Settlement and milestone tracking covers everything from receiving a signed contract to confirming completion, including title searches, statement preparation, and discharge coordination.
The automated version keeps a live tracker updated at every milestone and drafts the recurring documents automatically. This shortens the path to settlement and gives everyone involved a reliable, real-time view of matter progress.
The full workflow, from trigger to completion.
The signed contract arrives and automatically opens a new settlement matter.
The Settlement Milestone Tracker logs matter details and builds a milestone board automatically.
A title search request is drafted and sent without manual typing.
If the search flags an encumbrance or discrepancy, the matter routes to a conveyancer for manual review before proceeding.
The Document & Correspondence drafts the settlement statement, requests the mortgage discharge, and confirms the settlement date with all parties.
Final documents are exchanged electronically once every party has signed off.
The Settlement Exchange Coordinator updates the tracker, confirms completion, and notifies the client and referring parties.
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