Create confirm receipt task after HOA packet completion
Create confirm receipt task after HOA packet completion
When an HOA resale packet task is completed, your transaction coordinators can miss the follow-up needed to confirm HOA documents for a listing. You get an assigned confirm-receipt task so documents are verified same day.
Overview
When HOA packet tasks complete without a clear follow-up, closings can stall and coordinators scramble to confirm documents. This flow assigns a same-day confirm-receipt task to the original owner so documents are validated and recorded before the next closing milestone.