Legal & Contracts19
Closing Manager
Special Ability
Runs the closing checklist and the signature packets, then tracks every post-closing obligation to its date.
Autonomy
Judgment
Reach
Lives On
Runs On Creatio Or Standalone
On The Back Of The Card
The agent runs the closing checklist, assembles the signature packets, and after closing tracks every post-closing obligation to its date. Nothing on the list waits for someone to remember it.
Reads
The closing checklist and the signature packets
Produces
A tracked closing with every post-closing date on the calendar
Decision Stays With
The closing attorney
Triggered By
Each closing
Measured On
Every item
On the checklist tracked
Every obligation
Calendared to its date
Every packet
Assembled for signature