Real estate owners prevent closing delays from missing documents

Transaction coordinators miss builder and concierge confirmations, causing title prep delays. Calendar triggers request confirmations so coordinators send the CDA to title and avoid closing hold-ups.

Overview

Missed builder or concierge confirmations create title prep gaps that can stall closings. This workflow triggers calendar-based confirmation requests so transaction coordinators capture closing details and send the CDA to title, eliminating last-minute hold-ups and enabling faster handoffs.

Notable Features

Trigger emails from calendar events
Send confirmation requests to builders
Log confirmations to transaction log