Real Estate Purchase Closer
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      1. Nojumi Knowledge Base
      2. Addons
      3. Real Estate Purchase Closer

      How to complete a real estate purchase closing with Nojumi

      Take the steps set out here to complete a real estate purchase closing using Nojumi

      Open the Matter

      1. Open a new real estate purchase matter
      2. Generate the Retainer Agreement
      3. Send the Retainer Agreement to client for e-signing
      4. Send initial correspondence to the client

      Intake

      1. Complete client ID verification
      2. Share the Purchase Closing Form with the client
      3. Send an Upload Request to the client to obtain
        1. Agreement of Purchase and Sale
        2. Banking Information
      4. Send email to client and client's realtor asking for contact information of Seller's Solicitor
      5. Review the APS and complete the Purchase Closing Form
      6. Ensure waivers of all conditions are received

      Status Certificate Review

      If the property is a resale condo
      1. obtain the status certificate
      2. review the status certificate
      3. generate the status certificate review report
      4. send the status certificate review report to client

      Initial Correspondence

      1. Generate the opening letter
      2. Send the opening letter to the client
      3. Send initial correspondence to Seller's Solicitor

      Document Signing

      1. Schedule the client meeting
      2. Generate the closing documents
      3. Send the documents to the client for e-signing
      4. Generate payout requests

      Requisitions

      1. Complete Title Searches and Writ Searches on Nojumi
      2. Generate the Requisition Letter
      3. e-Sign the Requisition Letter
      4. Send the Requisition Letter to the Seller's Lawyer
      5. Receive and review the Response to Requisitions from the Seller's Solicitor

      Mortgage

      1. Send the mortgage instructions reminder to the client
      2. Accept mortgage instructions
      3. Send communication to the client to confirm receipt of mortgage instructions
      4. Enter the mortgage details on the Purchase Closing Form under Mortgage -> Loan Terms
      5. Send communication to the client with fire insurance instructions
      6. Generate the draft charge XML and import into Teraview

      Statement of Account and Trust Ledger

      1. Generate the Statement of Account and Trust Ledger
      2. Send the Statement of Account and Trust Ledger to the client