1428 Larkspur Ave
Aurora, CO · $412,000 · Earnest $5,000 — received
Closing
Aug 21, 2026
Days remaining
17
Assigned TC
Renee Cole
Closing pipeline
45% complete- 01Accepted
- 02Escrow Opened
- 03Title Ordered
- 04Commitment Received
- 05Curative
- 06Insurance
- 07Closing Scheduled
- 08Documents Signed
- 09Funded
- 10Recorded
- 11Closed
Auto-generated at this stage
Subject-To milestones
Document center
5 openPurchase Agreement
File Setup
Authorization to Release
Seller Coordination
Loan Balance Statement
Lender Coordination
Sub-To Disclosure
Document Collection
Insurance Change Endorsement
Insurance Coordination
Title Commitment
Title Coordination
Deed
Title Coordination
Task engine
Re-send Sub-To disclosure with corrected legal description
CriticalDocument Collection · due Aug 5 · escalated
Confirm servicer accepts new insurance policy
HighInsurance Coordination · due Aug 7 · depends on Insurance Change Endorsement
Request updated payoff statement
HighLender Coordination · due Aug 8
Open title with Summit Peak Title
CompleteTitle Coordination · due Jul 29
Stage-generated checklist · Curative
Communication center
calls · emails · texts · notes · uploads- aiToday 09:12
Escalated disclosure task to Renee — 2 days past due
Deadline Monitoring
- emailToday 08:40
Requested updated commitment from Summit Peak Title
Title Coordination
- callYesterday 16:22
Called seller re: signature timing — 4 min, will sign tonight
Renee Cole
- documentYesterday 11:05
Uploaded proof of insurance quote
Buyer Agent
- smsAug 2 07:00
Reminder sent to seller for disclosure signature
Reminder System
Parties
- Buyer
- Meridian Holdings LLC
- Seller
- Dana R. Whitfield
- Buyer agent
- K. Alvarez
- Seller agent
- P. Nguyen
- Deal type
- Subject-To
- Purchase price
- $412,000
Deadlines
Due-on-sale disclosure signed
in 1d
Insurance endorsement issued
in 5d
Payoff/balance refresh
in 8d
Final walkthrough
in 16d
Closing
in 17d
AI assistant
3 awaiting approvalRecommendations only. Nothing executes until a human TC approves it.
Due-on-sale disclosure is unsigned and 1 day past due — closing cannot proceed.
Proposed: Escalate to Renee and send notarized packet by courier
Insurance change endorsement not received from Hallmark Mutual.
Proposed: Send follow-up #2 to agent R. Diaz
Payoff statement expires before closing.
Proposed: Request refreshed payoff dated after Aug 14
Title coordination
- Title company
- Summit Peak Title
- Escrow officer
- Lena Ortiz
- Escrow email
- lortiz@summitpeak.com
- File number
- STP-88213
- Commitment
- Received Jul 30 — 3 Schedule B exceptions
- Funding
- Wire scheduled Aug 21, 10:00 MT
- Recording
- Same-day e-record via Arapahoe County
Curative
- Judgment lien (2019) — release requested
- Legal description mismatch on deed of trust
Payoffs
Transaction entity
Buyer
Meridian Holdings LLC
ops@meridianhold.co · (303) 555-0142
Seller
Dana R. Whitfield
(303) 555-0119 · prefers text
Title Company
Summit Peak Title
File STP-88213
Escrow Officer
Lena Ortiz
lortiz@summitpeak.com
Lender / Servicer
Crestline Servicing
Existing loan #7741220
Attorney
Barrow & Finch
Sub-to disclosure review
Insurance
Hallmark Mutual
Agent: R. Diaz
HOA
Larkspur Ridge HOA
$310/qtr · estoppel n/a
Earnest money
Held by Summit Peak Title · received Jul 24, 2026
Utilities
Active modules
Workflow baseline
LibraryDue-on-sale disclosure signature is a hard gate before closing.
Standard timeline
28 days
Typical participants
Buyer, Seller, Existing Lender, Insurance, Title