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Real Estate Closing Process Simplified Workflow

A streamlined process that guides buyers through property acquisition, from offer acceptance to final document signing.


Client Onboarding

Verify Client Information

Title Search Initiation

Save Title Report Data Entry

Update Closing Schedule

Send Title Report to Client

Review Lien Search Results

Document Recording Initiation

Update Closing Documents Data Entry

Send Updated Closing Schedule

Review for Final Approval

Notify All Parties

Finalize Closing Documents

Client Onboarding

Type: Fill Checklist

Client Onboarding is the initial phase of engaging with a new client, encompassing all necessary steps to ensure a seamless transition into our services. This process involves several key activities that facilitate effective communication and project initiation. The workflow sequence for Client Onboarding includes: 1. Lead Capture: Identification and collection of potential client information through various channels. 2. Initial Consultation: A preliminary meeting or call to discuss the client's needs, assess their requirements, and establish expectations. 3. Contract Preparation: Drafting and mutual agreement on a service contract outlining terms, scope, and deliverables. 4. Setup and Configuration: Implementation of necessary systems, tools, or platforms to support the engagement. 5. Project Kick-Off: Finalizing all preparatory tasks to ensure smooth project execution and client satisfaction. 6. Ongoing Support: Providing regular check-ins and support throughout the onboarding process to guarantee a successful integration into our services.

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FAQ

How can I integrate this Workflow into my business?

You have 2 options:
1. Download the Workflow as PDF for Free and and implement the steps yourself.
2. Use the Workflow directly within the Mobile2b Platform to optimize your business processes.

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What is the cost of using this form on your platform?

Pricing is based on how often you use the Workflow each month.
For detailed information, please visit our pricing page.

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