Legal services: Prevent lender clearance delays before closing

Transaction coordinators miss lender clear-to-close steps before closings, risking last-minute holds and client frustration. Create a confirm-clear task five days prior so coordinators verify clearance.

Overview

Missed lender clearances create last-minute holds that threaten settlements and client satisfaction. This workflow creates confirm-clear tasks and assigns them to transaction coordinators five days before closing, eliminating surprise holds and tightening handoffs. Firms see clearer ownership, fewer manual follow-ups, and more reliable closings.

Notable Features

Create confirm lender clear tasks
Assign tasks to transaction coordinators
Link tasks to closing records