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
There are two ways to open a new matter.

1. Send a quotation to the client (Recommended) -  This flow will email the client a written quotation for your legal fees on the basis of the formula you have configured. The matter is created immediately after the link to the closing costs calculator is shared with client. The matter is created in the Pending state, to reflect that the client hasn't retained the yet. When the client presses on the button to retain the firm, the matter status changes to open. We 
2. Create the matter without sending a quotation to the client - Sometimes you may not want to send a written quotation to the client. If this is the case, follow the instructions to create a new Real Estate Sale matter. 

Intake

1. Send the client the ID Verification tool
2. Share the Sale Closing Form with the client
3. Send an Upload Request to the client for the Agreement of Purchase and Sale, Tax Bill, Utility Bills and Banking Information

Document Signing

1. Schedule the client meeting
2. Complete the Sale Closing Form
3. Generate the closing documents
4. Send the documents to the client for e-signing
5. Generate payout requests
6. 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