TCTC ProsTransaction Coordination
RC

Workflow library

These are not learned. Every deal type ships with its documents, milestones, participants and timeline on day one.

Workflow definition

Traditional Purchase

Standard timeline 35 days

Lender-driven timeline. Appraisal and loan conditions drive most escalations.

Milestones

File Setup→
Title Opened→
Inspection→
Appraisal→
Loan Clear→
Closing

Required documents

  • Purchase Agreement
  • Earnest Money Receipt
  • Title Commitment
  • Inspection Report
  • Appraisal
  • Insurance Binder
  • Closing Disclosure

Common participants

  • Buyer
  • Seller
  • Both Agents
  • Lender
  • Title
  • Inspector
  • Insurance

Reusable modules

Trust Module

v2.3 · used on 84 files

Approved

TriggerSeller vesting contains 'Trust'

Requires: Certificate of Trust, Trustee ID, Successor trustee affidavit

All workflows · states: All

Probate Module

v1.9 · used on 41 files

Approved

TriggerSeller is an estate or deceased owner

Requires: Letters Testamentary, Death Certificate, Court order if contested

Purchase, Double Close · states: All

Divorce Module

v1.4 · used on 22 files

Approved

TriggerTitle shows divorce decree or one spouse signing

Requires: Divorce Decree, Quit Claim Deed, Property settlement page

All workflows · states: All

Bankruptcy Module

v1.1 · used on 9 files

Approved

TriggerTitle search returns active BK

Requires: Motion to Sell, Trustee Approval, Court Order

All workflows · states: All

LLC Seller Module

v3.0 · used on 118 files

Approved

TriggerSeller vesting is an entity

Requires: Articles of Organization, Operating Agreement, Certificate of Good Standing

All workflows · states: All

Mobile Home Module

v1.2 · used on 15 files

Approved

TriggerProperty type = manufactured

Requires: Title / SOL, Affidavit of Affixture, Tax clearance

Purchase, Land · states: TX, FL, AZ, NC

Reverse Mortgage Module

v1.0 · used on 6 files

Approved

TriggerPayoff references HECM servicer

Requires: HECM payoff, Servicer authorization, Extension request form

Purchase, Sub-To · states: All

HOA Litigation Module

v0.9 · used on 3 files

Pending Review

TriggerEstoppel discloses pending litigation

Requires: Litigation disclosure, Lender approval, Insurance carrier confirmation

Purchase, Commercial · states: FL, NV, CA

VA Loan Module

v2.0 · used on 27 files

Approved

TriggerLender confirms VA financing

Requires: NOV, Termite inspection, MPR repair certification

Traditional Purchase · states: All

FHA Assumption Module

v0.6 · used on 1 files

Proposed

TriggerExisting FHA loan assumed by buyer

Requires: Assumption package, Servicer credit approval, Release of liability

Sub-To, Hybrid · states: All