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

      How to complete a real estate refinance closing with Nojumi

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

      Open the Matter

      1. Open a new real estate refinance 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 Refinance Closing Form with the client
      3. Send an Upload Request to the client to obtain
        1. Commitment Letter/Loan Agreement
        2. Banking Information

      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

      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

      Title Searches

      1. Complete Title Searches
      2. Complete Writ Searches 

      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