Coordination
Tasks & Deadlines
Everything owed across every open file, sorted by what breaks first.
Overdue
3Due soon
4Review title commitment
Transaction coordinator · 412 Maplewood Ave · Due in 2 days
Submit income docs to underwriting
Buyer · 1503 Cedar Crest Ln · Due in 2 days
Clear financing contingency
Lender · 412 Maplewood Ave · Due in 3 days
Order appraisal
Lender · 88 Harborview Dr · Due in 3 days
Upcoming
7Obtain insurance quotes (HO-6 policy)
Buyer · 88 Harborview Dr · Due in 5 days
Bind homeowner's insurance policy
Buyer · 1503 Cedar Crest Ln · Due in 5 days
Secure homeowner's insurance binder
Buyer · 412 Maplewood Ave · Due in 6 days
Deliver title commitment objections
Transaction coordinator · 1503 Cedar Crest Ln · Due in 6 days
Confirm closing figures with title
Title company · 1503 Cedar Crest Ln · Due in 7 days
Schedule final walkthrough
Buyer agent · 412 Maplewood Ave · Due in 9 days
Submit loan application package
Lender · 88 Harborview Dr · Due in 12 days
Completed
9Upload executed contract to file
Transaction coordinator · 412 Maplewood Ave · Done Aug 17
Upload executed contract to file
Transaction coordinator · 1503 Cedar Crest Ln · Done Aug 19
Confirm earnest money deposit
Title company · 412 Maplewood Ave · Done Aug 20
Confirm earnest money deposit
Title company · 1503 Cedar Crest Ln · Done Aug 22
Upload executed contract to file
Transaction coordinator · 88 Harborview Dr · Done Aug 25
Confirm earnest money deposit
Escrow holder · 88 Harborview Dr · Done Aug 28
Deliver inspection report
Buyer agent · 412 Maplewood Ave · Done Sep 4
Order condo HOA documents
Listing agent · 88 Harborview Dr · Done Sep 6
Execute repair addendum
Listing agent · 412 Maplewood Ave · Done Sep 10