01
Begin with the transaction, not an assumption.
The property type, ownership structure, financing and contract establish the scope. Share the intended closing date and the documents already available so the required work can be discussed.
- Acquisition or disposition and property details
- Buyer, seller, counsel and financing contacts
- Entity and proposed signer information
- Contract dates and due diligence requirements
02
Coordinate title, escrow and settlement.
Title questions should remain connected to the closing requirements. Trinity works with the relevant parties on the file’s title and settlement items.
- Title search, commitment and requirement coordination
- Payoffs, recorded interests and curative follow-up
- Escrow and settlement figures
- Signing, funding and recording arrangements
03
Keep the right advisors involved.
Legal structuring, tax planning, environmental matters and property-use decisions belong with the appropriate advisors. Tell Trinity which professionals are involved and where closing coordination is needed.