Basic Services
$250

Full Services
$500
SALESFORCE ESCROW FILE ✔ SALESFORCE ESCROW FILE ✔
Enter Client into Salesforce ✔ Enter Client into Salesforce ✔
Create Salesforce Escrow File ✔ Create Salesforce Escrow File ✔
Send Opening Instructions ✔ Send Opening Instructions ✔
Upload Executed Documents to Salesforce ✔ Upload Executed Documents to Salesforce ✔
CREATE ACTION PLAN (TIMELINE) ✔ MANAGE ACTION PLAN (TIMELINE) ✔
Create an Action Plan (Timeline) ✔
Send Action Plan Reminder to Agent ✔
Update Action Plan During Transaction ✔
DOCUSIGN, ADDENDUMS, RELEASES ✔
Create + Send Contingency Releases ✔
Create + Send DocuSign Envelopes ✔
Create + Send Addendums / Ammendments ✔
FINALIZE CLOSING ✔ FINALIZE CLOSING ✔
Audit / Confirm All Required Documents in Salesforce ✔ Audit / Confirm All Required Documents in Salesforce ✔
Prepare Closing Checklist ✔ Prepare Closing Checklist ✔
Send Closing Checklist to BIC ✔ Send Closing Checklist to BIC ✔