← Pipeline
TC-4381clearActive

512 Hollow Creek Rd

Cleveland, TN · $225,000 · Earnest $3,000 — received

Closing

Sep 02, 2026

Days remaining

29

Assigned TC

Marcus Hale

Closing pipeline

36% complete
  1. 01Accepted
  2. 02Escrow Opened
  3. 03Title Ordered
  4. 04Commitment Received
  5. 05Curative
  6. 06Insurance
  7. 07Closing Scheduled
  8. 08Documents Signed
  9. 09Funded
  10. 10Recorded
  11. 11Closed

Auto-generated at this stage

Review Schedule B exceptionsVerify legal descriptionSend commitment to all parties

Seller Financing milestones

File Setup→
Terms Verified→
Note Drafted→
Servicing Setup→
Closing

Document center

3 open

Purchase Agreement

File Setup

Completed

Trust Certificate

Document Collection

Approved

Promissory Note

Seller Coordination

Under Review

Deed of Trust

Title Coordination

Requested

Servicing Agreement

Document Collection

Waiting

Task engine

Route note draft to attorney for review

Normal

Seller Coordination · due Aug 10

Set up loan servicing account

Normal

Document Collection · due Aug 20 · depends on Promissory Note

Stage-generated checklist · Commitment Received

Review Schedule B exceptionsVerify legal descriptionSend commitment to all parties

Communication center

calls · emails · texts · notes · uploads
  1. aiYesterday 12:40

    Milestone advanced to Note Drafted — all parties notified

    Status Updates

  2. documentAug 1 09:15

    Uploaded certificate of trust

    D. Fair

Parties

Buyer
Priya Raghunathan
Seller
Beckett Trust
Buyer agent
S. Moreno
Seller agent
D. Fair
Deal type
Seller Financing
Purchase price
$225,000

Deadlines

Note draft returned

in 8d

Aug 12due

Servicing setup

in 18d

Aug 22due

Closing

in 29d

Sep 02due

AI assistant

2 awaiting approval

Recommendations only. Nothing executes until a human TC approves it.

Follow-up77% confidence

Amortization schedule not yet attached to the note package.

Proposed: Request schedule from Halloway Law

Missing document72% confidence

Servicing agreement has not been requested.

Proposed: Open servicer onboarding with FCI

Title coordination

Title company
Cumberland Title
Escrow officer
Dee Marlowe
Escrow email
dmarlowe@cumberlandtitle.com
File number
CT-7702
Commitment
Received Aug 01 — clean
Funding
Seller carry — no lender funding
Recording
Bradley County, deed + deed of trust

Curative

No open curative items.

Payoffs

None — owner financed$0N/A

Transaction entity

Buyer

Priya Raghunathan

(423) 555-0104

Seller

Beckett Trust

Trustee: A. Beckett

Title Company

Cumberland Title

File CT-7702

Escrow Officer

Dee Marlowe

dmarlowe@cumberlandtitle.com

Attorney

Halloway Law

Drafting note & deed of trust

Insurance

Tennessee Farm Mutual

Quote received

Earnest money

$3,000Received

Held by Cumberland Title · received Jul 29, 2026

Utilities

Electric · Cleveland UtilitiesPending

Active modules

Trust Module

Workflow baseline

Library

Attorney drafts the note. TC coordinates, never advises on terms.

Standard timeline

30 days

Typical participants

Buyer, Seller, Attorney, Servicer, Title