Before the contract.
- Confirm seller names and how title is currently held.
- Gather known mortgage, HOA or condominium contact details.
- Identify any available prior title policy or survey.
- Flag ownership or signing questions for the appropriate professional.
Once the agreement is signed.
- Organize the executed contract and all addenda.
- Create one list of parties, agents, lender and counsel.
- Confirm key dates and the escrow holder.
- Ask Trinity for the approved document-delivery channel.
As closing approaches.
- Share amendments, financing changes and schedule changes.
- Help coordinate outstanding document requests.
- Confirm signing arrangements with the closing team.
- Remind the client to independently verify wire instructions.
General preparation guidance. Use your contract and transaction-specific instructions; consult the appropriate professional for legal, tax or coverage questions.