For real estate ops: Never miss escrow instructions
For real estate ops: Never miss escrow instructions
Operations coordinators miss escrow instructions when new transactions are overlooked, risking payment or document errors at closing. Notify escrow officers so closings use correct payments.
Overview
Real estate closings face compliance and payment risk when escrow officers don't receive clear commission instructions. This workflow routes each new transaction to the escrow officer with commission authorization and a closing-package checklist, eliminating missed follow-ups and preserving an auditable record so closings proceed with correct payments.
Notable Features
- Send escrow officers transaction alerts
- Attach commission authorization and checklist
- Create audit trail in closing system