Real estate closing ops: Alert for Exhibit A requests

Operations project managers miss Exhibit A notes in intake messages, causing delayed prep before consults and risking closing deadlines. Alerts notify closing ops so documents are ready.

Real estate closing ops: Alert for Exhibit A requests

Overview

Closing teams miss Exhibit A requests in intake messages and that delays document preparation, putting closing timelines at risk. This workflow captures Exhibit A text from intake messages and routes it to closing ops and your project system, ensuring required documents are created and reducing missed prep before consults.

Notable Features

  • Notify closing ops of Exhibit A
  • Extract Exhibit A legal description
  • Create document prep task for consults

Real estate closing ops: Alert for Exhibit A requests