Keep legal transaction coordinators ahead of closing issues

Transaction coordinators miss lender repair confirmations in calendars, risking closing delays and client frustration. Create pre-closing checks so coordinators confirm repairs before settlement.

Overview

Missed lender confirmations create last-minute closing risk and unhappy clients. This workflow assigns visible pre-closing verification tasks to transaction coordinators and links them to the case file, eliminating last-minute surprises and keeping settlements on track.

Notable Features

Create assigned pre-closing tasks
Link tasks to transaction records
Notify coordinators of pending items