Prevent HOA document delays that stall real estate closings

Transaction coordinators mark HOA docs missing on checklists, causing closings to stall and clients to lose confidence. Automated follow-ups prompt escrow and agents, so coordinators get HOA records before delays.

Overview

Missing HOA documents put closings at risk and frustrate clients — transaction coordinators need reliable follow-ups. This workflow turns every missing-doc checklist item into an actionable outreach and a logged status update, preventing stagnant files and enabling smoother handoffs. Customers report faster handoffs and far fewer missed follow-ups when follow-ups are automated.

Notable Features

Send reminder emails to escrow officers
Notify listing and buyer agents
Log follow-up status on checklist