for title & legal
Kelly keeps every file moving to close.
Kelly handles intake, scheduling, and the closing file, plus the email and calendar that surround it. clean files, on time.
Kelly
Universal Title
new file from inkd: carter / 14 oak, closing 6/30. opened intake, requested the contract and earnest money, put the closing on your calendar.
did the payoff come back?
yes. payoff from wells fargo received, good through 7/2. i'll flag it if we slip.
cleared to close on carter. sent the borrower their appointment and wiring instructions, cc'd the agent.
intake, instant
New files opened and documents requested the moment they land.
scheduling
Closings, signings, and reminders on everyone's calendar.
the closing file
Payoffs, title, and conditions tracked to clear.
email and calendar
The back-and-forth handled in your voice.
“Kelly opens the file before i've finished reading the email.”Universal Title