Your clients remember how the closing felt.

A useful update tells you what needs attention and who needs to act. From the signed agreement through the closing documents, make Trinity part of the conversation early.

• Share the executed contract and all addenda through the agreed delivery channel.
• Identify the buyer, seller, agents, lender and other key contacts.
• Flag contract dates, financing changes and signing arrangements as they develop.

An old mortgage, an HOA request or a seller signing through an entity may call for additional documentation. Tell us what you know when the file opens; the requirements will depend on the property and transaction.

• Existing mortgages and available prior title documents
• Condominium or HOA contacts and association requirements
• Title questions, unusual ownership or planned remote signing

Give your client a clear path for questions about title, signing and closing funds. Our preparation guides help you introduce the process; the Trinity team is available by phone for the details of the file. Agree on key contacts and communication preferences when you start.