| Step #1 – File Opening |
Make Initial Contact with Client
Complete Retainer
Introduce BOA to client
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Obtain Required File
Information from client
Open New file in Unity
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| Step #2 – Due Diligence |
Review and approve requisition letter. |
Enter Client Information into Unity
Review information and resolve any issues with lawyer.
Complete Title Searches.
Prepare Requisition letter for review by lawyer.
Send requisition letter once approved.
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| Step #3 – Documents |
Obtain and provide BOA with Mortgage Instructions.
Message deed to BOA for completion.
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Review Mortgage Instructions with clients for accuracy.
Review SOA for accuracy.
Prepare all documents for preparation of file for signing and provide to lawyer for review and comment.
Request mortgage funds.
Order Title Insurance.
Message Draft in preparation to Lawyer.
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| Step #4 – Pre-Closing |
Prepare file for Remote Signing via docu-sign, Adobe etc or
Print file in duplicate for in office signing.
Provide BOA with signed documents to complete any outstanding matter to obtain mortgage funds.
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Advise lawyer of any outstanding items: ie: Insurance Binder, IDs etc.
Complete any outstanding matter to obtain mortgage funds.
Prepare file for final closing.
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| Step #5 – Closing |
Obtain Client Funds.
Obtain Mortgage Funds.
Close file with Vendors solicitor.
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| Step #6 – Post Closing |
Advise BOA deal is closed.
Provide BOA with all registered Documents.
Review and sign Bank and Client reports.
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Complete all registrations details in Unity.
Prepare and send Tax notification letters.
Prepare Bank and Client reports for lawyers review and comments.
Send approved reports to bank and client.
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| Step #7 – Discharge |
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Follow up on any undertakings.
Complete U/T fields in Unity and mark file as closed once completed.
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