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3801 Bell StAmarilloPost-Closing

22/30

Task	Deal	Stage	Due Date	SLA Status	POC
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
Send all relevant documents to Title	3801 Bell St	Clear to Close	No date	Completed	TITLE
Follow up on title commitment	3801 Bell St	Clear to Close	No date	Completed	TITLE
Receive and Review Title Commitment and confirm Clear to Close	3801 Bell St	Clear to Close	No date	Completed	TITLE
If not clear, coordinate with parties until clear	3801 Bell St	Clear to Close	No date	Completed	SELLER
Schedule final walkthrough if applicable	3801 Bell St	Clear to Close	No date	Completed	TC
Review Private Money Lender Checklist	3801 Bell St	Clear to Close	No date	Completed	TITLE
Review the Tenant Checklist	3801 Bell St	Clear to Close	No date	Completed	TC
Request copy of the Preliminary HUD	3801 Bell St	Closing	No date	Completed	TITLE
Conduct a Closing Statement Review	3801 Bell St	Closing	No date	Completed	TC
Request revisions if errors found in closing statements	3801 Bell St	Closing	No date	Completed	TITLE
Send copy of HUD to client for approval	3801 Bell St	Closing	No date	Completed	TC
Send copy to Buyer	3801 Bell St	Closing	No date	Completed	TC
Confirm title's closing availablity	3801 Bell St	Closing	No date	Completed	TC
Coordinate Mobile Notary if needed	3801 Bell St	Closing	No date	Completed	TC
Add Closing Date / Time to calendar and send email reminder when appointment is set	3801 Bell St	Closing	No date	Completed	TC
Send Closing Reminder to Buyer	3801 Bell St	Closing	No date	Completed	BUYER
Send Closing Reminder to Seller	3801 Bell St	Closing	No date	Completed	BUYER
Confirm if closed and funded	3801 Bell St	Post-Closing	No date	Completed	TC
Request copy of final HUD and save in Google Drive	3801 Bell St	Post-Closing	No date	Completed	TC
Confirm wire amount with Client	3801 Bell St	Post-Closing	No date	Completed	TC
Confirm if seller is qualified for a satisfaction review	3801 Bell St	Post-Closing	No date	\u2014	TC
Send email to End Buyer / PM	3801 Bell St	Post-Closing	No date	\u2014	TC
Make a Seller Closing Call	3801 Bell St	Post-Closing	No date	\u2014	TC
Send a Seller Closing Email	3801 Bell St	Post-Closing	No date	\u2014	TC
Update Property Folder and applicable Internal Spreadsheets	3801 Bell St	Post-Closing	No date	\u2014	TC
Remove all relevant Listings	3801 Bell St	Post-Closing	No date	\u2014	TC
Send Post Closing Gift	3801 Bell St	Post-Closing	No date	\u2014	TC
Install get lockbox if needed	3801 Bell St	Post-Closing	No date	\u2014	TC

3340 Soncy RdAmarilloClear to Close

7/7

Task	Deal	Stage	Due Date	SLA Status	POC
Send executed contract to title	3340 Soncy Rd	Under Contract	Mar 7, 2026	Completed	TC
Confirm EMD deposited	3340 Soncy Rd	Under Contract	Mar 10, 2026	Completed	TC
Order title commitment	3340 Soncy Rd	Title Ordered	Mar 10, 2026	Completed	TITLE
Execute Power of Attorney	3340 Soncy Rd	Under Contract	Mar 15, 2026	Completed	SELLER
Confirm insurance policy transfer	3340 Soncy Rd	Clear to Close	Apr 1, 2026	Completed	TC
Set up note servicing with August REI	3340 Soncy Rd	Clear to Close	Apr 10, 2026	Completed	TC
Send closing confirmation to all parties	3340 Soncy Rd	Closing	Apr 13, 2026	Completed	TC

4821 Elm StLubbockTitle Ordered

6/7

Task	Deal	Stage	Due Date	SLA Status	POC
Send executed contract to title	4821 Elm St	Under Contract	Mar 27, 2026	Completed	TC
Confirm EMD deposited	4821 Elm St	Under Contract	Mar 28, 2026	Completed	TC
Order title commitment	4821 Elm St	Title Ordered	Mar 30, 2026	Completed	TITLE
Collect buyer proof of funds	4821 Elm St	Under Contract	Apr 5, 2026	Completed	TC
Schedule closing with title company	4821 Elm St	Clear to Close	Apr 15, 2026	Completed	TC
Send closing confirmation to all parties	4821 Elm St	Closing	Apr 20, 2026	Completed	TC
CriticalConfirm price redaction with Jake before dispo packet	4821 Elm St	Inspection	No date	\u2014	Jake

512 Tascosa RdAmarilloClear to Close

6/6

Task	Deal	Stage	Due Date	SLA Status	POC
Conduct Initial Audit	512 Tascosa Rd	Under Contract	No date	Completed	TC
Clarify items as needed with Acquisitions to prepare for Seller Intro	512 Tascosa Rd	Under Contract	No date	Completed	ACQ
Check Folders and Working Files are Auto Created	512 Tascosa Rd	Under Contract	No date	Completed	TC
Make Introductions	512 Tascosa Rd	Under Contract	No date	Completed	TC
Make a Seller Intro Call	512 Tascosa Rd	Under Contract	No date	Completed	SELLER
Make a Seller Intro Email	512 Tascosa Rd	Under Contract	No date	Completed	SELLER

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