Close Day One Kit

Buyer & Seller Day-1 Checklists Your first-24-hours under contract, step-by-step. GOAL → WHY → HOW-TO → DONE-WHEN. We cut the noise, lock sequence, and get you moving—fast.

Email Template Vault Copy-paste intro templates to lender/title/co-op agent, EM + access scripts, appraisal check-ins, and “no-update updates.” Send pro emails in minutes and get everything on the record.

Critical Dates Tracker See the whole deal at a glance and stay on top of every deadline with this Critical Dates Tracker Spreadsheet.

Each file is displayed on a new row, showcasing EM, Inspection, Appraisal Target, Approval, Title ETA, HOA ETA, Close—plus Status and Next Deadline automatic updates.

Deadline Seven™ Quick-Add Calendar Reminders One-click calendar links for Critical Due Dates and 1, 3, and 7 day reminders. Instant guardrails so nothing slips through the cracks, while you juggle showings and signings.

Road to Close (Buyer & Seller Maps) A sleek and simple, client-friendly visual of the journey from contract to close. Reduces nervous “what’s next?” pings and makes you look organized and in control.

(Bonus) What to Delegate A quick list of tasks to offload immediately (with who does what). Clears your plate so you can focus on deals, not admin.

Close Day One™ Hub All of the above assets are housed in one sleek hub—with click to download/open links, that take you right to your asset. Zero digging, zero folders, zero excuses for delays.

Intake Triage

Intake Triage — Top 3 Fixes (1 Business Day) We review your Day-1 intake and pinpoint the top three issues holding your file back. You’ll get a one-page results PDF with clear next steps, links to the right templates, and where we’ve already nudged third parties (when applicable).

What’s included

• Expert Day-1 audit of your executed packet, key dates, and comms

• Top 3 Fixes with: what’s wrong → why it matters → how to fix → proof to save

• Quick wins noted (1–3 “What looked solid”) to reassure your client and team

• Option to continue into full TC with your $49 credited at closing

• Turnaround 1 business day from payment.

What we need after checkout (if you have not already provided):

Upload (or email): executed contract (single PDF), Day-1 emails (LO/processor, title, co-op, client), and your dates snapshot (EM, Inspection, Appraisal Target, Approval, Title ETA, HOA ETA, Close). If you don’t have everything, submit what you have—we’ll guide the rest.

Upgrade to Full TC Love the plan? We’ll keep managing the file and fix the issues. Your $49 applies as a credit to our TC fee ($350 due at closing).

Please Note: This is workflow guidance only—not legal advice. Availability may vary by state and brokerage policy.