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336 tasks total · showing 50 on this page
All Tasks50
Overdue2
Due Today0
Upcoming2
Completed27
512 Tascosa RdClear to Close
0/19
| Task | Deal | Stage | Due Date | SLA Status | POC | |
|---|---|---|---|---|---|---|
Send copy of HUD to client for approval | 512 Tascosa Rd | Closing | No date | \u2014 | TC | |
Send copy to Buyer | 512 Tascosa Rd | Closing | No date | \u2014 | TC | |
Confirm title's closing availablity | 512 Tascosa Rd | Closing | No date | \u2014 | TC | |
Coordinate Mobile Notary if needed | 512 Tascosa Rd | Closing | No date | \u2014 | TC | |
Add Closing Date / Time to calendar and send email reminder when appointment is set | 512 Tascosa Rd | Closing | No date | \u2014 | TC | |
CriticalSend Closing Reminder to Buyer | 512 Tascosa Rd | Closing | No date | \u2014 | BUYER | |
CriticalSend Closing Reminder to Seller | 512 Tascosa Rd | Closing | No date | \u2014 | BUYER | |
CriticalConfirm if closed and funded | 512 Tascosa Rd | Post-Closing | No date | \u2014 | TC | |
Request copy of final HUD and save in Google Drive | 512 Tascosa Rd | Post-Closing | No date | \u2014 | TC | |
Confirm wire amount with Client | 512 Tascosa Rd | Post-Closing | No date | \u2014 | TC | |
Confirm if seller is qualified for a satisfaction review | 512 Tascosa Rd | Post-Closing | No date | \u2014 | TC | |
Send email to End Buyer / PM | 512 Tascosa Rd | Post-Closing | No date | \u2014 | TC | |
Make a Seller Closing Call | 512 Tascosa Rd | Post-Closing | No date | \u2014 | TC | |
Send a Seller Closing Email | 512 Tascosa Rd | Post-Closing | No date | \u2014 | TC | |
If Keeping, call to transfer and turn on utilities | 512 Tascosa Rd | Post-Closing | No date | \u2014 | TC | |
Update Property Folder and applicable Internal Spreadsheets | 512 Tascosa Rd | Post-Closing | No date | \u2014 | TC | |
Remove all relevant Listings | 512 Tascosa Rd | Post-Closing | No date | \u2014 | TC | |
Send Post Closing Gift | 512 Tascosa Rd | Post-Closing | No date | \u2014 | TC | |
Install get lockbox if needed | 512 Tascosa Rd | Post-Closing | No date | \u2014 | TC |
1420 SW 3rd AveClear to Close
4/8
| Task | Deal | Stage | Due Date | SLA Status | POC | |
|---|---|---|---|---|---|---|
Send executed contract to title | 1420 SW 3rd Ave | Under Contract | Mar 20, 2026 | Completed | TC | |
Confirm EMD deposited | 1420 SW 3rd Ave | Under Contract | Mar 22, 2026 | Completed | TC | |
Order title commitment | 1420 SW 3rd Ave | Title Ordered | Mar 24, 2026 | Completed | TITLE | |
Schedule property inspection | 1420 SW 3rd Ave | Inspection | Apr 5, 2026 | Completed | TC | |
Confirm insurance quote | 1420 SW 3rd Ave | Clear to Close | Apr 15, 2026 | Overdue | Jake | |
CriticalVerify tenant lease terms | 1420 SW 3rd Ave | Under Contract | Apr 8, 2026 | Overdue | TC | |
Request seller utility transfer info | 1420 SW 3rd Ave | Clear to Close | Apr 20, 2026 | Upcoming | TC | |
CriticalSchedule closing with title company | 1420 SW 3rd Ave | Clear to Close | Apr 25, 2026 | Upcoming | TC |
7214 Mockingbird LnInspection
23/23
| Task | Deal | Stage | Due Date | SLA Status | POC | |
|---|---|---|---|---|---|---|
Conduct Initial Audit | 7214 Mockingbird Ln | Under Contract | No date | Completed | TC | |
Clarify items as needed with Acquisitions to prepare for Seller Intro | 7214 Mockingbird Ln | Under Contract | No date | Completed | ACQ | |
Check Folders and Working Files are Auto Created | 7214 Mockingbird Ln | Under Contract | No date | Completed | TC | |
Make Introductions | 7214 Mockingbird Ln | Under Contract | No date | Completed | TC | |
Make a Seller Intro Call | 7214 Mockingbird Ln | Under Contract | No date | Completed | SELLER | |
Make a Seller Intro Email | 7214 Mockingbird Ln | Under Contract | No date | Completed | SELLER | |
Open Escrow with Title | 7214 Mockingbird Ln | Under Contract | No date | Completed | TITLE | |
Make a New Title Company Intro | 7214 Mockingbird Ln | Under Contract | No date | Completed | TITLE | |
Submit Earnest Money | 7214 Mockingbird Ln | Under Contract | No date | Completed | TITLE | |
Create MOC if needed, send to title for recording | 7214 Mockingbird Ln | Under Contract | No date | Completed | TC | |
Gather Pertinent Documents | 7214 Mockingbird Ln | Under Contract | No date | Completed | TC | |
Seller Information Sheet (docusign template) | 7214 Mockingbird Ln | Under Contract | No date | Completed | TC | |
Original Sales Contract | 7214 Mockingbird Ln | Under Contract | No date | Completed | TC | |
Assignment Contract or Double Close Contract | 7214 Mockingbird Ln | Under Contract | No date | Completed | TC | |
IF LEASED | 7214 Mockingbird Ln | Under Contract | No date | Completed | TC | |
Leases | 7214 Mockingbird Ln | Under Contract | No date | Completed | TC | |
Rent Rolls | 7214 Mockingbird Ln | Under Contract | No date | Completed | SELLER | |
Initial Application | 7214 Mockingbird Ln | Under Contract | No date | Completed | SELLER | |
PCS Docs (section 8) and Caseworker Email | 7214 Mockingbird Ln | Under Contract | No date | Completed | SELLER | |
Track all deadlines and Add to Calendar | 7214 Mockingbird Ln | Under Contract | No date | Completed | SELLER | |
If Leased: Deadline for Seller to Submit all tenant info | 7214 Mockingbird Ln | Under Contract | No date | Completed | TC | |
Inspection Period | 7214 Mockingbird Ln | Under Contract | No date | Completed | TC | |
Title Receipt | 7214 Mockingbird Ln | Under Contract | No date | Completed | TC |