Actions Flashcards
!!Docs Received - File Not Scheduled
Confirm closing dates on docs - call the borrower to schedule.
~!CD Approved, But File Not Yet Scheduled!~
Mark complete
Closing Ordered
Mark complete once you’ve added signing
Deed Signing - Confirm Signing Appointment
Read through notes to determine the next steps. Also, contact T&C and include Sash to confirm if the appointment is needed. If not needed, unstart action.
Complete Notary Contact Details
Add notary info and complete action
Receive Notary Scheduling/Rescheduling Confirmation
Auto-completes once notary is assigned
Receive Rescheduling Request
If NO new scheduling request, mark unstarted. If NEW scheduling request, add signing and mark complete
SCH: Possible Reschedule
Confirm the date of closing and if we have docs. If signing is days out, unstart action. If signing is the same day, and docs, mark complete or if there are no docs, alert closing and see if we can push out signing.
Schedule Closing with Buyer/Borrower
Set up signing per lender request or contact borrower, mark complete, and follow prompts.
Reschedule Closing
If NO new scheduling request, mark unstarted. If NEW scheduling request, add signing and mark complete
Schedule Closing with Notary
Mark complete once signing is added
Receive Scheduling Request
Mark complete once we have received/added scheduling request
Accept Scheduling Request - Buyer/Borrower
Auto completes
Send Signing Note to Notary
Auto completes
Schedule Closing with Borrower
Contact the borrower to set up signing, mark complete once signing has been added
