Decision intelligence
Turn the contract into a working plan.
Give every obligation an owner, a due date and a confirmation.
- 01
Earnest money & the lender
Confirm the deposit recipient, delivery method and contractual deadline independently. Send the signed agreement to the lender and track outstanding conditions through secure channels.
- 02
Title & ownership
Engage the settlement or title professional, review ownership and title matters, and raise questions about liens, easements or exceptions with qualified counsel when needed.
- 03
Inspection & association documents
Schedule permitted inspections and specialist follow-up. Request HOA / condo documents early and track receipt, review and response requirements under your agreement.
- 04
Appraisal & insurance
Coordinate lender appraisal access and review any valuation conditions. Obtain insurance quotes and confirm that coverage can begin as required; do not leave insurability until the last moment.
- 05
Approval & closing figures
Resolve final financing conditions and compare final figures with agreed terms and earlier disclosures. Ask the lender and settlement professional to explain changes before funds move.
- 06
Walkthrough & settlement
Check agreed condition, repairs and included property. Confirm identification, verified funding instructions, signing arrangements and when keys and possession transfer.