Purchasers booked to sign before closing day
The closing is in eleven days and the buyers haven't booked their signing. She calls, books it, and makes sure they arrive with their ID, their insurance binder and the balance due.
A purchase or refinance with a closing date coming up and no signing booked.
Books the signing with the clerk, lists what to bring, reminds them of the funds figure on the file.
Signings booked on time, the insurance binder in, and buyers who know the amount to send.
How it works
- Watches closing dates
Each file with a closing in the window your clerks set and no signing appointment yet.
- Calls the buyers
Both purchasers if there are two, at the numbers on the file, about a week to ten days out.
- Books the signing
With the real estate clerk, in the office or by video, and both buyers at the same time when they want to sign together.
- Lists what to bring
Two pieces of ID, one with a photo, the home insurance binder or the broker's name, and the void cheque if the file asks for one.
- Gives the funds figure
The balance due from the statement of adjustments once the clerk has finished it, and how your firm takes it, by wire or bank draft.
- Reminds the day before
A short text with the time, the address and the list. A missing insurance binder gets one more call.
Example call
- AI agentHi Jason, it's Emma at Calder Okafor in Guelph. I'm calling about your purchase on Woolwich Street closing on November 3rd. Do you have a minute?
- CustomerYeah, of course. Is everything okay?
- AI agentAll on track. We need you and Amira in to sign with Denise. I have Wednesday the 28th at 5 or Thursday the 29th at 10.
- CustomerWednesday at 5. We both get off at 4.
- AI agentBooked. Bring two pieces of ID each, one with a photo. Has your insurance broker sent us the binder yet?
- CustomerI don't think so. It's with Brookline Insurance.
- AI agentI'll note that for Denise, and I'll text you a reminder to ask them. The balance due will be on the statement Denise sends you before Wednesday.
After the call: Denise has both buyers booked Wednesday at 5, the file shows the binder still missing from Brookline Insurance, and Jason has a text with the ID list and the office address.
What your team gets
- Signings booked well before the closing date
- Missing insurance binders caught in time
- Buyers who know which ID to bring and how to send the funds
- Day-before reminders that cut reschedules
- A list of closings this month with any signing still open
Questions
Will she give the closing amount before it's final?
No. She shares the balance due only once the clerk marks the statement of adjustments final.
Can she call the realtor or the mortgage broker?
If your firm wants her to. Many clerks have her call the buyers only and send a note to the realtor.
What if a buyer can't come in?
She books a video signing where your firm allows it, or flags the file for the clerk to arrange signing out of town.
Hear it on your phone
Request a demo call and the agent phones you, set up for law offices like yours.