01
Set the requirements at the start.
Share the loan purpose, property details, lender contact and target schedule. Provide title-order instructions through the agreed channel, including how the lender should be identified.
- Title commitment and closing protection letter coordination, as applicable
- Payoff requests and requirements affecting the existing financing
- Settlement statement and lender instruction coordination
02
Keep changes connected to the closing.
Loan changes can affect figures, documents and timing. Let Trinity know when the closing date, lender requirements or signing plan changes so the file can be coordinated with the updated instructions.
- Final lender instructions and document delivery
- Signing arrangements and remote eligibility review
- Funding authorization, recording and post-closing document coordination
03
Agree on a schedule that fits the file.
Bring the target date and any document or funding cutoffs into the opening conversation. Identify who can resolve questions on each side so changes reach the right person. The schedule remains subject to title requirements, third-party responses and the lender’s authorization.