Prior to Closing:

• Order payoffs and final utilities for files; verify payoffs match title commitments.


• Handle all file requirements prior to closing, including but not limited to liens, judgments, and bankruptcy requirements


• Obtain most past and present tax information; ensure current taxes have not been paid.


• Order and follow-up on HOA letters, bylaws, financials, and irrigation.


• Obtain commission information on the real estate agents involved in the transaction.


• Disburse files and verify receipt and accuracy of wires.

Closing:

• Assist with entering figures from lender.


• Assist with printing documents for closing.


• Print checks for closing.


• Assist with faxing figures to lenders/Realtors.

After Closing:

• Clean out file for shipping of loan package, recordings, follow-up on any money held in escrow, etc.


• Prepare closed out file for scanning.


• Position Comments: