Send copy of HUD to Buyer
2244 Coulter StClosingNo date\u2014TC
Confirm title closing availability
2244 Coulter StClosingNo date\u2014TITLE
Coordinate Mobile Notary if needed
2244 Coulter StClosingNo date\u2014TC
Add Closing Date to calendar and send email reminder
2244 Coulter StClosingNo date\u2014TC
CriticalSend Closing Reminder to Buyer
2244 Coulter StClosingNo date\u2014BUYER
CriticalSend Closing Reminder to Seller
2244 Coulter StClosingNo date\u2014SELLER
CriticalConfirm if closed and funded
2244 Coulter StPost-ClosingNo date\u2014TC
Request copy of final HUD and save in Google Drive
2244 Coulter StPost-ClosingNo date\u2014TC
Confirm wire amount with Client
2244 Coulter StPost-ClosingNo date\u2014TC
Confirm if seller is qualified for a satisfaction review
2244 Coulter StPost-ClosingNo date\u2014TC
Send email to End Buyer or Property Manager
2244 Coulter StPost-ClosingNo date\u2014TC
Make a Seller Closing Call
2244 Coulter StPost-ClosingNo date\u2014TC
Send a Seller Closing Email
2244 Coulter StPost-ClosingNo date\u2014TC
Transfer and turn on utilities
2244 Coulter StPost-ClosingNo date\u2014TC
Update Property Folder and Internal Spreadsheets
2244 Coulter StPost-ClosingNo date\u2014TC
Remove all relevant Listings
2244 Coulter StPost-ClosingNo date\u2014TC
Send Post Closing Gift
2244 Coulter StPost-ClosingNo date\u2014TC
Install lockbox if needed
2244 Coulter StPost-ClosingNo date\u2014TC
Get Testimonial from Seller and Buyer
2244 Coulter StPost-ClosingNo date\u2014TC
CriticalSet up note servicing account and first payment
2244 Coulter StPost-ClosingNo date\u2014TC
Send buyer wrap payment coupon and servicing schedule
2244 Coulter StPost-ClosingNo date\u2014TC
Set first payment calendar event
2244 Coulter StPost-ClosingNo date\u2014TC
CriticalSet balloon date alert (90/30/7 days)
2244 Coulter StPost-ClosingNo date\u2014TC
CriticalConfirm deed recorded with county
2244 Coulter StPost-ClosingNo date\u2014TC
Obtain recorded deed copy and save to Drive
2244 Coulter StPost-ClosingNo date\u2014TC
← PreviousPage 7 of 7Next →