Tell us what makes the file different.
Explain the property, the people involved, the contract status and the concern. Avoid sending private legal, tax or identity documents through a general website inquiry.
Bring the relevant professionals into the discussion.
A transaction may need an attorney, tax advisor, qualified intermediary or other specialist. Identify who is involved and which responsibilities still need to be assigned.
Confirm scope before making commitments.
Once the property and transaction structure have been reviewed, confirm the agreed closing services, document needs and professional responsibilities with everyone involved.
