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Title and escrow email templates
Opening the file, reading the commitment, and the closing disclosure clock.
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
New order: [Property Address]
Hi,
Please open title and escrow on [Property Address]. The executed contract is attached.
Contract date is [Contract Executed] and closing is [Closing Date]. Earnest money of [Earnest Money Amount] is due [Earnest Money Deadline], and wire instructions should go to the buyer directly from your office rather than through me.
Send me the order number and the preliminary report when it's ready.
[Your Name]
Subject
Title commitment on [Property Address]
Hi [Closer Name],
Do you have a date for the title commitment on [Property Address]? Our title deadline is [Title Work Deadline].
If anything on Schedule B needs curing, I'd like to start on it now rather than find out in the week before closing.
[Your Name]
Closing disclosure timing
Subject
CD timing for [Property Address]
Hi [Lender Name],
When do you expect the Closing Disclosure to go out on [Property Address]? With closing on [Closing Date], I'm working back from the three day rule.
If anything is still moving on figures, tell me now. A late change to the CD restarts the clock and moves the closing, and I'd rather plan for that than discover 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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