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Documents and disclosures email templates
Asking for paperwork in a way that gets it back. One list, one deadline, no attachments nobody opens.
The bracketed words are placeholders. Swap them for the real names and dates, or paste these into ClosingDay and they fill themselves in per deal.
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Subject
Disclosures for [Property Address]
Hi [Seller Name(s)],
Attached are the disclosures for [Property Address]. Please complete and sign every one, and return them in the same format I sent them, separated and labelled. It saves me splitting a merged file back apart.
Answer from what you actually know. "I don't know" is a real answer and a safer one than a guess.
Let me know if anything is unclear, and please confirm you got this.
[Your Name]
Subject
Still need these for [Property Address]
Hi,
A few items are still outstanding on [Property Address]. The list is below.
I'm not chasing for the sake of it. Each of these has to be in the file before we can close, and the ones that hold things up are always the small ones.
If any of these are with someone else, tell me who and I'll go to them directly.
[Your Name]
Subject
Signature needed on [Property Address]
Hi [Buyer First Name],
One document on [Property Address] needs your signature. It's gone out for e-signature and should be in your inbox.
It takes about a minute and nothing moves forward without it. If the email hasn't arrived, check spam and then tell me and I'll resend it.
[Your Name]
These are already in ClosingDay
All 28 templates come with a new account. Upload the contract once and ClosingDay reads the address, names, price and dates off it, so the bracketed words come out filled in on every email about that file. Move the closing date and the deadlines in your templates move with it.
Would you send these?
These were written for coordinators, not by one. If a line here would embarrass you in front of a client, we would genuinely rather hear it.
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