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PURCHASE WITH MORTGAGE

Order Opening

TaskAssigned toDate
Get Email and Cell from all PartiesVisionary Title Processing0 Days after opening
Circulate Escrow LetterVisionary Title Processing0 Days after opening
Email Timeline to RealtorsVisionary Title Processing0 Days after opening
Review Settlement StatementClient Responsibility0 Days after opening
Circulate ALTA to RealtorsVisionary Title Processing0 Days after opening
Email Buyer’s lender to request title orderVisionary Title Processing0 Days after opening
Submit Prelim Title to LenderVisionary Title Processing0-3 Days after opening
Email Inspection Deadline to RealtorsVisionary Title Processing5-7 Days after opening
Request Survey QuoteVisionary Title Processing0 Days after opening
Confirm Buyer is ProceedingVisionary Title Processing5-7 Days after contract date
Confirm Receipt of title commitmentVisionary Title Processing0 Days after contract date
Order Title WorkVisionary Title Processing0 Days after previous task completed
Order SurveyVisionary Title Processing0 Days after previous task completed

Title

TaskAssigned toDate
Review Title ExamVisionary Title Processing3 Days after previous task completed
Submit Title Commitment Visionary Title Processing3 Days after previous task completed
Issue CPL Visionary Title Processing0 Days after opening
Confirm Receipt of Survey Client Responsibility5 Days after milestone is active
Submit Survey to lender Visionary Title Processing0 Days after previous task completed
Order Estoppel Visionary Title Processing21 Days before closing
Confirm Receipt of Estoppel Visionary Title Processing7 Days after previous task completed
Order Tax and Lien Search Visionary Title Processing21 Days before closing
Confirm Receipt of Tax and Lien Search Visionary Title Processing7 Days after previous task completed
Review Tax and Lien Search Client Responsibility1 Day after previous task completed

Pre Closing

TaskAssigned toDate
Order PayoffsVisionary Title Processing7 Days after contract date
Confirm Receipt of Payoffs Visionary Title Processing10 Days before closing
Balance File Client Decision5 Days before closing

Post Closing

TaskAssigned toDate
Submit Documents for Recording Visionary Title Processing1 Day after closing
Confirm Acceptance of Recorded Docs Visionary Title Processing2 Days after closing
Issue Final PolicyClient Responsibility 3 Days after closing
Disburse File Client Responsibility 4 Days after closing