ClosingDay
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Written for transaction coordinators and the agents who run their own files. Take any of it, use it in your own business, and change whatever does not match how you work. One of them asks for an email because it arrives as a pack; the rest are just pages.
Contract-to-close checklists, by state
What has to happen between acceptance and closing, written against the purchase contract that state actually uses rather than a generic list wearing its name.
34 states
Transaction coordinator email templates
The emails a TC sends over and over, grouped by the moment they belong to: introductions, earnest money, inspection, appraisal, financing, title, documents, closing week and listing prep.
28 templates in 9 categories
Title processing checklists
The processor’s own work list rather than the agent’s: searches, payoffs, clearance, settlement figures, and the documents nobody funds without.
Texas (31 steps) · New Jersey (38 steps)
Title curative checklist
The exceptions that come back on Schedule B and what clearing each one actually takes, in the order they tend to surface.
Free to read
Commercial contract-to-close checklist
For a California commercial purchase, including the part that catches people: whether your form removes contingencies passively or actively, because the same missed date means different things on AIR CRE and on the C.A.R. forms.
40 items across 7 sections
Pre-listing prep checklist
Everything that has to happen before a listing goes live, counted backwards from the go-live date so the long-lead items start early enough to land.
Counted backwards from go-live
Fee schedule builder
Build a priced menu of what you do, including the add-ons people forget to bill for, and publish it on a page with your name on it.
Builds a shareable page
Client journey + milestone email pack
The 11 moments a client expects to hear from you, with a ready-to-send update email for each. Swap the brackets and send.
11 milestones, 9 emails
Asks for your email
Missing your state? The checklist pages have a box at the bottom asking which one to build next, and that box is why Maryland, Alabama, Mississippi and Louisiana exist.
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