Transaction and settlement coordination involves tracking contract data, deposits, deadlines and approvals across many separate systems and phone calls. Manually chasing finance status and calculating settlement adjustments creates delay risk and constant context switching.
An automated version reads the signed contract, verifies the deposit, monitors every deadline and calculates settlement adjustments without manual re-entry. The result is faster deposit confirmation, earlier warning on at-risk conditions, and same-day delivery of pre-settlement paperwork.
The full workflow, from trigger to completion.
Webhook fires the workflow when the contract is fully executed by all parties.
Extracts parties, price and key dates and adds a new row to the transaction register.
Checks to confirm the deposit received matches the contracted amount and flags any mismatch.
Sends due diligence requests and tracks finance and inspection deadlines.
Transaction coordinator calls the lender directly whenever a condition deadline is flagged at risk.
Computes the rates and outgoings apportionment and drafts the settlement statement.
Emails the confirmed checklist and settlement date to all parties.
Marks the file settled and posts a confirmation to the deal channel.
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