How to complete a real estate sale closing with Nojumi

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

Open the Matter

1. Open a new real estate sale 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 Sale Closing Form with the client
3. Send an Upload Request to the client to obtain 
   1.  Agreement of Purchase and Sale
   2. Tax Bill
   3. Utility Bills
   4. Banking Information
4. Send email to client and the client's realtor asking for the contact information of the Buyer's Solicitor
5. Review the APS and complete the Sale Closing Form
6. Ensure waivers of all conditions are received

Initial Correspondence

1. Generate the opening letter
2. Send the opening letter to the client
3. Send the initial correspondence to the buyer'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
5. Send payout requests to the existing mortgagees

Response to Requisitions

1. Generate the Response to Requestions

Statement of Adjustments

1. Generate the Statement of Adjustments
2. Send the Statement of Adjustments to the Buyer's Lawyer

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