This is a sample format only. When clients register, there will be password protected access to a summary spread sheet, including this and other information, unique to your real estate transaction, accessible only by the parties involved, as well as to The Foundation itself. As your transaction progresses, this will become an internal bulletin board, a communication platform toward closing and delivery of donations to the organizations specified.
Step 1: Register
Property address
Client name
Password
Phone
Agent name
Phone
Title Company
Contact
Phone
Closing Process
Closing Date
Dontations Recipient(s)
Funds Received Wire Transfer Number
Funds Sent Wire Transfer Number
File Final Review
Step 2: Login
Login using your password from registration to view the progress of the transaction.