Transaction and settlement coordination involves manually creating transaction records, requesting documents from buyers and lenders, tracking receipt of documents across email and cloud storage, and scheduling settlement calls.
Automation monitors document uploads, tracks compliance requirements, coordinates with title companies, and schedules settlement meetings without manual intervention.
The full workflow, from trigger to completion.
A new transaction record is created with buyer details, property address, and target close date. The automation is triggered immediately.
An email is automatically sent to the buyer requesting required documents with a secure upload link. The email is personalised with buyer name and property address.
A second email is automatically sent to the lender requesting loan estimate, pre-approval letter, and conditions. The request includes the transaction details and target close date.
The automation monitors for new document uploads and automatically logs them in a Google Sheet with timestamps. Missing documents are flagged daily.
The automation reviews uploaded documents for completeness, checks ID validity, and verifies AML compliance against a checklist. Compliance gaps are flagged for manual review.
An automated email is sent to the title company with transaction details. A follow-up reminder is scheduled if no response is received within 24 hours.
The automation sends calendar invites to buyer, lender, and title company with available settlement slots. Responses are tracked and consolidated automatically.
Once all parties confirm, a final settlement confirmation email is automatically sent with all required documents, location, and time. A notification alerts the team.
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