Closing operations center

Every active closing, every blocker, every prepared follow-up — one console.

6 follow-ups awaiting approval6 open issues

Closing this week

≤ 7 days out

Overdue tasks

escalated to human TC

Missing documents

across all files

AI risk alerts

approval required

Active transactions

in a non-terminal state

Blocked transactions

state machine blocked on evidence

Closing this week

≤ 7 days to scheduled closing

Critical exceptions

severity critical, unresolved

Late deadlines

past due, escalated to human TC

Waiting on

Execution evidence

Buyer

oldest 6d

TC-4417 TC-4402 TC-4431

EMD wire receipt not verified · 2 unsigned addenda

Seller

oldest 4d

TC-4390 TC-4431

Payoff authorization unsigned since 08-04

Lender

oldest 9d

TC-4417 TC-4402

CD not delivered · appraisal reconsideration open

Attorney

oldest 3d

TC-4390

Trust certification review outstanding

Title

oldest 7d

TC-4417 TC-4390 TC-4425

Schedule B curative · commitment update pending

Insurance

oldest 2d

TC-4425

Binder missing mortgagee clause

Documents

oldest 8d

TC-4417 TC-4402 TC-4425 TC-4431

5 documents in Requested state past SLA

Transactions by stage

Accepted

Escrow Opened

Title Ordered

Commitment Received

Curative

Insurance

Closing Scheduled

Documents Signed

Funded

Recorded

Closed

Closing this week

9302 Ridgeline Dr

TC-4390 · Double Close · TC Renee Cole

Aug 11, 2026

7 days out

204 Foundry St

TC-4368 · Wholesale Assignment · TC Renee Cole

Aug 07, 2026

3 days out

Funding & recording status

TC-4417

1428 Larkspur Ave

Funding

Wire scheduled Aug 21, 10:00 MT

Recording

Same-day e-record via Arapahoe County

TC-4402

77 Cypress Row, Unit 4

Funding

Lender funding expected Aug 14, AM

Recording

Hillsborough County e-record

TC-4390

9302 Ridgeline Dr

Funding

Transactional funder approved $268k for A-B leg

Recording

Sequential same-day recording, Maricopa County

TC-4381

512 Hollow Creek Rd

Funding

Seller carry — no lender funding

Recording

Bradley County, deed + deed of trust

TC-4368

204 Foundry St

Funding

End buyer wire due Aug 06

Recording

Jackson County, Aug 07

TC-4355

6100 Chandler Industrial Pkwy

Funding

Lender funding target Oct 09

Recording

Maricopa County commercial desk

Overdue tasks

1 escalated

Re-send Sub-To disclosure with corrected legal description

TC-4417 · Document Collection · due Aug 5

Critical

Missing documents

Loan Balance Statement

TC-4417 · Lender Coordination

Under Review

Sub-To Disclosure

TC-4417 · Document Collection

Needs Revision

Insurance Change Endorsement

TC-4417 · Insurance Coordination

Requested

Title Commitment

TC-4417 · Title Coordination

Received

Deed

TC-4417 · Title Coordination

Waiting

Appraisal

TC-4402 · Lender Coordination

Received

HOA Estoppel

TC-4402 · Document Collection

Requested

Insurance Binder

TC-4402 · Insurance Coordination

Under Review

Closing Disclosure

TC-4402 · Lender Coordination

Waiting

Letters Testamentary

TC-4390 · Document Collection

Requested

Transactional Funding Approval

TC-4390 · Title Coordination

Received

Two Title Commitments

TC-4390 · Title Coordination

Under Review

Promissory Note

TC-4381 · Seller Coordination

Under Review

Deed of Trust

TC-4381 · Title Coordination

Requested

Servicing Agreement

TC-4381 · Document Collection

Waiting

Estoppel Certificates

TC-4355 · Document Collection

Requested

Phase I ESA

TC-4355 · Document Collection

Under Review

Entity Docs

TC-4355 · Document Collection

Received

Title Commitment

TC-4355 · Title Coordination

Received

AI risk alerts

Issue center

Risk alert96%

Due-on-sale disclosure is unsigned and 1 day past due — closing cannot proceed.

TC-4417 · Escalate to Renee and send notarized packet by courier

Potential issue79%

Insurance binder still under review by lender — CD timing at risk.

TC-4402 · Ask Sunstate to reissue with lender mortgagee clause

Risk alert94%

Dual closing cannot record without certified letters testamentary.

TC-4390 · Confirm Thursday court date and request certified copies

Potential issue74%

Access easement amendment could slip past due diligence expiration.

TC-4355 · Request 15-day DD extension now

Follow-ups awaiting approval

Review queue

PayoffTC-4417

Payoff refresh request — loan #7741220, closing Aug 21

SignaturesTC-4417

Due-on-sale disclosure signature

HOA docsTC-4402

Estoppel certificate status — Unit 4, closing Aug 14

Title commitmentTC-4355

Full commitment request — SCT-5540

Closing timeline

all files

aiToday 09:12
Escalated disclosure task to Renee — 2 days past due
Deadline Monitoring · TC-4417
emailToday 08:40
Requested updated commitment from Summit Peak Title
Title Coordination · TC-4417
aiToday 07:30
Auto-follow-up #2 queued to HOA management company
Document Collection · TC-4402
noteToday 08:02
Attorney says letters expected Thursday
Renee Cole · TC-4390
emailToday 10:44
Settlement statement circulated for approval
Title Coordination · TC-4368
aiToday 06:15
Estoppel reminders sent to 3 tenants
Document Collection · TC-4355
issueToday
IS-1204 · AI escalated: no response in 3 business days, human TC notified.
Summit Peak curative desk · TC-4417
issueToday
IS-1203 · Follow-up FU-310 drafted for approval — switch to SMS channel.
Renée Cole (TC) · TC-4417
issueToday
IS-1201 · Refresh requested with good-through Aug 15.
Desert Star escrow · TC-4390
aiToday 08:12
Drafted payoff follow-up FU-311 — awaiting approval
Assistant · TC-4417
aiToday 08:15
Drafted signatures follow-up FU-310 — awaiting approval
Assistant · TC-4417
aiToday 07:40
Drafted hoa docs follow-up FU-309 — awaiting approval
Assistant · TC-4402
aiToday 09:02
Drafted title commitment follow-up FU-308 — awaiting approval
Assistant · TC-4355
aiToday 09:20
Drafted closing schedule follow-up FU-307 — awaiting approval
Assistant · TC-4390
aiToday 09:31
Drafted insurance follow-up FU-306 — awaiting approval
Assistant · TC-4368
callYesterday 16:22
Called seller re: signature timing — 4 min, will sign tonight
Renee Cole · TC-4417