The day-to-day craft of coordinating closings: checklists, owner matrices, exception handling and the templates coordinators keep reaching for. Written for people who carry the files, whether in-house, on a team or running their own TC business.
Workflow
Two dates on the executed contract, the Effective Date and the Closing Date, start nearly every clock; the rest start when a document is received. Where each form puts them, how TREC, C.A.R. and Florida count the days, and the one rule that keeps the calendar honest: a date moves only on a signed amendment.
Workflow
A transaction file goes through eight stages, from the agent's hand-off of the executed contract to the broker's archive of the closed file. Here is who does what at each stage, what to do when a stage fails, and how DeedSpring reads the contract and watches the deadlines for you.
Workflow
Pull eight fields off the executed contract, write down the page each came from, have the agent check the dates against the PDF, then open the file. Where each field sits on the TREC and C.A.R. forms, how SkySlope, dotloop and Open To Close take them in, and how DeedSpring reads them for you.
· Updated
Template
The 37 items a transaction coordinator checks on a purchase file, in six phases, each with the TREC 20-19 or C.A.R. RPA paragraph that sets its clock. Download the CSV, delete what your contract lacks, and run it on the next file.
· Updated